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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
SW
76
SVB Wealth
Massachusetts
$443K +$13.6K +333 +3%
HSA
77
HBK Sorce Advisory
Pennsylvania
$413K -$55K -1,343 -11%
SC
78
Savant Capital
Illinois
$406K -$819 -20 -0.2%
CC
79
Courier Capital
New York
$404K
Pacer Advisors
80
Pacer Advisors
Pennsylvania
$389K
S
81
SignatureFD
Georgia
$376K -$246 -6 -0.1%
VPIM
82
Vanguard Personalized Indexing Management
California
$357K -$335K -8,172 -46%
M&T Bank
83
M&T Bank
New York
$354K -$33.9K -829 -8%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$341K +$248K +6,062 +189%
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$338K +$2.17K +53 +0.6%
MIP
86
Marietta Investment Partners
Wisconsin
$337K +$18.1K +442 +5%
I
87
INVST
Indiana
$323K +$92.6K +2,261 +34%
LSAG
88
Lake Street Advisors Group
New Hampshire
$321K +$2.17K +53 +0.7%
RIA
89
Regal Investment Advisors
Michigan
$318K +$353K +8,613 New
EI
90
Ethic Inc
New York
$315K +$102K +2,498 +41%
XT
91
XTX Topco
Cayman Islands
$304K +$337K +8,223 New
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$304K +$337K +8,235 New
VF
93
Virtu Financial
New York
$292K +$324K +7,910 New
OSAM
94
O'Shaughnessy Asset Management
Connecticut
$290K -$292K -7,137 -48%
Commonwealth Equity Services
95
Commonwealth Equity Services
Massachusetts
$288K +$319K +7,793 New
Barclays
96
Barclays
United Kingdom
$283K +$313K +7,650 New
QP
97
Quilter Plc
United Kingdom
$276K
MML Investors Services
98
MML Investors Services
Massachusetts
$241K -$79.1K -1,931 -23%
HighTower Advisors
99
HighTower Advisors
Illinois
$239K +$24.7K +603 +10%
CCA
100
Checchi Capital Advisers
California
$211K -$1.8K -44 -0.8%

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.