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Prudential Financial
PRU

Overview Fund Activity

1,256 hedge funds and large institutions have $24B invested in Prudential Financial in 2024 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 459 increasing their positions, 451 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,256
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
18.21%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
119
Increased
459
Reduced
451
Closed
72
Calls
$650M
Puts
$1.04B
Net Calls
-$393M
Net Calls Change
-$243M

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$103M
2
Citadel Advisors
Citadel Advisors
Florida
$52.2M
3
Millennium Management
Millennium Management
New York
$52.7M
4
WCM
Wedge Capital Management
North Carolina
$42.1M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
$41.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$752M
2
BlackRock
BlackRock
New York
$3.66B
3
Goldman Sachs
Goldman Sachs
New York
$332M
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.9B
5
Invesco
Invesco
Georgia
$368M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
1176
Old Point Trust & Financial Services N A
Virginia
$11.7K +$8.92K +76 +317%
TCM
1177
TD Capital Management
Tennessee
$11.7K +$11.7K +100 New
CFFP
1178
Center for Financial Planning
Michigan
$11.5K +$2.34K +20 +26%
IFS
1179
Intelligent Financial Strategies
Minnesota
$11.2K – – –
TF
1180
Tompkins Financial
New York
$11K +$2.47K +21 +29%
FMP
1181
Financial Management Professionals
Texas
$11K +$7.41K +62 +207%
CIA
1182
Cape Investment Advisory
Georgia
$10.8K – – –
EBA
1183
Eagle Bay Advisors
New York
$10.6K -$2.7K -23 -20%
DPW
1184
DiNuzzo Private Wealth
Pennsylvania
$10.3K – – –
RBC
1185
Roble Belko & Company
Pennsylvania
$10K – – –
MBFW
1186
Morton Brown Family Wealth
Pennsylvania
$9.98K – – –
HCM
1187
Highlander Capital Management
New Jersey
$9.98K – – –
VWA
1188
Valued Wealth Advisors
Utah
$9.75K +$4.93K +42 +102%
CWC
1189
Carolinas Wealth Consulting
North Carolina
$9.74K +$704 +6 +8%
RWM
1190
Ruedi Wealth Management
Illinois
$9.63K – – –
MSG
1191
Main Street Group
Virginia
$9.47K +$5.73K +49 +153%
DWA
1192
Delos Wealth Advisors
Texas
$9.39K +$9.39K +80 New
WAS
1193
Winch Advisory Services
Wisconsin
$9.25K +$117 +1 +1%
HWM
1194
HighMark Wealth Management
Minnesota
$9.11K +$117 +1 +1%
OAJ
1195
Ogorek Anthony Joseph
New York
$9K – – –
BAM
1196
Bellevue Asset Management
Washington
$8.81K – – –
AWM
1197
Abound Wealth Management
Tennessee
$8.72K +$589 +5 +7%
LWANC
1198
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.34K +$1.29K +11 +18%
SFA
1199
Semmax Financial Advisors
North Carolina
$8.26K +$118 +1 +1%
KWAG
1200
Kiely Wealth Advisory Group
North Carolina
$8.06K +$4.48K +40 +125%
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