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Prudential
PUK

174 hedge funds and large institutions have $912M invested in Prudential in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

86% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $1.26M

12% more capital invested

Capital invested by funds: $814M → $912M (+$97.8M)

7% more funds holding

Funds holding: 163 → 174 (+11)

0.01% more ownership

Funds ownership: 0.91% → 0.91% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
42
Reduced
70
Closed
17
Calls
$2.35M
Puts
$1.26M
Net Calls
+$1.09M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$21.2M
2
Jane Street
Jane Street
New York
+$16.6M
3
BHC
Bowen Hanes & Co
Florida
+$15.5M
4
SI
Sensato Investors
California
+$7.69M
5
CCM
Causeway Capital Management
California
+$5.01M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.5M
2
Renaissance Technologies
Renaissance Technologies
New York
-$8.33M
3
SI
Scout Investments
Missouri
-$7.23M
4
GT
Glenmede Trust
Pennsylvania
-$5.75M
5
Lazard Asset Management
Lazard Asset Management
New York
-$5.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$5.93M +$83.7K +2,331 +2%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$5.5M -$1.04M -28,872 -17%
William Blair Investment Management
28
William Blair Investment Management
Illinois
$4.76M +$52.2K +1,454 +1%
Kayne Anderson Rudnick Investment Management
29
Kayne Anderson Rudnick Investment Management
California
$4.72M -$270K -7,514 -6%
SEI Investments
30
SEI Investments
Pennsylvania
$4.42M +$1.01M +28,026 +32%
OMC
31
Old Mission Capital
Illinois
$3.75M +$3.49M +97,236 New
BC
32
Brinker Capital
Pennsylvania
$3.48M +$2.56M +71,399 +381%
WAM
33
World Asset Management
Michigan
$3.15M -$261K -7,275 -8%
Citigroup
34
Citigroup
New York
$3.08M +$1.7M +47,248 +145%
Comerica Bank
35
Comerica Bank
Texas
$2.97M +$292K +8,139 +12%
CS
36
Credential Securities
$2.84M +$1.33M +36,958 +101%
William Blair & Company
37
William Blair & Company
Illinois
$2.71M -$102K -2,837 -4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.59M -$26.1K -728 -1%
HGI
39
Hansberger Growth Investors
Wisconsin
$2.32M -$62.8K -1,750 -3%
Morgan Stanley
40
Morgan Stanley
New York
$2.08M -$9.5M -264,671 -83%
FM
41
Forward Management
California
$1.93M -$76.5K -2,131 -4%
GC
42
Guggenheim Capital
Illinois
$1.82M -$128K -3,567 -7%
Fiera Capital (Canada)
43
Fiera Capital (Canada)
Quebec, Canada
$1.5M -$6.39K -178 -0.5%
MCM
44
McKinley Capital Management
Alaska
$1.44M -$120K -3,343 -8%
ECM
45
ETrade Capital Management
Virginia
$1.39M +$113K +3,147 +10%
COI
46
Connable Office Inc
Michigan
$1.35M – – –
EARNEST Partners
47
EARNEST Partners
Georgia
$1.27M -$21.5K -599 -2%
CIBC Asset Management
48
CIBC Asset Management
Ontario, Canada
$1.13M +$396K +11,027 +60%
Stifel Financial
49
Stifel Financial
Missouri
$985K -$75.9K -2,114 -8%
Geode Capital Management
50
Geode Capital Management
Massachusetts
$955K +$305K +8,504 +52%
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PUK Hedge Fund Activity: Q4 2016 in Review

174 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2016, worth a combined $912M — up 12% from $814M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PUK positions and 17 closed out — a net gain of 15 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Northern Trust, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 174 institutional investors held Prudential (PUK) as of Q4 2016, up from 163 in Q3 2016.
  • Funds reported $912M of Prudential stock for Q4 2016, up 12% quarter-over-quarter.
  • 32 funds opened new Prudential positions in Q4 2016 and 17 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q4 2016 was Northern Trust, an estimated $21.2M added.
  • The largest Prudential seller in Q4 2016 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2016.