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Prudential

174 hedge funds and large institutions have $912M invested in Prudential in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

86% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $1.26M

12% more capital invested

Capital invested by funds: $814M → $912M (+$97.8M)

7% more funds holding

Funds holding: 163174 (+11)

0.01% more ownership

Funds ownership: 0.91%0.91% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
42
Reduced
70
Closed
17
Calls
$2.35M
Puts
$1.26M
Net Calls
+$1.09M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
51
Millennium Management
New York
$952K -$1.72M -47,914 -66%
RFC
52
Regions Financial Corp
Alabama
$915K +$71.2K +1,982 +9%
PA
53
Profund Advisors
Maryland
$876K -$426K -11,852 -34%
CIM
54
Calvert Investment Management
Maryland
$862K -$4.99K -139 -0.6%
Truist Financial
55
Truist Financial
North Carolina
$862K +$93.5K +2,603 +13%
CC
56
Courier Capital
New York
$805K
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$770K -$606K -16,868 -45%
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$764K -$13.5K -376 -2%
LNWWM
59
Laird Norton Wetherby Wealth Management
California
$706K -$11.3K -316 -2%
RJT
60
Raymond James Trust
Florida
$653K -$5.28K -147 -0.9%
FFS
61
Founders Financial Securities
Maryland
$650K -$8.62K -240 -1%
HI
62
Horizon Investments
North Carolina
$645K -$13.3K -371 -2%
US Bancorp
63
US Bancorp
Minnesota
$625K -$9.05K -252 -2%
HighTower Advisors
64
HighTower Advisors
Illinois
$623K +$89.8K +2,500 +18%
1GA
65
1st Global Advisors
Texas
$610K -$71.8K -2,001 -11%
PA
66
Pinnacle Associates
New York
$599K -$103K -2,882 -16%
JMH
67
J.M. Hartwell
New York
$597K -$11.1K -309 -2%
HC
68
Henshaw Capital
Massachusetts
$591K
EP
69
Elkfork Partners
Oregon
$576K +$536K +14,933 New
Simplex Trading
70
Simplex Trading
Illinois
$557K +$286K +7,967 +123%
CIBC World Market
71
CIBC World Market
Ontario, Canada
$552K +$244K +6,790 +90%
NAM
72
Nichols Asset Management
Massachusetts
$549K
ACI
73
AMP Capital Investors
Australia
$527K -$23.8K -663 -5%
RHBC
74
R.H. Bluestein & Co
Michigan
$517K
Two Sigma Investments
75
Two Sigma Investments
New York
$512K -$164K -4,559 -26%

PUK Hedge Fund Activity: Q4 2016 in Review

174 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2016, worth a combined $912M — up 12% from $814M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PUK positions and 17 closed out — a net gain of 15 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Northern Trust, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 174 institutional investors held Prudential (PUK) as of Q4 2016, up from 163 in Q3 2016.
  • Funds reported $912M of Prudential stock for Q4 2016, up 12% quarter-over-quarter.
  • 32 funds opened new Prudential positions in Q4 2016 and 17 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q4 2016 was Northern Trust, an estimated $21.2M added.
  • The largest Prudential seller in Q4 2016 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2016.