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Prudential

172 hedge funds and large institutions have $772M invested in Prudential in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $76K | Put options by funds: $20K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

4% more funds holding

Funds holding: 166172 (+6)

3% more capital invested

Capital invested by funds: $750M → $772M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0.99%0.99% (+0%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
70
Reduced
51
Closed
18
Calls
$76K
Puts
$20K
Net Calls
+$56K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
51
Y-Intercept (HK)
Hong Kong
$663K +$670K +23,401 New
YCM
52
Yousif Capital Management
Michigan
$658K +$4.27K +149 +0.6%
BCI
53
Brinker Capital Investments
Pennsylvania
$621K -$56.3K -1,966 -8%
OPS
54
Orion Portfolio Solutions
Nebraska
$621K -$56.3K -1,966 -8%
Corient Private Wealth
55
Corient Private Wealth
Florida
$602K -$115 -4 -0%
Cerity Partners
56
Cerity Partners
New York
$601K +$110K +3,850 +22%
CP
57
Covenant Partners
Tennessee
$547K -$338K -11,796 -38%
HighTower Advisors
58
HighTower Advisors
Illinois
$547K +$552K +19,292 New
WA
59
Wealth Alliance
New York
$541K +$18.7K +654 +4%
State Street
60
State Street
Massachusetts
$520K
Citigroup
61
Citigroup
New York
$520K +$180K +6,270 +52%
Qube Research & Technologies (QRT)
62
Qube Research & Technologies (QRT)
United Kingdom
$511K -$1.83M -63,908 -78%
Creative Planning
63
Creative Planning
Kansas
$510K +$516K +18,015 New
Ameriprise
64
Ameriprise
Minnesota
$503K -$51.4K -1,795 -9%
PWPS
65
Pinnacle Wealth Planning Services
Ohio
$498K -$49.2K -1,717 -9%
NW
66
Naviter Wealth
Arkansas
$495K +$65.9K +2,301 +15%
Charles Schwab
67
Charles Schwab
California
$494K +$284K +9,936 +133%
SIGI
68
Susquehanna International Group (Ireland)
Ireland
$493K +$498K +17,398 New
US Bancorp
69
US Bancorp
Minnesota
$487K +$368K +12,842 +295%
TPCW
70
TD Private Client Wealth
New York
$479K +$111K +3,881 +30%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$465K -$4.87K -170 -1%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$463K +$72.8K +2,542 +18%
VPIM
73
Vanguard Personalized Indexing Management
California
$456K +$101K +3,536 +28%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$450K +$455K +15,904 New
MML Investors Services
75
MML Investors Services
Massachusetts
$416K +$82.3K +2,876 +24%

PUK Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2023, worth a combined $772M — up 3.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PUK positions and 18 closed out — a net gain of 7 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $16.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $12.3M sold.

  • 172 institutional investors held Prudential (PUK) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $772M of Prudential stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 25 funds opened new Prudential positions in Q2 2023 and 18 closed out, a net change of +7 holders.
  • The largest Prudential buyer in Q2 2023 was BlackRock, an estimated $16.6M added.
  • The largest Prudential seller in Q2 2023 was Arete Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2023.