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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 %
CWC
1201
Carolinas Wealth Consulting
North Carolina
$1.69K +$1.19K +12 +240%
LS
1202
Leelyn Smith
Illinois
$1.59K – – –
VCM
1203
Versant Capital Management
Arizona
$1.59K – – –
BWAM
1204
Boyd Watterson Asset Management
Ohio
$1.59K +$1.59K +16 New
ECM
1205
Everence Capital Management
Indiana
$1.39K -$673 -6,770 -33%
IA
1206
IFS Advisors
Kansas
$1.19K – – –
RG
1207
Retirement Group
California
$1K – – –
SFA
1208
Semmax Financial Advisors
North Carolina
$1K – – –
Canada Pension Plan Investment Board
1209
Canada Pension Plan Investment Board
Ontario, Canada
$995 -$5.16M -51,870 -100%
FSWA
1210
Financial Synergies Wealth Advisors
Texas
$796 – – –
ITIM
1211
Indiana Trust & Investment Management
Indiana
$629 -$27 -275 -4%
AA
1212
Addison Advisors
Vermont
$497 – – –
TWP
1213
TFO Wealth Partners
Ohio
$291 +$291 +4 New
TCOT
1214
Trust Company of Toledo
Ohio
$221 +$221 +2,218 New
FGAM
1215
Financial Gravity Asset Management
Texas
$45 +$45 +99 New
CMP
1216
Coston McIsaac & Partners
Maine
$18 – – –
Caisse de Depot et Placement du Quebec (CDPQ)
1217
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$14.7M -171,112 Closed
BC
1218
Brookfield Corp
Ontario, Canada
– -$13.9M -161,762 Closed
Wealth Enhancement Advisory Services
1219
Wealth Enhancement Advisory Services
Minnesota
– -$10.6M -116,537 Closed
BTCPP
1220
Border to Coast Pensions Partnership
United Kingdom
– -$9.19M -107,088 Closed
TI
1221
Trexquant Investment
Connecticut
– -$4.58M -53,391 Closed
MA
1222
MUFG Americas
New York
– -$4.33M -50,515 Closed
OQS
1223
Occudo Quantitative Strategies
Florida
– -$4.32M -50,361 Closed
VF
1224
Virtu Financial
New York
– -$2.02M -23,555 Closed
EI
1225
EDMP Inc
Florida
– -$1.93M -22,546 Closed
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