PRU icon

Prudential Financial
PRU

Overview Fund Activity

772 hedge funds and large institutions have $22.8B invested in Prudential Financial in 2015 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 314 increasing their positions, 261 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
772
Holders Change
-18
Holders Change %
-2.28%
% of All Funds
21.58%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.5%
New
57
Increased
314
Reduced
261
Closed
68
Calls
$256M
Puts
$243M
Net Calls
+$12.9M
Net Calls Change
-$147M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$426M
2
BG
2
BlackRock Group
United Kingdom
$396M
3
Bank of America
3
Bank of America
North Carolina
$271M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$236M
5
BIT
5
BlackRock Institutional Trust
California
$1.03B

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$100M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$534M
3
Morgan Stanley
3
Morgan Stanley
New York
$683M
4
CGM
4
Capital Growth Management
Massachusetts
$24.8M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
701
Tarbox Family Office
California
$22K – – –
HR
702
Howe & Rusling
New York
$21K – – –
CB
703
Community Bank
New York
$21K – – –
TSU
704
TD Securities (USA)
New York
$20K -$14.2M -183,205 -100%
CGT
705
Capital Guardian Trust
California
$19K -$14.8K -195 -44%
MCM
706
Manchester Capital Management
Vermont
$19K – – –
FA
707
Financial Advantage
Maryland
$18K – – –
RAM
708
Riggs Asset Management
Pennsylvania
$16K -$15.2K -200 -49%
MAS
709
Madden Advisory Services
Florida
$16K – – –
GWS
710
Glassman Wealth Services
Virginia
$16K – – –
MUS
711
Mitsubishi UFJ Securities
Japan
$14K -$14K -180 -50%
FHA
712
First Horizon Advisors
Tennessee
$14K -$1.47K -20 -10%
WRM
713
Westport Resources Management
Connecticut
$14K – – –
LWA
714
Lenox Wealth Advisors
New York
$14K – – –
JFA
715
JNBA Financial Advisors
Minnesota
$14K +$4.67K +62 +50%
KA
716
Klingman & Associates
New York
$13K – – –
EDRE
717
Edmond de Rothschild (Europe)
Luxembourg
$13K +$13K +174 New
DAM
718
Delta Asset Management
Tennessee
$12K – – –
FNBSF
719
First National Bank Sioux Falls
South Dakota
$12K – – –
AF
720
Allworth Financial
California
$11K – – –
EDRS
721
Edmond de Rothschild (Suisse)
Switzerland
$11K – – –
RA
722
Rational Advisors
New York
$11K – – –
BAM
723
Bruderman Asset Management
New York
$11K +$1.18K +16 +12%
VCM
724
Vigilant Capital Management
Maine
$11K +$11K +139 New
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$10.7K – – –
27 28
29
30 31