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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 %
HWA
951
HHM Wealth Advisors
Tennessee
$61K – – –
GLLW
952
Graves Light Lenhart Wealth
Virginia
$60K -$8.26K -87 -12%
AP
953
Arlington Partners
Alabama
$60K – – –
LWCFA
954
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$59K +$1.44K +15 +3%
GI
955
Gradient Investments
Minnesota
$59K +$12.1K +125 +26%
AW
956
ACG Wealth
Georgia
$59K +$59K +613 New
HFS
957
Heritage Financial Services
Massachusetts
$59K +$59K +619 New
HIA
958
Harbor Investment Advisory
Maryland
$58K – – –
NFSG
959
Newbridge Financial Services Group
Florida
$58K +$19K +200 +49%
PA
960
PSI Advisors
Florida
$57K +$3.41K +36 +6%
COCM
961
Charter Oak Capital Management
New Hampshire
$56K +$2.76K +29 +5%
Bank of Montreal
962
Bank of Montreal
Ontario, Canada
$55.9K +$885 +9,044 +2%
GEA
963
Glen Eagle Advisors
New Jersey
$53.7K +$50.8K +531 +1,770%
AF
964
Arrow Financial
New York
$53K +$7.64K +80 +17%
KFI
965
Key Financial Inc
Pennsylvania
$52K -$6.29K -65 -11%
UAML
966
US Asset Management LLC
Pennsylvania
$52K – – –
SSB
967
Sandy Spring Bank
Maryland
$51K -$4.27K -45 -8%
BWM
968
Baystate Wealth Management
Massachusetts
$49K +$574 +6 +1%
MFT
969
Moisand Fitzgerald Tamayo
Florida
$49K +$41.8K +433 +585%
MSFP
970
Mark Sheptoff Financial Planning
Connecticut
$48K – – –
ACA
971
Atlas Capital Advisors
Wyoming
$47.5K -$679K -7,097 -93%
HS
972
Horan Securities
United States
$47K +$13.3K +143 +40%
TSWM
973
Tyler-Stone Wealth Management
Ohio
$46K -$9.66K -100 -17%
TFA
974
Toth Financial Advisory
Virginia
$45K -$2.38K -25 -5%
FWM
975
Focused Wealth Management
New York
$45K +$192 +2 +0.4%
37 38
39
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