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Prudential

172 hedge funds and large institutions have $772M invested in Prudential in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $76K | Put options by funds: $20K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

4% more funds holding

Funds holding: 166172 (+6)

3% more capital invested

Capital invested by funds: $750M → $772M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0.99%0.99% (+0%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
70
Reduced
51
Closed
18
Calls
$76K
Puts
$20K
Net Calls
+$56K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$3.87M +$392K +13,676 +11%
ANTB
27
AMG National Trust Bank
Colorado
$3.6M -$78.8K -2,752 -2%
Wells Fargo
28
Wells Fargo
California
$3.35M +$205K +7,159 +6%
MAM
29
Madison Asset Management
Wisconsin
$3.07M -$38.3K -1,337 -1%
UBS Group
30
UBS Group
Switzerland
$2.3M -$3.17M -110,790 -58%
CGH
31
Crossmark Global Holdings
Texas
$2.24M -$167K -5,817 -7%
OAM
32
Oppenheimer Asset Management
New York
$2.2M -$292K -10,210 -12%
LPL Financial
33
LPL Financial
California
$1.71M +$71.5K +2,497 +4%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.69M -$304K -10,605 -15%
EI
35
Ethic Inc
New York
$1.53M -$207K -7,219 -12%
BCPEMI
36
Bain Capital Public Equity Management II
Massachusetts
$1.46M -$240K -8,386 -14%
AI
37
Atria Investments
North Carolina
$1.43M -$26.5K -924 -2%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.31M -$228K -7,963 -15%
AssetMark Inc
39
AssetMark Inc
California
$1.21M +$358K +12,504 +41%
EARNEST Partners
40
EARNEST Partners
Georgia
$1.09M -$4.04K -141 -0.4%
Stifel Financial
41
Stifel Financial
Missouri
$1.09M +$134K +4,687 +14%
Mariner
42
Mariner
Kansas
$1.03M +$342K +11,957 +49%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$1.03M +$1.04M +36,317 New
SSA
44
Schonfeld Strategic Advisors
New York
$940K -$971K -33,900 -51%
FTDI
45
First Trust Direct Indexing
Massachusetts
$938K +$93.2K +3,254 +11%
Truist Financial
46
Truist Financial
North Carolina
$917K -$126K -4,396 -12%
LWAM
47
Legacy Wealth Asset Management
Minnesota
$796K -$429 -15 -0.1%
QCM
48
Quantinno Capital Management
New York
$770K +$311K +10,845 +66%
Millennium Management
49
Millennium Management
New York
$691K -$402K -14,045 -37%
HCMT
50
Highland Capital Management (Tennessee)
Tennessee
$686K +$66.6K +2,325 +11%

PUK Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2023, worth a combined $772M — up 3.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PUK positions and 18 closed out — a net gain of 7 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $16.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $12.3M sold.

  • 172 institutional investors held Prudential (PUK) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $772M of Prudential stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 25 funds opened new Prudential positions in Q2 2023 and 18 closed out, a net change of +7 holders.
  • The largest Prudential buyer in Q2 2023 was BlackRock, an estimated $16.6M added.
  • The largest Prudential seller in Q2 2023 was Arete Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2023.