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Prudential

153 hedge funds and large institutions have $734M invested in Prudential in 2016 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,107% more call options, than puts

Call options by funds: $11.2M | Put options by funds: $924K

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0.01% more ownership

Funds ownership: 0.85%0.86% (+0.01%)

7% less funds holding

Funds holding: 164153 (-11)

7% less capital invested

Capital invested by funds: $790M → $734M (-$55.7M)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
153
Holders Change
-11
Holders Change %
-6.71%
% of All Funds
4.08%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
53
Reduced
49
Closed
28
Calls
$11.2M
Puts
$924K
Net Calls
+$10.2M
Net Calls Change
+$9.81M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
51
ETrade Capital Management
Virginia
$885K +$44.8K +1,219 +5%
PA
52
Pinnacle Associates
New York
$831K +$34.2K +930 +4%
CIM
53
Calvert Investment Management
Maryland
$796K
CS
54
Credential Securities
$786K +$216K +5,867 +33%
FCH
55
Freestone Capital Holdings
Washington
$724K -$16.2K -440 -2%
FFS
56
Founders Financial Securities
Maryland
$704K +$785K +21,330 New
HI
57
Horizon Investments
North Carolina
$704K +$785K +21,345 New
VKH
58
Virtu KCG Holdings
New York
$693K -$2.53M -68,879 -77%
HCMT
59
Highland Capital Management (Tennessee)
Tennessee
$662K -$15.2K -413 -2%
CC
60
Courier Capital
New York
$656K
CIBC Asset Management
61
CIBC Asset Management
Ontario, Canada
$638K -$806K -21,900 -53%
1GA
62
1st Global Advisors
Texas
$592K -$6.18K -168 -0.9%
Geode Capital Management
63
Geode Capital Management
Massachusetts
$577K -$180K -4,897 -22%
US Bancorp
64
US Bancorp
Minnesota
$564K +$67.9K +1,845 +12%
LNWWM
65
Laird Norton Wetherby Wealth Management
California
$537K -$36.9K -1,003 -6%
RJT
66
Raymond James Trust
Florida
$521K +$34.9K +948 +6%
JMH
67
J.M. Hartwell
New York
$520K
COI
68
Connable Office Inc
Michigan
$512K -$36K -978 -6%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$500K +$34.1K +928 +7%
ACI
70
AMP Capital Investors
Australia
$473K
NAM
71
Nichols Asset Management
Massachusetts
$470K +$524K +14,238 New
Millennium Management
72
Millennium Management
New York
$466K -$1.28M -34,923 -71%
Truist Financial
73
Truist Financial
North Carolina
$446K +$126K +3,416 +34%
HC
74
Henshaw Capital
Massachusetts
$444K
RHBC
75
R.H. Bluestein & Co
Michigan
$442K -$75.8K -2,062 -13%

PUK Hedge Fund Activity: Q2 2016 in Review

153 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2016, worth a combined $734M — down 7.1% from $790M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PUK and 18 opened new positions — a net loss of 10 holders — while 49 trimmed existing stakes and 53 added.

The largest buyer was Causeway Capital Management, opening a new position worth an estimated $13.4M. The largest seller was Credit Suisse, exiting entirely with an estimated $12.5M sold.

  • 153 institutional investors held Prudential (PUK) as of Q2 2016, down from 164 in Q1 2016.
  • Funds reported $734M of Prudential stock for Q2 2016, down 7.1% quarter-over-quarter.
  • 18 funds opened new Prudential positions in Q2 2016 and 28 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2016 was Causeway Capital Management, an estimated $13.4M added.
  • The largest Prudential seller in Q2 2016 was Credit Suisse, an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2016.