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Prudential

179 hedge funds and large institutions have $674M invested in Prudential in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $632M → $674M (+$41.6M)

0.14% less ownership

Funds ownership: 1.02%0.88% (-0.14%)

6% less funds holding

Funds holding: 190179 (-11)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 71

71% less call options, than puts

Call options by funds: $540K | Put options by funds: $1.85M

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
45
Reduced
71
Closed
37
Calls
$540K
Puts
$1.85M
Net Calls
-$1.31M
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
51
Avalon Investment & Advisory
Texas
$728K -$142K -5,371 -18%
Franklin Resources
52
Franklin Resources
California
$700K -$116K -4,371 -16%
HCMT
53
Highland Capital Management (Tennessee)
Tennessee
$678K
JMPWA
54
JP Morgan Private Wealth Advisors
California
$676K -$71.9K -2,720 -11%
Allianz Asset Management
55
Allianz Asset Management
Germany
$655K +$94.7K +3,582 +19%
LNWWM
56
Laird Norton Wetherby Wealth Management
California
$603K +$37.8K +1,431 +8%
MCM
57
McKinley Capital Management
Alaska
$597K -$66.4K -2,512 -11%
VPIM
58
Vanguard Personalized Indexing Management
California
$591K +$530K +20,060 New
LPL Financial
59
LPL Financial
California
$580K -$469K -17,718 -47%
State Street
60
State Street
Massachusetts
$558K +$501K +18,933 New
VCA
61
Verdence Capital Advisors
Maryland
$546K -$285K -10,785 -37%
HC
62
Henshaw Capital
Massachusetts
$540K -$29.4K -1,113 -6%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$508K +$174K +6,566 +61%
ACM
64
Advisors Capital Management
New Jersey
$477K +$6.82K +258 +2%
AP
65
Advisor Partners
California
$457K -$199K -7,514 -33%
WA
66
Wealth Alliance
New York
$446K -$54.5K -2,062 -12%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$436K +$391K +14,802 New
US Bancorp
68
US Bancorp
Minnesota
$420K +$11.4K +433 +3%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$419K +$67.9K +2,569 +23%
EVM
70
Eaton Vance Management
Massachusetts
$406K +$364K +13,764 New
RJT
71
Raymond James Trust
Florida
$387K -$79.7K -3,015 -19%
RHBC
72
R.H. Bluestein & Co
Michigan
$380K
CP
73
Covenant Partners
Tennessee
$376K
Citadel Advisors
74
Citadel Advisors
Florida
$354K -$173K -6,529 -35%
SC
75
Savant Capital
Illinois
$325K +$51.9K +1,964 +22%

PUK Hedge Fund Activity: Q2 2020 in Review

179 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2020, worth a combined $674M — up 6.6% from $632M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PUK and 26 opened new positions — a net loss of 11 holders — while 71 trimmed existing stakes and 45 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.95M. The largest seller was Lazard Asset Management, cutting an estimated $42.8M.

  • 179 institutional investors held Prudential (PUK) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $674M of Prudential stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q2 2020 and 37 closed out, a net change of -11 holders.
  • The largest Prudential buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.95M added.
  • The largest Prudential seller in Q2 2020 was Lazard Asset Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2020.