PRU icon

Prudential Financial
PRU

Overview Fund Activity

1,215 hedge funds and large institutions have $21.7B invested in Prudential Financial in 2022 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 423 increasing their positions, 406 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,215
Holders Change
+98
Holders Change %
+8.77%
% of All Funds
19.6%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
182
Increased
423
Reduced
406
Closed
63
Calls
$462M
Puts
$624M
Net Calls
-$162M
Net Calls Change
+$5.17M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$163M
2
Charles Schwab
Charles Schwab
California
+$69.7M
3
Amundi
Amundi
France
+$42.4M
4
Morgan Stanley
Morgan Stanley
New York
+$41.1M
5
Barclays
Barclays
United Kingdom
+$38.6M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
-$169M
2
LSV Asset Management
LSV Asset Management
Illinois
-$113M
3
Invesco
Invesco
Georgia
-$93.1M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$44.6M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IP
876
Ignite Planners
California
$232K +$232K +2,223 New
RCM
877
RNC Capital Management
California
$231K +$231K +2,320 New
AWA
878
Arkadios Wealth Advisors
Georgia
$230K -$13.3K -134 -5%
APA
879
Astoria Portfolio Advisors
New York
$230K +$230K +2,329 New
CHP
880
Cable Hill Partners
Oregon
$228K +$228K +2,296 New
MWM
881
Mission Wealth Management
California
$228K -$10.6K -107 -4%
LIA
882
LBMC Investment Advisors
Tennessee
$228K +$228K +2,292 New
HC
883
Hamilton Capital
Ohio
$228K +$228K +2,288 New
MFG
884
MidWestOne Financial Group
Iowa
$227K +$227K +2,279 New
GCA
885
Guardian Capital Advisors
Ontario, Canada
$226K – – –
GT
886
Glenview Trust
Kentucky
$226K +$226K +2,268 New
GAM
887
Griffin Asset Management
New York
$225K +$225K +2,266 New
WAL
888
W Advisors LLC
Tennessee
$225K -$15.6K -157 -6%
CAG
889
Csenge Advisory Group
Florida
$225K +$225K +2,263 New
SAM
890
Sompo Asset Management
Japan
$225K -$54.7K -550 -20%
Fisher Asset Management
891
Fisher Asset Management
Washington
$224K -$152K -1,535 -40%
BWM
892
BerganKDV Wealth Management
Minnesota
$222K -$181K -1,821 -45%
EHWM
893
Eads & Heald Wealth Management
Georgia
$221K +$221K +2,219 New
IUHSA
894
Itau Unibanco Holding S.A.
Brazil
$219K +$219K +2,196 New
KI
895
Kula Investments
Illinois
$219K +$219K +9,048 New
BIC
896
Beach Investment Counsel
Pennsylvania
$219K +$219K +2,200 New
SFG
897
SevenBridge Financial Group
Pennsylvania
$219K +$219K +2,198 New
AFCM
898
Applied Finance Capital Management
Puerto Rico
$219K +$219K +2,198 New
FCH
899
Freestone Capital Holdings
Washington
$218K -$49.4K -497 -18%
AA
900
Aire Advisors
California
$218K -$75.5K -759 -26%
34 35
36
37 38