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Prudential

162 hedge funds and large institutions have $814M invested in Prudential in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

11% more capital invested

Capital invested by funds: $734M → $814M (+$79.7M)

6% more funds holding

Funds holding: 153162 (+9)

0.05% more ownership

Funds ownership: 0.86%0.91% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less call options, than puts

Call options by funds: $841K | Put options by funds: $2.71M

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
70
Reduced
44
Closed
14
Calls
$841K
Puts
$2.71M
Net Calls
-$1.87M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
101
Simplex Trading
Illinois
$224K +$53.2K +1,544 +31%
FCM
102
Forester Capital Management
Illinois
$201K +$78.2K +2,268 +64%
LTFS
103
Ladenburg Thalmann Financial Services
Florida
$193K +$42.7K +1,239 +29%
NIT
104
NumerixS Investment Technologies
British Columbia, Canada
$179K +$178K +5,155 New
AG
105
Advisor Group
Arizona
$174K +$3.03K +88 +2%
WP
106
WealthPLAN Partners
Nebraska
$93.4K -$92.3K -2,676 -50%
KT
107
Kanaly Trust
Texas
$92K +$18.5K +536 +25%
CG
108
Cutler Group
California
$78K -$896 -26 -1%
HNB
109
Huntington National Bank
Ohio
$76K -$5.96K -173 -7%
S
110
SignatureFD
Georgia
$69K +$15K +436 +28%
JFA
111
JNBA Financial Advisors
Minnesota
$69K +$68.6K +1,991 New
DVM
112
Dreman Value Management
Florida
$62K -$1.17K -34 -2%
AssetMark Inc
113
AssetMark Inc
California
$53K -$8.03K -233 -13%
CFG
114
Citizens Financial Group
Rhode Island
$50K +$483 +14 +1%
IA
115
IFP Advisors
Florida
$50K +$3.96K +115 +9%
HR
116
Howe & Rusling
New York
$47K +$4.55K +132 +11%
CLOS
117
Compagnie Lombard Odier SCmA
Switzerland
$39K
ZB
118
Zions Bancorporation
Utah
$38K +$10.4K +302 +35%
FQ
119
First Quadrant
California
$35K -$690 -20 -2%
Walleye Trading
120
Walleye Trading
New York
$35K +$34.9K +1,012 New
WAM
121
Wealthspire Advisors (Maryland)
Maryland
$31K +$276 +8 +0.9%
MFS
122
MSI Financial Services
Massachusetts
$29K +$5.38K +156 +23%
TRCT
123
Tower Research Capital (TRC)
New York
$27K +$26.5K +768 New
QCG
124
Quadrant Capital Group
Ohio
$26K -$13.7K -398 -31%
Bessemer Group
125
Bessemer Group
New Jersey
$25K

PUK Hedge Fund Activity: Q3 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2016, worth a combined $814M — up 11% from $734M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PUK positions and 14 closed out — a net gain of 10 holders — while 70 added to existing stakes and 44 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $20.5M. The largest seller was Scout Investments, cutting an estimated $10.1M.

  • 162 institutional investors held Prudential (PUK) as of Q3 2016, up from 153 in Q2 2016.
  • Funds reported $814M of Prudential stock for Q3 2016, up 11% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2016 and 14 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q3 2016 was Lazard Asset Management, an estimated $20.5M added.
  • The largest Prudential seller in Q3 2016 was Scout Investments, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.