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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 %
MAM
901
Madison Asset Management
Wisconsin
$218K +$218K +2,189 New
WH
902
Willner & Heller
California
$218K +$218K +2,189 New
OC
903
Oakworth Capital
Alabama
$215K +$1.09K +11 +0.5%
FMTCOCP
904
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$215K – – –
AA
905
Advisory Alpha
Michigan
$214K +$214K +2,152 New
HI
906
Humankind Investments
New York
$214K +$214K +2,150 New
CFA
907
CWS Financial Advisors
Michigan
$212K -$90.3K -993 -30%
QPWM
908
Quadrant Private Wealth Management
Pennsylvania
$212K +$212K +2,131 New
ETC
909
Exchange Traded Concepts
Oklahoma
$210K -$1.29K -13 -0.6%
WIM
910
WealthPlan Investment Management
Nebraska
$209K +$209K +2,006 New
EW
911
Evoke Wealth
California
$208K +$74.9K +753 +56%
WP
912
WealthPLAN Partners
Nebraska
$207K +$207K +2,006 New
CNWM
913
Clay Northam Wealth Management
California
$207K +$207K +2,077 New
KP
914
Keel Point
Alabama
$205K +$205K +2,065 New
DCBT
915
Dakota Community Bank & Trust
North Dakota
$205K +$1.99K +20 +1%
FFA
916
Farther Finance Advisors
California
$204K +$204K +2,055 New
CWP
917
Concord Wealth Partners
Virginia
$204K -$68.4K -688 -25%
CAM
918
Cozad Asset Management
Illinois
$204K -$139K -1,393 -40%
FVWA
919
Foster Victor Wealth Advisors
South Carolina
$203K +$203K +2,010 New
AFP
920
Ausdal Financial Partners
Iowa
$203K -$30.2K -304 -13%
PCMC
921
Paragon Capital Management (Colorado)
Colorado
$201K +$201K +2,024 New
SWM
922
Spire Wealth Management
Virginia
$201K +$21.9K +221 +12%
PCM
923
Parsons Capital Management
Rhode Island
$201K +$201K +2,020 New
HBW
924
Hazlett, Burt & Watson
West Virginia
$199K +$18.7K +186 +10%
AAG
925
Armstrong Advisory Group
Massachusetts
$198K +$198K +1,991 New
35 36
37
38 39