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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 %
RTC
1101
Riverview Trust Company
Washington
$15K -$14.5K -145 -49%
RDIA
1102
RE Dickinson Investment Advisors
Iowa
$15K +$918 +9 +7%
WSCM
1103
Wellington Shields Capital Management
New York
$14.9K – – –
SC
1104
Steph & Co
Wisconsin
$14K – – –
HWA
1105
HHM Wealth Advisors
Tennessee
$13.9K – – –
BIA
1106
Bell Investment Advisors
California
$13.2K +$3.78K +38 +40%
First Manhattan
1107
First Manhattan
New York
$13K – – –
WFA
1108
West Financial Advisors
Iowa
$13K – – –
FCB
1109
First Command Bank
Texas
$13K – – –
FCFS
1110
First Command Financial Services
Texas
$13K – – –
TAM
1111
Tucker Asset Management
Colorado
$12.5K – – –
GA
1112
GoalVest Advisory
New York
$12.4K +$12.4K +125 New
SIC
1113
SJS Investment Consulting
Ohio
$12K +$8.06K +81 +203%
PGAM
1114
Princeton Global Asset Management
New Jersey
$12K – – –
BCMLT
1115
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K – – –
AAMA
1116
Advanced Asset Management Advisors
Ohio
$11.2K +$11.2K +113 New
CAL
1117
Capital Advisors Ltd
Ohio
$11K -$2.26K -22 -17%
PP
1118
PrairieView Partners
Minnesota
$11K – – –
JMF
1119
Johnson Midwest Financial
Iowa
$11K +$100 +1 +0.9%
FWA
1120
FSC Wealth Advisors
New York
$10.5K – – –
WIM
1121
Westside Investment Management
California
$10.4K +$493 +200 +5%
SC
1122
Schubert & Co
Texas
$10.3K +$99 +1 +1%
CAL
1123
Capital Analysts LLC
Pennsylvania
$10K +$3.75K +36 +60%
BWA
1124
Boulder Wealth Advisors
Colorado
$10K +$10K +100 New
NIC
1125
Northwest Investment Counselors
Oregon
$9.95K – – –
43 44
45
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