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Prudential Financial
PRU

Overview Fund Activity

622 hedge funds and large institutions have $23.8B invested in Prudential Financial in 2013 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 208 increasing their positions, 247 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
+31
Holders Change %
+5.25%
% of All Funds
20.18%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.55%
New
70
Increased
208
Reduced
247
Closed
33
Calls
$212M
Puts
$207M
Net Calls
+$5.02M
Net Calls Change
+$11.4M

Top Buyers

1
Lord, Abbett & Co
1
Lord, Abbett & Co
New Jersey
$256M
2
WRF
2
Waddell & Reed Financial
Kansas
$156M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$300M
4
BA
4
BlackRock Advisors
Delaware
$702M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$617M

Top Sellers

1
DCM
1
Discovery Capital Management
Connecticut
$279M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$326M
3
Goldman Sachs
3
Goldman Sachs
New York
$481M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.44B
5
BIT
5
BlackRock Institutional Trust
California
$967M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
576
Carroll Financial Associates
North Carolina
$25K -$63.7K -823 -72%
HCM
577
Highlander Capital Management
New Jersey
$23.4K – – –
FANJ
578
Financial Architects (New Jersey)
New Jersey
$23K -$7.67K -100 -25%
EWM
579
Edge Wealth Management
New York
$21K – – –
MUMSS
580
Mitsubishi UFJ Morgan Stanley Securities
Japan
$20K -$31.5K -410 -61%
BOK
581
Bank of Kentucky
Kentucky
$20K – – –
EWM
582
Evercore Wealth Management
New York
$20K +$20K +247 New
ECM
583
Estabrook Capital Management
New York
$20K – – –
WA
584
Waverly Advisors
Alabama
$19K +$19K +246 New
DAM
585
Delta Asset Management
Tennessee
$18K – – –
ST
586
Smithfield Trust
Pennsylvania
$18K – – –
FA
587
Financial Advantage
Maryland
$18K – – –
FWM
588
Focused Wealth Management
New York
$17K +$17K +213 New
BIM
589
Bridgecreek Investment Management
Oklahoma
$16K – – –
WRM
590
Westport Resources Management
Connecticut
$15K – – –
AC
591
Alexandria Capital
Virginia
$14K +$3.98K +52 +40%
PMFA
592
Plante Moran Financial Advisors
Michigan
$13K -$44K -572 -77%
LWA
593
Lenox Wealth Advisors
New York
$13K – – –
FNBSF
594
First National Bank Sioux Falls
South Dakota
$12K – – –
SFS
595
Signator Financial Services
Massachusetts
$12K – – –
KTC
596
Kistler-Tiffany Companies
Pennsylvania
$11K – – –
LFG
597
LifePlan Financial Group
Ohio
$11K – – –
JFA
598
JNBA Financial Advisors
Minnesota
$10K – – –
LFR
599
Lehman Financial Resources
Pennsylvania
$10K – – –
DBT
600
Dubuque Bank & Trust
Iowa
$10K – – –
22 23
24
25 26