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Prudential
PUK

186 hedge funds and large institutions have $782M invested in Prudential in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

8% more funds holding

Funds holding: 173 → 186 (+13)

0.03% less ownership

Funds ownership: 0.86% → 0.83% (-0.03%)

11% less capital invested

Capital invested by funds: $882M → $782M (-$99.4M)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
186
Holders Change
+13
Holders Change %
+7.51%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
49
Reduced
60
Closed
26
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$37M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$34.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
4
SG
StoneX Group
New York
+$14.8M
5
Optiver Holding
Optiver Holding
Netherlands
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50M
2
BlackRock
BlackRock
New York
-$48.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$30.9M
4
Goldman Sachs
Goldman Sachs
New York
-$9.82M
5
PPA
Parametric Portfolio Associates
Washington
-$8.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
26
SEI Investments
Pennsylvania
$4.98M -$63.4K -1,671 -1%
Morgan Stanley
27
Morgan Stanley
New York
$4.8M +$501K +13,214 +10%
MAM
28
Madison Asset Management
Wisconsin
$4.12M -$558K -14,709 -11%
Renaissance Technologies
29
Renaissance Technologies
New York
$3.4M +$3.75M +98,800 New
Marshall Wace
30
Marshall Wace
United Kingdom
$3.15M +$3.47M +91,352 New
Franklin Resources
31
Franklin Resources
California
$3.1M +$1.05M +27,654 +44%
CGH
32
Crossmark Global Holdings
Texas
$2.94M +$229K +6,038 +8%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.74M -$721K -18,999 -19%
CIBC Asset Management
34
CIBC Asset Management
Ontario, Canada
$2.66M +$353K +9,305 +14%
SP
35
Solel Partners
Massachusetts
$2.52M – – –
CS
36
Credit Suisse
Switzerland
$2.42M +$566K +14,916 +27%
BCI
37
Brinker Capital Investments
Pennsylvania
$2.25M -$904K -23,838 -27%
FCH
38
Freestone Capital Holdings
Washington
$2.25M +$105K +2,759 +4%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$2.22M +$1.73M +45,604 +241%
CSS
40
Cubist Systematic Strategies
Connecticut
$2.05M +$2.25M +59,172 +14,793%
AI
41
Atria Investments
North Carolina
$2.02M +$187K +4,920 +9%
OAM
42
Oppenheimer Asset Management
New York
$1.97M +$589K +15,514 +37%
UBS Group
43
UBS Group
Switzerland
$1.74M -$232K -6,116 -11%
RFC
44
Regions Financial Corp
Alabama
$1.73M -$567K -14,944 -23%
USCWA
45
U.S. Capital Wealth Advisors
Texas
$1.64M -$21.5K -567 -1%
Osaic Holdings
46
Osaic Holdings
Arizona
$1.49M +$91.9K +2,422 +6%
American Century Companies
47
American Century Companies
Missouri
$1.31M +$908K +23,939 +171%
State Street
48
State Street
Massachusetts
$1.28M +$718K +18,918 +103%
Citigroup
49
Citigroup
New York
$1.24M -$38 -1 -0%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$1.21M +$1.34M +35,194 New
1
2
3 4 5

PUK Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2021, worth a combined $782M — down 11% from $882M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PUK positions and 26 closed out — a net gain of 16 holders — while 49 added to existing stakes and 60 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37M. The largest seller was Bank of America, cutting an estimated $50M.

  • 186 institutional investors held Prudential (PUK) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $782M of Prudential stock for Q4 2021, down 11% quarter-over-quarter.
  • 42 funds opened new Prudential positions in Q4 2021 and 26 closed out, a net change of +16 holders.
  • The largest Prudential buyer in Q4 2021 was Royal Bank of Canada, an estimated $37M added.
  • The largest Prudential seller in Q4 2021 was Bank of America, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.