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Prudential
PUK

189 hedge funds and large institutions have $677M invested in Prudential in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 20

40% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 52

13% more funds holding

Funds holding: 167 → 189 (+22)

8% more capital invested

Capital invested by funds: $624M → $677M (+$52.9M)

0.06% more ownership

Funds ownership: 1.03% → 1.1% (+0.06%)

16% less call options, than puts

Call options by funds: $355K | Put options by funds: $424K

Holders
189
Holders Change
+22
Holders Change %
+13.17%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
73
Reduced
52
Closed
20
Calls
$355K
Puts
$424K
Net Calls
-$69K
Net Calls Change
+$108K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$80.6M
2
Goldman Sachs
Goldman Sachs
New York
+$6.02M
3
Optiver Holding
Optiver Holding
Netherlands
+$4.96M
4
OMC
Old Mission Capital
Illinois
+$4M
5
CCM
Causeway Capital Management
California
+$3.36M

Top Sellers

Rank Fund Capital Flow
1
CQS
Credential Qtrade Securities
-$23.4M
2
Bank of America
Bank of America
North Carolina
-$20.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$13.3M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.03M
5
Citadel Advisors
Citadel Advisors
Florida
-$4.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$3.67M -$4.64M -211,633 -56%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$3.47M +$319K +14,533 +10%
American Century Companies
28
American Century Companies
Missouri
$3.45M +$209K +9,548 +7%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$2.71M -$6.03M -275,208 -69%
MAM
30
Madison Asset Management
Wisconsin
$2.64M +$213K +9,709 +9%
ANTB
31
AMG National Trust Bank
Colorado
$2.24M -$577K -26,323 -21%
Wells Fargo
32
Wells Fargo
California
$2.19M -$506K -23,072 -19%
OAM
33
Oppenheimer Asset Management
New York
$2.08M -$147K -6,706 -7%
CGH
34
Crossmark Global Holdings
Texas
$1.93M +$157K +7,169 +9%
Millennium Management
35
Millennium Management
New York
$1.92M -$2.21M -100,938 -54%
EI
36
Ethic Inc
New York
$1.92M +$616K +28,110 +49%
CIBC Asset Management
37
CIBC Asset Management
Ontario, Canada
$1.81M -$1.98M -90,500 -53%
LPL Financial
38
LPL Financial
California
$1.33M -$48.2K -2,199 -4%
Osaic Holdings
39
Osaic Holdings
Arizona
$1.31M -$239K -10,915 -16%
UBS Group
40
UBS Group
Switzerland
$1.17M -$466K -21,283 -29%
QCM
41
Quantinno Capital Management
New York
$1.13M +$722K +32,958 +189%
CSS
42
Cubist Systematic Strategies
Connecticut
$1.12M -$865K -39,452 -44%
AI
43
Atria Investments
North Carolina
$1.07M -$93.1K -4,250 -8%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$1.06M +$1.03M +47,200 New
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$109K +4,990 +12%
CF
46
Cantor Fitzgerald
New York
$1.01M +$987K +45,057 New
Creative Planning
47
Creative Planning
Kansas
$1.01M +$566K +25,848 +137%
AssetMark Inc
48
AssetMark Inc
California
$957K -$6.18K -282 -0.7%
Mariner
49
Mariner
Kansas
$951K +$367K +16,736 +65%
Truist Financial
50
Truist Financial
North Carolina
$936K +$42.3K +1,929 +5%
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PUK Hedge Fund Activity: Q4 2023 in Review

189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2023, worth a combined $677M — up 8.5% from $624M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new PUK positions and 20 closed out — a net gain of 25 holders — while 73 added to existing stakes and 52 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $80.6M. The largest seller was Credential Qtrade Securities, cutting an estimated $23.4M.

  • 189 institutional investors held Prudential (PUK) as of Q4 2023, up from 167 in Q3 2023.
  • Funds reported $677M of Prudential stock for Q4 2023, up 8.5% quarter-over-quarter.
  • 45 funds opened new Prudential positions in Q4 2023 and 20 closed out, a net change of +25 holders.
  • The largest Prudential buyer in Q4 2023 was Morgan Stanley, an estimated $80.6M added.
  • The largest Prudential seller in Q4 2023 was Credential Qtrade Securities, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2023.