Prudential
206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.
53% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 51
0.02% more ownership
Funds ownership: 0.99% → 1% (+0.02%)
6% less funds holding
Funds holding: 219 → 206 (-13)
10% less capital invested
Capital invested by funds: $1.29B → $1.16B (-$130M)
25% less call options, than puts
Call options by funds: $210K | Put options by funds: $279K
31% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 32
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$10.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$6.71M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
+$4.71M |
| 4 |
Renaissance Technologies
New York
|
+$4.71M |
| 5 |
Lazard Asset Management
New York
|
+$4.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$14.6M |
| 2 |
CTA
Carillon Tower Advisers
St. Petersburg,
Florida
|
-$3.1M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$3.1M |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$2.46M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIP
226
Convergence Investment Partners
Palm Beach Gardens,
Florida
| – | -$17K | -344 | Closed |
|
|
IIC
227
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$14K | -292 | Closed |
|
|
FCAG
228
First Capital Advisors Group
Little Silver,
New Jersey
| – | -$13K | -263 | Closed |
|
|
TCOV
229
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$6K | -113 | Closed |
|
|
GWS
230
Glassman Wealth Services
Vienna,
Virginia
| – | -$4K | -89 | Closed |
|
|
WC
231
Whitnell & Co
Oak Brook,
Illinois
| – | -$3K | -60 | Closed |
|
|
KF
232
Krilogy Financial
St. Louis,
Missouri
| – | -$2K | -41 | Closed |
|
|
LA
233
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| – | -$2K | -40 | Closed |
|
|
BWL
234
Bogart Wealth LLC
Mclean,
Virginia
| – | -$1K | -29 | Closed |
|
|
EA
235
Edge Advisors
Atlanta,
Georgia
| – | -$1K | -28 | Closed |
|
236
Simplex Trading
Chicago,
Illinois
| – | -$1.32K | -27 | Closed |
|
|
KJWM
237
Kiley Juergens Wealth Management
Olympia,
Washington
| – | +$5.08K | +104 | New |
|
PUK Hedge Fund Activity: Q2 2018 in Review
206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.
Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.
The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.
- 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
- Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
- 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
- The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
- The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.
Based on aggregated 13F filings for Q2 2018.