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Prudential
PUK

173 hedge funds and large institutions have $882M invested in Prudential in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $861M → $882M (+$21.1M)

0.03% less ownership

Funds ownership: 0.89% → 0.86% (-0.03%)

4% less funds holding

Funds holding: 181 → 173 (-8)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
83
Closed
29
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.5M
2
BlackRock
BlackRock
New York
+$10.8M
3
Jane Street
Jane Street
New York
+$6.58M
4
Goldman Sachs
Goldman Sachs
New York
+$6.06M
5
CQS
Credential Qtrade Securities
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$20.7M
2
Northern Trust
Northern Trust
Illinois
-$16M
3
Lazard Asset Management
Lazard Asset Management
New York
-$9.59M
4
Ameriprise
Ameriprise
Minnesota
-$8.5M
5
SC
Scotia Capital
Ontario, Canada
-$5.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$3.56M +$3.52M +91,000 New
BCI
27
Brinker Capital Investments
Pennsylvania
$3.4M -$107K -2,767 -3%
CGH
28
Crossmark Global Holdings
Texas
$3.12M -$179K -4,630 -6%
SP
29
Solel Partners
Massachusetts
$2.87M -$87.8K -2,270 -3%
CIBC Asset Management
30
CIBC Asset Management
Ontario, Canada
$2.66M +$89.4K +2,312 +4%
RFC
31
Regions Financial Corp
Alabama
$2.55M +$181K +4,691 +8%
FCH
32
Freestone Capital Holdings
Washington
$2.45M -$433K -11,205 -15%
Franklin Resources
33
Franklin Resources
California
$2.44M -$95.2K -2,462 -4%
UBS Group
34
UBS Group
Switzerland
$2.22M -$853K -22,059 -28%
CS
35
Credit Suisse
Switzerland
$2.17M +$184K +4,767 +9%
AI
36
Atria Investments
North Carolina
$2.1M +$164K +4,231 +9%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$1.91M -$20.7M -536,206 -92%
USCWA
38
U.S. Capital Wealth Advisors
Texas
$1.89M +$1.86M +48,127 New
BU
39
BBVA USA
Alabama
$1.85M -$173K -4,478 -9%
OAM
40
Oppenheimer Asset Management
New York
$1.63M -$10.3K -267 -0.6%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.61M -$120K -3,099 -7%
Verition Fund Management
42
Verition Fund Management
Connecticut
$1.52M -$46.5K -1,203 -3%
Citigroup
43
Citigroup
New York
$1.41M -$1.07M -27,557 -43%
Invesco
44
Invesco
Georgia
$1.35M -$650K -16,798 -33%
EARNEST Partners
45
EARNEST Partners
Georgia
$1.32M -$127K -3,279 -9%
LPL Financial
46
LPL Financial
California
$1.17M +$92.7K +2,397 +9%
Allianz Asset Management
47
Allianz Asset Management
Germany
$1.12M -$63.2K -1,635 -5%
FTDI
48
First Trust Direct Indexing
Massachusetts
$1.08M +$140K +3,624 +15%
Comerica Bank
49
Comerica Bank
Texas
$1.07M -$2.08M -53,792 -67%
HCMT
50
Highland Capital Management (Tennessee)
Tennessee
$1.04M +$5.92K +153 +0.6%
1
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PUK Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2021, worth a combined $882M — up 2.4% from $861M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUK and 24 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 173 institutional investors held Prudential (PUK) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $882M of Prudential stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2021 and 29 closed out, a net change of -5 holders.
  • The largest Prudential buyer in Q3 2021 was Bank of America, an estimated $11.5M added.
  • The largest Prudential seller in Q3 2021 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.