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Prudential

190 hedge funds and large institutions have $944M invested in Prudential in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

753% more call options, than puts

Call options by funds: $2.6M | Put options by funds: $305K

3% more capital invested

Capital invested by funds: $916M → $944M (+$27.6M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.02% less ownership

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

4% less funds holding

Funds holding: 197190 (-7)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

16% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 73

Holders
190
Holders Change
-7
Holders Change %
-3.55%
% of All Funds
3.74%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
61
Reduced
73
Closed
32
Calls
$2.6M
Puts
$305K
Net Calls
+$2.3M
Net Calls Change
+$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
51
Stifel Financial
Missouri
$1.29M +$612K +17,348 +99%
Geode Capital Management
52
Geode Capital Management
Massachusetts
$1.28M +$221K +6,268 +22%
Marshall Wace
53
Marshall Wace
United Kingdom
$1.19M +$786K +22,286 +226%
EARNEST Partners
54
EARNEST Partners
Georgia
$1.13M -$76.9K -2,181 -7%
JMPWA
55
JP Morgan Private Wealth Advisors
California
$1.02M +$15.4K +438 +2%
HC
56
Henshaw Capital
Massachusetts
$963K +$13.4K +381 +1%
AI
57
Atria Investments
North Carolina
$935K +$893K +25,318 New
HCMT
58
Highland Capital Management (Tennessee)
Tennessee
$905K -$12.7K -361 -1%
MCM
59
McKinley Capital Management
Alaska
$863K -$61.1K -1,731 -7%
AG
60
Advisor Group
Arizona
$767K +$84.4K +2,393 +13%
LNWWM
61
Laird Norton Wetherby Wealth Management
California
$748K -$88.3K -2,503 -11%
BS
62
Banco Santander
Spain
$725K +$82.2K +2,330 +13%
US Bancorp
63
US Bancorp
Minnesota
$706K -$6K -170 -0.9%
SC
64
Scotia Capital
Ontario, Canada
$674K +$18.9K +536 +3%
FIA
65
FNY Investment Advisers
New York
$674K +$644K +18,258 New
LTFS
66
Ladenburg Thalmann Financial Services
Florida
$616K -$124K -3,523 -17%
MCM
67
MAI Capital Management
Ohio
$592K +$565K +16,020 New
ARTA
68
A.R.T. Advisors
New York
$572K -$142K -4,021 -21%
RJT
69
Raymond James Trust
Florida
$552K -$37K -1,048 -7%
Allianz Asset Management
70
Allianz Asset Management
Germany
$539K +$71.7K +2,032 +16%
RHBC
71
R.H. Bluestein & Co
Michigan
$533K
VAS
72
Vestmark Advisory Solutions
Massachusetts
$524K -$24K -679 -5%
LPL Financial
73
LPL Financial
California
$522K +$32.7K +928 +7%
ACM
74
Advisors Capital Management
New Jersey
$492K +$135K +3,823 +40%
WAM
75
World Asset Management
Michigan
$470K -$121K -3,418 -21%

PUK Hedge Fund Activity: Q4 2019 in Review

190 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2019, worth a combined $944M — up 3% from $916M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 28 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 61 added.

The largest buyer was JP Morgan Chase, adding an estimated $29.1M. The largest seller was Arrowstreet Capital, cutting an estimated $17.4M.

  • 190 institutional investors held Prudential (PUK) as of Q4 2019, down from 197 in Q3 2019.
  • Funds reported $944M of Prudential stock for Q4 2019, up 3% quarter-over-quarter.
  • 28 funds opened new Prudential positions in Q4 2019 and 32 closed out, a net change of -4 holders.
  • The largest Prudential buyer in Q4 2019 was JP Morgan Chase, an estimated $29.1M added.
  • The largest Prudential seller in Q4 2019 was Arrowstreet Capital, an estimated $17.4M sold.

Based on aggregated 13F filings for Q4 2019.