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Prudential
PUK

Overview Fund Activity

188 hedge funds and large institutions have $677M invested in Prudential in 2023 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+21
Holders Change %
+12.57%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
44
Increased
73
Reduced
52
Closed
20
Calls
$355K
Puts
$424K
Net Calls
-$69K
Net Calls Change
+$108K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$133M
2
Goldman Sachs
2
Goldman Sachs
New York
$45.2M
3
Optiver Holding
3
Optiver Holding
Netherlands
$5.11M
4
OMC
4
Old Mission Capital
Illinois
$4.1M
5
CCM
5
Causeway Capital Management
California
$33.3M

Top Sellers

1
CQS
1
Credential Qtrade Securities
$3.12K
2
Bank of America
2
Bank of America
North Carolina
$56.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$28.1M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.71M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
151
Colonial Trust
South Carolina
$6.29K – – –
BHWM
152
Beaird Harris Wealth Management
Texas
$5.48K +$5.48K +244 New
CFGS
153
Concourse Financial Group Securities
Alabama
$5.48K +$404 +18 +8%
HWA
154
HHM Wealth Advisors
Tennessee
$5.1K – – –
RIL
155
Rothschild Investment LLC
Illinois
$5.01K +$5.01K +223 New
CWC
156
Carolinas Wealth Consulting
North Carolina
$4.18K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$3.88K +$3.88K +173 New
CQS
158
Credential Qtrade Securities
$3.12K -$24M -1,067,071 -100%
JWA
159
JFS Wealth Advisors
Pennsylvania
$3.1K -$472 -21 -13%
GKIM
160
GW&K Investment Management
Massachusetts
$3K – – –
NS
161
NBC Securities
Alabama
$3K +$107 +6 +4%
WIA
162
Wetzel Investment Advisors
Indiana
$3K +$3K +118 New
NA
163
NewEdge Advisors
Louisiana
$2.99K +$2.99K +133 New
RFG
164
RFP Financial Group
Georgia
$2.76K – – –
CBT
165
CoreFirst Bank & Trust
Kansas
$2.67K – – –
AF
166
Allworth Financial
California
$2.65K -$2.83K -126 -52%
IA
167
IFP Advisors
Florida
$2.45K -$8.4K -374 -77%
HWM
168
HighMark Wealth Management
Minnesota
$2.36K – – –
BWM
169
BKM Wealth Management
Wisconsin
$2.29K +$2.29K +102 New
GWM
170
Geneos Wealth Management
Colorado
$2.22K +$2.22K +99 New
Baillie Gifford & Co
171
Baillie Gifford & Co
United Kingdom
$2.2K +$2.2K +98 New
WAG
172
Wiser Advisor Group
Arizona
$2K +$2K +89 New
SWM
173
Sugarloaf Wealth Management
Georgia
$1.55K – – –
ME
174
McIlrath & Eck
Washington
$1.35K -$449 -20 -25%
BIA
175
Bell Investment Advisors
California
$1.28K -$337 -15 -21%
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