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Prudential Financial
PRU

Overview Fund Activity

1,066 hedge funds and large institutions have $22.6B invested in Prudential Financial in 2021 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 431 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,066
Holders Change
+22
Holders Change %
+2.11%
% of All Funds
18.61%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.19%
New
109
Increased
431
Reduced
337
Closed
81
Calls
$387M
Puts
$445M
Net Calls
-$57.5M
Net Calls Change
-$88M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$298M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$429M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$78.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$358M
5
Charles Schwab
5
Charles Schwab
California
$562M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$231M
2
CS
2
Credit Suisse
Switzerland
$63.2M
3
Norges Bank
3
Norges Bank
Norway
$345M
4
Squarepoint
4
Squarepoint
New York
$3.92M
5
PCM
5
Prana Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
1001
Versant Capital Management
Arizona
$14K -$1.73M -17,388 -99%
GKIM
1002
GW&K Investment Management
Massachusetts
$14K +$14K +134 New
FCB
1003
First Command Bank
Texas
$13K -$298 -3 -2%
FCFS
1004
First Command Financial Services
Texas
$13K -$298 -3 -2%
CCMW
1005
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
WFA
1006
West Financial Advisors
Iowa
$13K – – –
TAM
1007
Tucker Asset Management
Colorado
$12.8K – – –
Lazard Asset Management
1008
Lazard Asset Management
New York
$12K -$42.6K -419 -78%
DTIM
1009
Danda Trouve Investment Management
Kansas
$12K – – –
SB
1010
Strategic Blueprint
Georgia
$12K +$12K +113 New
LPWM
1011
Lake Point Wealth Management
Texas
$12K +$12K +114 New
JFA
1012
JNBA Financial Advisors
Minnesota
$11K – – –
IPW
1013
IronBridge Private Wealth
Texas
$11K +$105 +1 +1%
WIM
1014
Westside Investment Management
California
$10.6K -$5.32K -2,000 -33%
Kayne Anderson Rudnick Investment Management
1015
Kayne Anderson Rudnick Investment Management
California
$10K – – –
SPWG
1016
Sage Private Wealth Group
Illinois
$10K – – –
BCPWM
1017
Bradley & Co Private Wealth Management
Florida
$10K – – –
HWM
1018
HighMark Wealth Management
Minnesota
$10K +$105 +1 +1%
JMF
1019
Johnson Midwest Financial
Iowa
$10K +$98 +1 +1%
CFG
1020
CKW Financial Group
Hawaii
$10K +$10K +99 New
PGWM
1021
Parisi Gray Wealth Management
New Jersey
$10K +$10K +100 New
RBC
1022
Roble Belko & Company
Pennsylvania
$9K – – –
PSIWM
1023
Paradigm Strategies in Wealth Management
Minnesota
$9K – – –
PGAM
1024
Princeton Global Asset Management
New Jersey
$9K – – –
CTB
1025
Country Trust Bank
Illinois
$7K – – –
39 40
41
42 43