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Prudential
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Overview Fund Activity

172 hedge funds and large institutions have $772M invested in Prudential in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
70
Reduced
51
Closed
18
Calls
$76K
Puts
$20K
Net Calls
+$56K
Net Calls Change
-$201K

Top Buyers

1
BlackRock
BlackRock
New York
$107M
2
Goldman Sachs
Goldman Sachs
New York
$51.5M
3
Bank of America
Bank of America
North Carolina
$103M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$56.2M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$13.6M

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$0
2
Optiver Holding
Optiver Holding
Netherlands
$4.55M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$24.2M
4
OMC
Old Mission Capital
Illinois
$0
5
UBS Group
UBS Group
Switzerland
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
151
Bollard Group
Massachusetts
$3K +$3K +107 New
M
152
MOTCO
Texas
$2.61K +$2.61K +92 New
ME
153
McIlrath & Eck
Washington
$2.27K – – –
EWM
154
Endurance Wealth Management
Rhode Island
$2K – – –
KFP
155
KB Financial Partners
New Jersey
$2K – – –
SWM
156
Sugarloaf Wealth Management
Georgia
$1.95K – – –
HNB
157
Huntington National Bank
Ohio
$1.87K +$1.87K +66 New
SWM
158
Spire Wealth Management
Virginia
$1.78K -$1.1K -39 -38%
BIA
159
Bell Investment Advisors
California
$1.5K +$510 +18 +51%
IA
160
IFP Advisors
Florida
$1.36K +$850 +30 +167%
AF
161
Allworth Financial
California
$1.3K -$1.02K -36 -44%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$1.3K +$1.3K +46 New
SCA
163
Stonebridge Capital Advisors
Minnesota
$1.25K +$627 +22 +100%
IRC
164
Investors Research Corp
Georgia
$1.25K – – –
CWP
165
Concord Wealth Partners
Virginia
$906 – – –
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$878 +$878 +31 New
GI
167
Gradient Investments
Minnesota
$765 +$765 +27 New
FGAM
168
Financial Gravity Asset Management
Texas
$698 +$698 +28 New
GJIA
169
Glass Jacobson Investment Advisors
Maryland
$510 +$510 +18 New
AWM
170
Abound Wealth Management
Tennessee
$510 +$510 +18 New
HIA
171
Harbor Investment Advisory
Maryland
$198 +$198 +7 New
AWA
172
Arete Wealth Advisors
Illinois
– -$12.3M -248,560 Closed
OMC
173
Old Mission Capital
Illinois
– -$3.33M -121,755 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
– -$3.03M -110,884 Closed
CF
175
Cantor Fitzgerald
New York
– -$2.9M -106,211 Closed
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