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Prudential

181 hedge funds and large institutions have $861M invested in Prudential in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0.04% more ownership

Funds ownership: 0.85%0.89% (+0.04%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 184181 (-3)

6% less capital invested

Capital invested by funds: $918M → $861M (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
65
Reduced
49
Closed
25
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$1.12M +$135K +3,291 +12%
MWNA
52
Marshall Wace North America
New York
$1.03M +$1.14M +27,922 New
LPL Financial
53
LPL Financial
California
$1.01M -$6.71K -164 -0.6%
HCMT
54
Highland Capital Management (Tennessee)
Tennessee
$979K -$4.22K -103 -0.4%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$974K +$53.8K +1,314 +5%
FTDI
56
First Trust Direct Indexing
Massachusetts
$885K +$560K +13,673 +133%
Marshall Wace
57
Marshall Wace
United Kingdom
$838K +$928K +22,671 New
JMPWA
58
JP Morgan Private Wealth Advisors
California
$746K +$133K +3,239 +19%
VAS
59
Vestmark Advisory Solutions
Massachusetts
$704K +$77.5K +1,892 +11%
State Street
60
State Street
Massachusetts
$700K
WA
61
Wealth Alliance
New York
$693K -$102K -2,497 -12%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$660K +$40.2K +982 +6%
Truist Financial
63
Truist Financial
North Carolina
$658K -$9.38K -229 -1%
VCA
64
Verdence Capital Advisors
Maryland
$657K +$36.4K +889 +5%
CCG
65
Cloverfields Capital Group
Minnesota
$643K +$9.54K +233 +1%
LNWWM
66
Laird Norton Wetherby Wealth Management
California
$635K -$15.1K -368 -2%
AP
67
Advisor Partners
California
$607K +$6.39K +156 +1%
US Bancorp
68
US Bancorp
Minnesota
$536K +$9.62K +235 +2%
American Century Companies
69
American Century Companies
Missouri
$533K +$152K +3,708 +35%
Stifel Financial
70
Stifel Financial
Missouri
$494K +$51.2K +1,251 +10%
FA
71
FDx Advisors
Illinois
$479K +$531K +12,957 New
RHBC
72
R.H. Bluestein & Co
Michigan
$476K
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$455K -$6.55K -160 -1%
CP
74
Covenant Partners
Tennessee
$452K
PI
75
Putnam Investments
Massachusetts
$451K +$246K +6,009 +97%

PUK Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2021, worth a combined $861M — down 6.3% from $918M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PUK and 24 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 65 added.

The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Raymond James & Associates, cutting an estimated $9.79M.

  • 181 institutional investors held Prudential (PUK) as of Q2 2021, down from 184 in Q1 2021.
  • Funds reported $861M of Prudential stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2021 was Bank of Montreal, an estimated $23.1M added.
  • The largest Prudential seller in Q2 2021 was Raymond James & Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.