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Prudential

173 hedge funds and large institutions have $882M invested in Prudential in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $861M → $882M (+$21.1M)

0.03% less ownership

Funds ownership: 0.89%0.86% (-0.03%)

4% less funds holding

Funds holding: 181173 (-8)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

100% less call options, than puts

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

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
83
Closed
29
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$855K +$63.3K +1,637 +8%
Stifel Financial
52
Stifel Financial
Missouri
$854K +$327K +8,459 +63%
WA
53
Wealth Alliance
New York
$787K +$52.1K +1,346 +7%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$741K +$39.9K +1,031 +6%
VAS
55
Vestmark Advisory Solutions
Massachusetts
$738K -$9.09K -235 -1%
Ameriprise
56
Ameriprise
Minnesota
$734K -$8.5M -219,827 -92%
VCA
57
Verdence Capital Advisors
Maryland
$729K +$32.4K +837 +5%
State Street
58
State Street
Massachusetts
$720K -$22K -569 -3%
Truist Financial
59
Truist Financial
North Carolina
$687K -$10.2K -264 -1%
US Bancorp
60
US Bancorp
Minnesota
$675K +$105K +2,727 +19%
CCG
61
Cloverfields Capital Group
Minnesota
$661K -$20.2K -523 -3%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$645K -$27K -699 -4%
AP
63
Advisor Partners
California
$638K -$4.91K -127 -0.8%
PI
64
Putnam Investments
Massachusetts
$614K +$134K +3,477 +28%
FA
65
FDx Advisors
Illinois
$569K +$60.1K +1,553 +12%
American Century Companies
66
American Century Companies
Missouri
$548K -$16.8K -434 -3%
SW
67
SVB Wealth
Massachusetts
$497K +$27.7K +717 +6%
EI
68
Ethic Inc
New York
$472K +$136K +3,518 +41%
Rockefeller Capital Management
69
Rockefeller Capital Management
New York
$465K +$102K +2,634 +28%
S
70
SignatureFD
Georgia
$459K +$60.2K +1,557 +15%
HSA
71
HBK Sorce Advisory
Pennsylvania
$448K +$9.52K +246 +2%
VPIM
72
Vanguard Personalized Indexing Management
California
$430K +$50.8K +1,312 +14%
SC
73
Savant Capital
Illinois
$417K -$12.8K -330 -3%
CC
74
Courier Capital
New York
$416K -$12.7K -329 -3%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$414K -$67.4K -1,742 -14%

PUK Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2021, worth a combined $882M — up 2.4% from $861M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUK and 24 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 173 institutional investors held Prudential (PUK) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $882M of Prudential stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2021 and 29 closed out, a net change of -5 holders.
  • The largest Prudential buyer in Q3 2021 was Bank of America, an estimated $11.5M added.
  • The largest Prudential seller in Q3 2021 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.