Prudential
167 hedge funds and large institutions have $624M invested in Prudential in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 31 closing their positions.
13% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 53
0.04% more ownership
Funds ownership: 0.99% → 1.03% (+0.04%)
6% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 31
3% less funds holding
Funds holding: 172 → 167 (-5)
19% less capital invested
Capital invested by funds: $772M → $624M (-$148M)
80% less call options, than puts
Call options by funds: $44K | Put options by funds: $221K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$9.95M |
| 2 |
D.E. Shaw & Co
New York
|
+$9.1M |
| 3 |
Renaissance Technologies
New York
|
+$6.49M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$5.85M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.07M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.44M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.98M |
| 4 |
Optiver Holding
Amsterdam,
Netherlands
|
-$4.55M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$3.21M |
PUK Hedge Fund Activity: Q3 2023 in Review
167 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2023, worth a combined $624M — down 19% from $772M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PUK and 29 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 60 added.
The largest buyer was Causeway Capital Management, adding an estimated $9.95M. The largest seller was JP Morgan Chase, cutting an estimated $9.07M.
- 167 institutional investors held Prudential (PUK) as of Q3 2023, down from 172 in Q2 2023.
- Funds reported $624M of Prudential stock for Q3 2023, down 19% quarter-over-quarter.
- 29 funds opened new Prudential positions in Q3 2023 and 31 closed out, a net change of -2 holders.
- The largest Prudential buyer in Q3 2023 was Causeway Capital Management, an estimated $9.95M added.
- The largest Prudential seller in Q3 2023 was JP Morgan Chase, an estimated $9.07M sold.
Based on aggregated 13F filings for Q3 2023.