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Prudential Financial
PRU

Overview Fund Activity

1,143 hedge funds and large institutions have $20.4B invested in Prudential Financial in 2022 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 470 increasing their positions, 400 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-69
Holders Change %
-5.69%
% of All Funds
19.33%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
83
Increased
470
Reduced
400
Closed
132
Calls
$393M
Puts
$514M
Net Calls
-$121M
Net Calls Change
+$9.13M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$161M
2
BlackRock
BlackRock
New York
+$125M
3
Invesco
Invesco
Georgia
+$73.4M
4
Charles Schwab
Charles Schwab
California
+$36.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$35.1M

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$105M
2
State Street
State Street
Massachusetts
-$102M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$47.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
-$42.1M
5
CGM
Capital Growth Management
Massachusetts
-$41.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
901
CVA Family Office
Colorado
$127K -$25.3K -265 -17%
PWMG
902
Prestige Wealth Management Group
New Jersey
$123K – – –
VNA
903
Valley National Advisers
Pennsylvania
$121K -$8.1K -84 -6%
MWC
904
MBM Wealth Consultants
Missouri
$120K +$2.4K +25 +2%
KC
905
Kenfarb & Co
Kentucky
$118K – – –
OIA
906
Optimum Investment Advisors
Illinois
$117K -$9.55K -100 -8%
RTC
907
Riverview Trust Company
Washington
$116K +$49K +512 +73%
TWA
908
TCI Wealth Advisors
Arizona
$113K -$20.9K -219 -16%
MCM
909
Manchester Capital Management
Vermont
$112K – – –
IBOK
910
Independence Bank of Kentucky
Kentucky
$111K – – –
CNBTD
911
Citizens National Bank Trust Department
Mississippi
$110K +$110K +1,150 New
CI
912
CX Institutional
Indiana
$110K +$110K +1,153 New
DZ Bank
913
DZ Bank
Germany
$108K – – –
PG
914
Proffitt & Goodson
Tennessee
$106K – – –
FPS
915
Fieldpoint Private Securities
Connecticut
$104K +$11.7K +122 +13%
CC
916
Centiva Capital
New York
$101K -$1.15M -12,030 -92%
MCM
917
MV Capital Management
Maryland
$101K -$6.52K -68 -6%
SWM
918
Sugarloaf Wealth Management
Georgia
$99K +$571 +6 +0.6%
DCM
919
Dupont Capital Management
Delaware
$98K -$15.7K -165 -14%
PPWM
920
PFG Private Wealth Management
Florida
$98K +$2.48K +26 +3%
ECM
921
Estabrook Capital Management
New York
$97K -$6.7K -70 -6%
TC
922
Truvestments Capital
Florida
$96K +$96K +998 New
PCG
923
Private Capital Group
Connecticut
$93K -$35.5K -372 -28%
WPA
924
West Paces Advisors
Georgia
$92.8K +$9.57K +100 +11%
LB
925
Legacy Bridge
Iowa
$92K +$6.2K +65 +7%
35 36
37
38 39