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Prudential

206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

0.02% more ownership

Funds ownership: 0.99%1% (+0.02%)

6% less funds holding

Funds holding: 219206 (-13)

10% less capital invested

Capital invested by funds: $1.29B → $1.16B (-$130M)

25% less call options, than puts

Call options by funds: $210K | Put options by funds: $279K

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-13
Holders Change %
-5.94%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
78
Reduced
51
Closed
32
Calls
$210K
Puts
$279K
Net Calls
-$69K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
World Asset Management
Michigan
$1.77M -$636K -13,030 -25%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$1.72M +$65.7K +1,346 +4%
EARNEST Partners
53
EARNEST Partners
Georgia
$1.64M +$143K +2,932 +9%
BS
54
Banco Santander
Spain
$1.57M +$1.73M +35,353 New
FM
55
Forward Management
California
$1.52M -$269K -5,513 -14%
MCM
56
McKinley Capital Management
Alaska
$1.48M -$459K -9,406 -22%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$1.34M +$348K +7,127 +31%
SG Americas Securities
58
SG Americas Securities
New York
$1.32M +$1.45M +29,764 New
CS
59
Credit Suisse
Switzerland
$1.29M +$1.42M +29,177 New
FCH
60
Freestone Capital Holdings
Washington
$1.29M +$130K +2,665 +10%
HCMT
61
Highland Capital Management (Tennessee)
Tennessee
$1.21M
ACA
62
Atlas Capital Advisors
Wyoming
$1.19M +$1.31M +26,754 New
VCA
63
Verdence Capital Advisors
Maryland
$1.11M -$106K -2,169 -8%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$1.06M +$735K +15,060 +168%
CIBC Asset Management
65
CIBC Asset Management
Ontario, Canada
$1.04M -$101K -2,072 -8%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$960K -$28.1K -575 -3%
Truist Financial
67
Truist Financial
North Carolina
$918K +$132K +2,707 +15%
AG
68
Advisor Group
Arizona
$916K -$46.5K -952 -4%
Arrowstreet Capital
69
Arrowstreet Capital
Massachusetts
$877K -$14.6M -298,594 -94%
CC
70
Courier Capital
New York
$845K -$97.2K -1,990 -9%
Stifel Financial
71
Stifel Financial
Missouri
$823K +$28.2K +577 +3%
US Bancorp
72
US Bancorp
Minnesota
$749K +$49.9K +1,023 +6%
AI
73
Atria Investments
North Carolina
$737K +$261K +5,356 +48%
HT
74
HighTower Trust
Texas
$714K -$10.3K -212 -1%
RJT
75
Raymond James Trust
Florida
$696K -$12.7K -260 -2%

PUK Hedge Fund Activity: Q2 2018 in Review

206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.

The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
  • The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.