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Prudential Financial
PRU

Overview Fund Activity

755 hedge funds and large institutions have $26.8B invested in Prudential Financial in 2014 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 280 increasing their positions, 269 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+22
Holders Change %
+3%
% of All Funds
20.15%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
87
Increased
280
Reduced
269
Closed
55
Calls
$565M
Puts
$375M
Net Calls
+$189M
Net Calls Change
+$102M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$319M
2
DCM
Discovery Capital Management
Connecticut
+$203M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$76.7M
4
FTCM
Fir Tree Capital Management
New York
+$66.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$63.2M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$292M
2
Ameriprise
Ameriprise
Minnesota
-$201M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$158M
4
Axa
Axa
France
-$87M
5
BA
BlackRock Advisors
Delaware
-$63.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
551
Fiduciary Trust International of Pennsylvania
Pennsylvania
$369K -$114K -1,263 -24%
BCMO
552
Buckingham Capital Management (Ohio)
Ohio
$364K -$2.26K -25 -0.6%
DMC
553
Drexel Morgan & Co
Pennsylvania
$361K – – –
SFSIG
554
San Francisco Sentry Investment Group
California
$353K – – –
CC
555
Courier Capital
New York
$341K – – –
MCM
556
Murphy Capital Management
New Jersey
$340K +$452 +5 +0.1%
EWM
557
Evercore Wealth Management
New York
$337K +$233K +2,570 +223%
GT
558
Glenview Trust
Kentucky
$337K +$337K +3,730 New
HSA
559
HBK Sorce Advisory
Pennsylvania
$334K +$72.3K +798 +28%
SIM
560
SSI Investment Management
California
$330K -$92.7K -1,025 -22%
LH
561
Lebenthal Holdings
New York
$330K +$330K +3,647 New
RCM
562
Reynolds Capital Management
Nevada
$326K +$54.3K +600 +20%
QIM
563
Quantitative Investment Management
Virginia
$325K +$325K +3,600 New
SWP
564
Stratos Wealth Partners
Ohio
$320K +$320K +3,538 New
PHAM
565
Palisades Hudson Asset Management
Florida
$308K – – –
CG
566
Colony Group
Massachusetts
$303K -$4.62K -51 -2%
ACI
567
Alpha Cubed Investments
California
$303K +$70.8K +784 +30%
SEI Investments
568
SEI Investments
Pennsylvania
$302K +$302K +3,396 New
FNB
569
First Niagara Bank
New York
$298K – – –
SPC
570
Sigma Planning Corp
Michigan
$298K +$298K +3,294 New
CEP
571
Chicago Equity Partners
Illinois
$294K -$536K -5,925 -65%
CCA
572
Checchi Capital Advisers
California
$294K +$61K +674 +26%
GIS
573
Guardian Investor Services
New York
$287K -$7.96K -88 -3%
KFS
574
Kurt F. Somerville
$285K +$285K +3,147 New
NFC
575
Northeast Financial Consultants
Connecticut
$283K +$54.2K +600 +24%
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