PRU icon

Prudential Financial
PRU

Overview Fund Activity

1,117 hedge funds and large institutions have $18.2B invested in Prudential Financial in 2022 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 473 increasing their positions, 344 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,117
Holders Change
-26
Holders Change %
-2.27%
% of All Funds
19.32%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.09%
New
82
Increased
473
Reduced
344
Closed
89
Calls
$407M
Puts
$575M
Net Calls
-$168M
Net Calls Change
-$46.6M

Top Buyers

1
Charles Schwab
Charles Schwab
California
$627M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$23.3M
3
Aberdeen Group
Aberdeen Group
United Kingdom
$32M
4
Vanguard Group
Vanguard Group
Pennsylvania
$2.72B
5
BC
Brookfield Corp
Ontario, Canada
$13.9M

Top Sellers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
2
KBC Group
KBC Group
Belgium
$28.5M
3
WCM
Wedge Capital Management
North Carolina
$0
4
BlackRock
BlackRock
New York
$2.85B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$4.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
1001
Plante Moran Financial Advisors
Michigan
$20K +$1.22K +14 +6%
AIC
1002
Archer Investment Corporation
Indiana
$19.3K – – –
GIA
1003
GHP Investment Advisors
Colorado
$19K -$1.01K -12 -5%
APC
1004
Aspire Private Capital
North Carolina
$19K – – –
JWM
1005
Janiczek Wealth Management
Colorado
$18K -$16.1K -173 -47%
EARNEST Partners
1006
EARNEST Partners
Georgia
$18K – – –
CHA
1007
Carmichael Hill & Associates
Maryland
$18K – – –
CFD
1008
Creative Financial Designs
Indiana
$18K +$10.5K +120 +141%
AW
1009
Avion Wealth
Texas
$17K – – –
MAWCM
1010
Mine & Arao Wealth Creation & Management
California
$17K – – –
KA
1011
Kozak & Associates
Colorado
$17K +$182 +2 +1%
SPWG
1012
Sage Private Wealth Group
Illinois
$17K +$8.54K +101 +101%
HF
1013
Halpern Financial
Virginia
$16.5K – – –
CMP
1014
Coston McIsaac & Partners
Maine
$16K – – –
FEG
1015
Financial Enhancement Group
Indiana
$16K – – –
PK
1016
Pflug Koory
Nebraska
$16K – – –
WAS
1017
Winch Advisory Services
Wisconsin
$16K +$264 +3 +2%
CA
1018
Crewe Advisors
Utah
$16K +$6.77K +80 +73%
KFP
1019
KB Financial Partners
New Jersey
$15K – – –
TFS
1020
TrustCore Financial Services
Tennessee
$15K – – –
SAM
1021
Strategic Asset Management
Minnesota
$15K – – –
TIM
1022
Tortoise Investment Management
New York
$14K -$10.7K -125 -43%
EBA
1023
Eagle Bay Advisors
New York
$14K -$417 -5 -3%
TAM
1024
Tucker Asset Management
Colorado
$13.1K – – –
WSCM
1025
Wellington Shields Capital Management
New York
$13K – – –
39 40
41
42 43