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Prudential Financial
PRU

Overview Fund Activity

864 hedge funds and large institutions have $30.3B invested in Prudential Financial in 2017 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 327 increasing their positions, 301 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+17
Holders Change %
+2.01%
% of All Funds
21.54%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.55%
New
87
Increased
327
Reduced
301
Closed
58
Calls
$457M
Puts
$239M
Net Calls
+$218M
Net Calls Change
-$149M

Top Buyers

1
BlackRock
BlackRock
New York
+$3.34B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$161M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$155M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$103M
5
JIM
Jupiter Investment Management
United Kingdom
+$101M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$327M
2
Morgan Stanley
Morgan Stanley
New York
-$107M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$104M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$92.5M
5
APG Asset Management
APG Asset Management
Netherlands
-$86.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KWMG
676
King Wealth Management Group
Florida
$205K +$205K +1,919 New
RBC
677
Ronald Blue & Co
Georgia
$205K +$205K +1,926 New
PCMC
678
Paragon Capital Management (Colorado)
Colorado
$203K +$203K +1,900 New
VFA
679
Virtus Fund Advisers
Connecticut
$200K – – –
JCM
680
Jacobi Capital Management
Pennsylvania
$194K +$5.27K +50 +3%
LNB
681
Ledyard National Bank
$192K +$188K +1,755 +4,179%
FANJ
682
Financial Architects (New Jersey)
New Jersey
$182K +$107 +1 +0.1%
EWM
683
Evercore Wealth Management
New York
$179K +$50.1K +469 +39%
GLI
684
Guardian Life Insurance
New York
$177K +$534 +5 +0.3%
AIS
685
Accurate Investment Solutions
Pennsylvania
$173K +$213 +2 +0.1%
SC
686
SRB Corp
Massachusetts
$172K -$11K -103 -6%
VNA
687
Valley National Advisers
Pennsylvania
$172K -$1.49K -14 -0.9%
TCM
688
Tradewinds Capital Management
Washington
$166K -$4.58K -43 -3%
MRCM
689
M&R Capital Management
New Jersey
$161K -$10.6K -100 -6%
TC
690
Trust Company
Kansas
$159K – – –
CFA
691
Carroll Financial Associates
North Carolina
$156K – – –
FPFS
692
First Personal Financial Services
North Carolina
$150K +$4.9K +46 +3%
PCM
693
Prelude Capital Management
New York
$146K +$146K +1,364 New
WIM
694
Westside Investment Management
California
$142K -$2.43K -23 -2%
TCOV
695
Trust Company of Vermont
Vermont
$142K -$19.7K -185 -12%
QCG
696
Quadrant Capital Group
Ohio
$139K +$13.8K +137 +11%
OC
697
Oakworth Capital
Alabama
$135K – – –
PFGIA
698
Patriot Financial Group Insurance Agency
Massachusetts
$134K – – –
ZB
699
Zions Bancorporation
Utah
$131K -$16.1K -149 -11%
VIA
700
Vantage Investment Advisors
Pennsylvania
$131K +$107 +1 +0.1%
26 27
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