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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
$584M
2
BlackRock
BlackRock
New York
$3.2B
3
Invesco
Invesco
Georgia
$384M
4
Charles Schwab
Charles Schwab
California
$644M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.01B

Top Sellers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$186M
2
State Street
State Street
Massachusetts
$1.7B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$99.3M
4
Federated Hermes
Federated Hermes
Pennsylvania
$62.4M
5
CGM
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
1051
Steph & Co
Wisconsin
$14K – – –
BHWM
1052
Beaird Harris Wealth Management
Texas
$14K – – –
FCB
1053
First Command Bank
Texas
$14K +$1.85K +20 +15%
FCFS
1054
First Command Financial Services
Texas
$14K +$1.85K +20 +15%
WFA
1055
West Financial Advisors
Iowa
$13K -$6.75K -68 -34%
CAL
1056
Capital Advisors Ltd
Ohio
$13K +$2.7K +28 +26%
PB
1057
Pinnacle Bancorp
Nebraska
$13K +$3.37K +35 +35%
WIM
1058
Westside Investment Management
California
$12.2K – – –
First Manhattan
1059
First Manhattan
New York
$12K -$30.4K -332 -72%
PGAM
1060
Princeton Global Asset Management
New Jersey
$12K – – –
DTIM
1061
Danda Trouve Investment Management
Kansas
$12K – – –
TAM
1062
Tucker Asset Management
Colorado
$12K – – –
LPWM
1063
Lake Point Wealth Management
Texas
$11K – – –
AIP
1064
Ahrens Investment Partners
Louisiana
$11K – – –
PP
1065
PrairieView Partners
Minnesota
$11K – – –
CWM
1066
Curi Wealth Management
North Carolina
$11K – – –
FWA
1067
FSC Wealth Advisors
New York
$10K – – –
Kayne Anderson Rudnick Investment Management
1068
Kayne Anderson Rudnick Investment Management
California
$10K – – –
NIC
1069
Northwest Investment Counselors
Oregon
$10K – – –
IRAG
1070
Investment Research & Advisory Group
Georgia
$10K – – –
SPWG
1071
Sage Private Wealth Group
Illinois
$10K – – –
BWS
1072
BCR Wealth Strategies
Alabama
$10K – – –
JMF
1073
Johnson Midwest Financial
Iowa
$10K +$93 +1 +0.9%
BIA
1074
Bell Investment Advisors
California
$10K +$10K +106 New
CA
1075
Crewe Advisors
Utah
$10K +$10K +109 New
41 42
43
44 45