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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
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$412K +$93.7K +3,272 +29%
VAS
77
Vestmark Advisory Solutions
Massachusetts
$410K +$30.5K +1,064 +8%
API
78
Advisor Partners II
California
$390K +$33.7K +1,177 +9%
4WM
79
44 Wealth Management
Oregon
$356K +$99.8K +3,487 +38%
Pacer Advisors
80
Pacer Advisors
Pennsylvania
$337K +$35.7K +1,248 +12%
HSA
81
HBK Sorce Advisory
Pennsylvania
$328K -$17.9K -625 -5%
VIA
82
Vident Investment Advisory
Georgia
$326K +$98.1K +3,425 +42%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$323K +$326K +11,396 New
RJT
84
Raymond James Trust
Florida
$321K +$74.4K +2,598 +30%
SC
85
Savant Capital
Illinois
$315K +$2.4K +84 +0.8%
SFA
86
Sequoia Financial Advisors
Ohio
$304K +$17.7K +617 +6%
EI
87
Ellevest Inc
New York
$303K -$66.9K -2,338 -18%
CC
88
Courier Capital
New York
$301K
QP
89
Quilter Plc
United Kingdom
$290K
LNWWM
90
Laird Norton Wetherby Wealth Management
California
$265K +$268K +9,361 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$264K -$888 -31 -0.3%
BPA
92
Beacon Pointe Advisors
California
$264K -$3.55K -124 -1%
CAM
93
Cresset Asset Management
Illinois
$261K +$264K +9,220 New
Lazard Asset Management
94
Lazard Asset Management
New York
$259K -$14.4K -503 -5%
SWS
95
SYSTM Wealth Solutions
Illinois
$253K -$27.7K -966 -10%
TWC
96
TD Waterhouse Canada
Ontario, Canada
$249K +$57 +2 +0%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$247K +$286 +10 +0.1%
QT
98
Quantamental Technologies
New York
$242K -$215K -7,509 -47%
Prudential Financial
99
Prudential Financial
New Jersey
$239K +$242K +8,448 New
RIA
100
Regal Investment Advisors
Michigan
$237K

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.