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Prudential

206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

0.02% more ownership

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

6% less funds holding

Funds holding: 219206 (-13)

10% less capital invested

Capital invested by funds: $1.29B → $1.16B (-$130M)

25% less call options, than puts

Call options by funds: $210K | Put options by funds: $279K

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-13
Holders Change %
-5.94%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
78
Reduced
51
Closed
32
Calls
$210K
Puts
$279K
Net Calls
-$69K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
HC
76
Henshaw Capital
Massachusetts
$691K +$13.6K +278 +2%
JMH
77
J.M. Hartwell
New York
$685K
EP
78
Elkfork Partners
Oregon
$662K
PA
79
Pinnacle Associates
New York
$662K +$7.57K +155 +1%
RHBC
80
R.H. Bluestein & Co
Michigan
$640K -$75.5K -1,547 -10%
GT
81
Greenleaf Trust
Michigan
$632K +$94.1K +1,928 +16%
LTFS
82
Ladenburg Thalmann Financial Services
Florida
$613K
First Trust Advisors
83
First Trust Advisors
Illinois
$612K -$176K -3,600 -21%
GHCM
84
Glen Harbor Capital Management
California
$545K
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$533K +$101K +2,068 +21%
LPL Financial
86
LPL Financial
California
$496K -$63.9K -1,308 -10%
SPC
87
Salient Private Client
Texas
$473K -$74.2K -1,520 -12%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$454K +$93.5K +1,915 +23%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$438K -$419K -8,583 -46%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$431K +$75.5K +1,547 +19%
MCIM
91
Meadow Creek Investment Management
Georgia
$428K
CCA
92
Checchi Capital Advisers
California
$396K +$20.9K +428 +5%
Aberdeen Group
93
Aberdeen Group
United Kingdom
$388K
SC
94
Scotia Capital
Ontario, Canada
$367K
Janus Henderson Group
95
Janus Henderson Group
United Kingdom
$364K
Fiera Capital (Canada)
96
Fiera Capital (Canada)
Quebec, Canada
$361K
RCM
97
Riverhead Capital Management
Delaware
$343K
SCM
98
Stevens Capital Management
Pennsylvania
$334K +$368K +7,541 New
M&T Bank
99
M&T Bank
New York
$325K +$23.3K +478 +7%
State Street
100
State Street
Massachusetts
$322K

PUK Hedge Fund Activity: Q2 2018 in Review

206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.

The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
  • The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.