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Prudential

179 hedge funds and large institutions have $674M invested in Prudential in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $632M → $674M (+$41.6M)

0.14% less ownership

Funds ownership: 1.02%0.88% (-0.14%)

6% less funds holding

Funds holding: 190179 (-11)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 71

71% less call options, than puts

Call options by funds: $540K | Put options by funds: $1.85M

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
45
Reduced
71
Closed
37
Calls
$540K
Puts
$1.85M
Net Calls
-$1.31M
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$76K -$61.1K -2,309 -48%
NIT
102
NumerixS Investment Technologies
British Columbia, Canada
$73K +$10.9K +413 +20%
PCG
103
Private Capital Group
Connecticut
$62K -$13.3K -504 -19%
ACA
104
Atlas Capital Advisors
Wyoming
$51.7K
FC
105
FORA Capital
Florida
$51K +$45.5K +1,720 New
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$39K
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$37K -$14.2K -537 -30%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$36K -$714 -27 -2%
BG
109
Bollard Group
Massachusetts
$33K +$29.4K +1,113 New
GT
110
Glenmede Trust
Pennsylvania
$31K -$38.3K -1,449 -57%
ZB
111
Zions Bancorporation
Utah
$28K -$9.55K -361 -27%
LC
112
Lindbrook Capital
California
$28K +$8.75K +331 +52%
SCA
113
Stonebridge Capital Advisors
Minnesota
$21K
WTC
114
WhitTier Trust Company
Nevada
$19K
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$1.48K -56 -9%
BL
116
Balentine LLC
Georgia
$18K +$15.9K +600 New
CCA
117
Column Capital Advisors
Indiana
$17K -$4.87K -184 -24%
BCA
118
Berman Capital Advisors
Georgia
$17K +$7.25K +274 +86%
SPIA
119
Steward Partners Investment Advisory
New York
$15K -$3.91K -148 -23%
CFB
120
Cullen/Frost Bankers
Texas
$15K
PA
121
Procyon Advisors
Connecticut
$14K -$5.37K -203 -29%
APA
122
American Portfolios Advisors
New York
$13K +$2.17K +82 +23%
BFC
123
Bedel Financial Consulting
Indiana
$12K
HR
124
Howe & Rusling
New York
$12K
VFA
125
Valeo Financial Advisors
Indiana
$12K +$635 +24 +6%

PUK Hedge Fund Activity: Q2 2020 in Review

179 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2020, worth a combined $674M — up 6.6% from $632M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PUK and 26 opened new positions — a net loss of 11 holders — while 71 trimmed existing stakes and 45 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.95M. The largest seller was Lazard Asset Management, cutting an estimated $42.8M.

  • 179 institutional investors held Prudential (PUK) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $674M of Prudential stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q2 2020 and 37 closed out, a net change of -11 holders.
  • The largest Prudential buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.95M added.
  • The largest Prudential seller in Q2 2020 was Lazard Asset Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2020.