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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
$1B
2
Charles Schwab
Charles Schwab
California
$796M
3
Amundi
Amundi
France
$151M
4
Morgan Stanley
Morgan Stanley
New York
$655M
5
Barclays
Barclays
United Kingdom
$115M

Top Sellers

1
Nordea Investment Management
Nordea Investment Management
Sweden
$61.8M
2
LSV Asset Management
LSV Asset Management
Illinois
$61.2M
3
Invesco
Invesco
Georgia
$315M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$239M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.51M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHWM
1151
Bay Harbor Wealth Management
Maryland
$6K – – –
SC
1152
Sierra Capital
Florida
$6K – – –
M
1153
MOTCO
Texas
$5.97K – – –
LWANC
1154
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.97K – – –
CSWM
1155
Cassady Schiller Wealth Management
Ohio
$5.87K +$5.87K +59 New
FFL
1156
Financial Freedom LLC
Ohio
$5.79K +$5.79K +58 New
CWA
1157
Core Wealth Advisors
Florida
$5.67K – – –
WWM
1158
Wolff Wiese Magana
California
$5.47K +$1.49K +15 +38%
HNWAG
1159
High Net Worth Advisory Group
Florida
$5.37K – – –
RFG
1160
RFP Financial Group
Georgia
$5.37K +$5.37K +54 New
CMA
1161
Cedar Mountain Advisors
Oregon
$5.07K – – –
KIA
1162
Kraematon Investment Advisors
Massachusetts
$5.07K +$5.07K +51 New
GI
1163
GS Investments
Minnesota
$4.97K – – –
LFA
1164
Legend Financial Advisors
Pennsylvania
$4.97K – – –
AWM
1165
Abound Wealth Management
Tennessee
$4.9K +$1.5K +15 +44%
CWM
1166
Cranbrook Wealth Management
Michigan
$4.77K – – –
TCM
1167
Tradewinds Capital Management
Washington
$4.68K – – –
RWPA
1168
Richard W. Paul & Associates
Michigan
$4.48K +$4.48K +45 New
SCA
1169
Stuart Chaussee & Associates
California
$4.18K – – –
DAC
1170
Dividend Assets Capital
South Carolina
$4K – – –
FMP
1171
Financial Management Professionals
Texas
$4K – – –
FCT
1172
First Community Trust
Iowa
$4K – – –
MSCM
1173
McElhenny Sheffield Capital Management
Texas
$3.78K +$3.78K +38 New
AFS
1174
Annapolis Financial Services
Maryland
$3.58K – – –
WAM
1175
Worth Asset Management
Texas
$3.58K – – –
45 46
47
48 49