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Prudential
PUK

167 hedge funds and large institutions have $1.03B invested in Prudential in 2017 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $1.26M | Put options by funds: $351K

24% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 50

13% more capital invested

Capital invested by funds: $912M → $1.03B (+$122M)

0.06% more ownership

Funds ownership: 0.91% → 0.97% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 174 → 167 (-7)

17% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 24

Holders
167
Holders Change
-7
Holders Change %
-4.02%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
62
Reduced
50
Closed
24
Calls
$1.26M
Puts
$351K
Net Calls
+$906K
Net Calls Change
-$181K

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$34.6M
2
Bank of America
Bank of America
North Carolina
+$7.71M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$6.5M
4
PPA
Parametric Portfolio Associates
Washington
+$4.79M
5
SI
Sensato Investors
California
+$2.35M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$4.72M
2
OMC
Old Mission Capital
Illinois
-$3.01M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.01M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$1.16M
5
UBS AM
UBS AM
Illinois
-$853K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
26
UBS AM
Illinois
$6.33M -$853K -21,718 -12%
William Blair Investment Management
27
William Blair Investment Management
Illinois
$6.22M +$1.1M +27,905 +23%
UBS Group
28
UBS Group
Switzerland
$5.7M -$583K -14,850 -10%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$5.21M -$623K -15,862 -11%
BC
30
Brinker Capital
Pennsylvania
$4.9M +$1.13M +28,691 +32%
Citigroup
31
Citigroup
New York
$4.78M +$1.43M +36,456 +46%
SEI Investments
32
SEI Investments
Pennsylvania
$4.77M +$61.8K +1,573 +1%
CS
33
Credential Securities
$4M +$943K +23,989 +33%
Comerica Bank
34
Comerica Bank
Texas
$3.44M +$48.4K +1,232 +2%
WAM
35
World Asset Management
Michigan
$3.4M +$50.6K +1,288 +2%
William Blair & Company
36
William Blair & Company
Illinois
$3.2M +$301K +7,665 +11%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$3.05M +$277K +7,053 +10%
HGI
38
Hansberger Growth Investors
Wisconsin
$2.52M +$46.6K +1,185 +2%
GC
39
Guggenheim Capital
Illinois
$2.09M +$147K +3,735 +8%
Morgan Stanley
40
Morgan Stanley
New York
$2.03M -$175K -4,444 -8%
ECM
41
ETrade Capital Management
Virginia
$2M +$493K +12,542 +35%
OAM
42
Oppenheimer Asset Management
New York
$1.79M +$1.71M +43,517 New
ACM
43
Azimuth Capital Management
Michigan
$1.7M +$1.63M +41,472 New
FM
44
Forward Management
California
$1.69M -$354K -9,003 -18%
DBT
45
Dubuque Bank & Trust
Iowa
$1.62M +$1.55M +39,417 New
Millennium Management
46
Millennium Management
New York
$1.56M +$525K +13,360 +54%
MCM
47
McKinley Capital Management
Alaska
$1.46M -$67.3K -1,713 -5%
PA
48
Profund Advisors
Maryland
$1.41M +$454K +11,567 +51%
EARNEST Partners
49
EARNEST Partners
Georgia
$1.37M +$16.1K +410 +1%
CIBC Asset Management
50
CIBC Asset Management
Ontario, Canada
$1.24M +$33.4K +850 +3%
1
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3 4 5

PUK Hedge Fund Activity: Q1 2017 in Review

167 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2017, worth a combined $1.03B — up 13% from $912M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PUK and 20 opened new positions — a net loss of 4 holders — while 50 trimmed existing stakes and 62 added.

The largest buyer was Wells Fargo, adding an estimated $34.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $4.72M sold.

  • 167 institutional investors held Prudential (PUK) as of Q1 2017, down from 174 in Q4 2016.
  • Funds reported $1.03B of Prudential stock for Q1 2017, up 13% quarter-over-quarter.
  • 20 funds opened new Prudential positions in Q1 2017 and 24 closed out, a net change of -4 holders.
  • The largest Prudential buyer in Q1 2017 was Wells Fargo, an estimated $34.6M added.
  • The largest Prudential seller in Q1 2017 was Kayne Anderson Rudnick Investment Management, an estimated $4.72M sold.

Based on aggregated 13F filings for Q1 2017.