We are live on ! Find out more
PUK icon

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
PWPS
76
Pinnacle Wealth Planning Services
Ohio
$393K +$34.4K +888 +10%
RHBC
77
R.H. Bluestein & Co
Michigan
$392K -$112K -2,888 -22%
CL
78
CSS LLC
Illinois
$392K +$387K +10,000 New
Pacer Advisors
79
Pacer Advisors
Pennsylvania
$384K -$27.4K -709 -7%
M&T Bank
80
M&T Bank
New York
$383K +$6.85K +177 +2%
I
81
INVST
Indiana
$365K +$15.9K +412 +5%
MIP
82
Marietta Investment Partners
Wisconsin
$347K -$10.6K -274 -3%
RIA
83
Regal Investment Advisors
Michigan
$327K -$10K -259 -3%
Commonwealth Equity Services
84
Commonwealth Equity Services
Massachusetts
$300K -$5.26K -136 -2%
OSAM
85
O'Shaughnessy Asset Management
Connecticut
$294K -$12.8K -330 -4%
HighTower Advisors
86
HighTower Advisors
Illinois
$285K +$31.8K +821 +13%
MML Investors Services
87
MML Investors Services
Massachusetts
$281K +$24.5K +633 +10%
QP
88
Quilter Plc
United Kingdom
$276K -$6.27K -162 -3%
BF
89
BOK Financial
Oklahoma
$246K +$243K +6,273 New
Creative Planning
90
Creative Planning
Kansas
$246K +$243K +6,284 New
Prudential Financial
91
Prudential Financial
New Jersey
$223K +$209K +5,415 New
SCA
92
Snowden Capital Advisors
New York
$223K +$8.66K +224 +4%
CCA
93
Checchi Capital Advisers
California
$220K -$2.98K -77 -1%
GG
94
Gofen & Glossberg
Illinois
$214K +$211K +5,456 New
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$213K +$210K +5,427 New
RJT
96
Raymond James Trust
Florida
$208K +$206K +5,331 New
QCG
97
Quadrant Capital Group
Ohio
$167K -$14.2K -366 -8%
CAPTRUST Financial Advisors
98
CAPTRUST Financial Advisors
North Carolina
$163K +$22.6K +584 +16%
BFEC
99
Benjamin F. Edwards & Company
Missouri
$148K +$4.37K +113 +3%
HIA
100
Harbor Investment Advisory
Maryland
$147K -$4.49K -116 -3%

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.