PRU icon

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 %
CFFP
1176
Center for Financial Planning
Michigan
$3.55K – – –
ARS
1177
Adirondack Retirement Specialists
New York
$3.48K – – –
BLC
1178
Brown, Lisle/Cummings
Rhode Island
$3.38K – – –
MPCL
1179
My Personal CFO LLC
Washington
$3.38K +$3.38K +34 New
DJSG
1180
D.J. St. Germain
Massachusetts
$3.38K +$3.38K +34 New
DWMG
1181
DB Wealth Management Group
California
$3.38K +$3.38K +34 New
MWM
1182
Mascoma Wealth Management
New Hampshire
$3.28K – – –
TAIM
1183
TD Ameritrade Investment Management
Nebraska
$3K -$343 -4 -10%
HCM
1184
Horrell Capital Management
Arkansas
$3K – – –
CT
1185
Cambridge Trust
Massachusetts
$3K – – –
FRA
1186
Front Row Advisors
California
$3K – – –
IHWM
1187
Iron Horse Wealth Management
Iowa
$3K +$3K +26 New
TF
1188
Tompkins Financial
New York
$3K +$3K +35 New
MYAM
1189
Meiji Yasuda Asset Management
Japan
$3K -$1.46K -14,631 -33%
GWSA
1190
Global Wealth Strategies & Associates
Colorado
$2.98K +$2.98K +30 New
NMG
1191
New Millennium Group
Utah
$2.88K +$1.29K +13 +81%
AWM
1192
Align Wealth Management
Oklahoma
$2.75K +$2.75K +32 New
DI
1193
Disciplined Investments
Oklahoma
$2.49K -$5.27K -53 -68%
IAA
1194
Independent Advisor Alliance
North Carolina
$2.43K -$166 -1,673 -6%
SPWM
1195
Spartan Planning & Wealth Management
North Carolina
$2.39K +$2.39K +24 New
BAM
1196
Baldrige Asset Management
Pennsylvania
$2K +$2K +20 New
HT
1197
Headlands Technologies
Illinois
$2K +$2K +24 New
DAM
1198
Delta Asset Management
Tennessee
$1.99K +$1.99K +20 New
OIS
1199
Okabena Investment Services
Minnesota
$1.76K +$1.76K +16 New
PAI
1200
Pittenger & Anderson Inc
Nebraska
$1.69K – – –
46 47
48
49 50