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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
RE
101
RBC Europe
United Kingdom
$142K -$4.33K -112 -3%
TPCW
102
TD Private Client Wealth
New York
$128K -$9.05K -234 -7%
PA
103
Parallel Advisors
California
$116K +$15.2K +394 +15%
ACA
104
Atlas Capital Advisors
Wyoming
$90.2K +$89K +2,301 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$80K -$12.3K -318 -13%
ZB
106
Zions Bancorporation
Utah
$76K +$45.1K +1,167 +150%
HCP
107
Hexagon Capital Partners
Arkansas
$73K +$39 +1 +0.1%
TJHA
108
Thomas J. Herzfeld Advisors
Florida
$60K +$7.47K +193 +14%
LC
109
Lindbrook Capital
California
$45K +$5.45K +141 +14%
SWM
110
Spire Wealth Management
Virginia
$44K -$8.7K -225 -17%
BG
111
Bollard Group
Massachusetts
$42K -$1.16K -30 -3%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$41K +$10.4K +268 +23%
PCG
113
Private Capital Group
Connecticut
$37K -$774 -20 -2%
Bessemer Group
114
Bessemer Group
New Jersey
$35K -$16.9K -438 -33%
BCA
115
Berman Capital Advisors
Georgia
$29K +$1.78K +46 +6%
Northwestern Mutual Wealth Management
116
Northwestern Mutual Wealth Management
Wisconsin
$29K +$2.36K +61 +9%
PA
117
PSI Advisors
Florida
$29K +$28.6K +740 New
EI
118
Ellevest Inc
New York
$28K +$11.3K +293 +69%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$26K +$2.13K +55 +9%
WTC
120
WhitTier Trust Company
Nevada
$24K -$735 -19 -3%
AWA
121
Arkadios Wealth Advisors
Georgia
$23K -$696 -18 -3%
CCA
122
Column Capital Advisors
Indiana
$23K -$696 -18 -3%
GWS
123
Glassman Wealth Services
Virginia
$20K +$1.97K +51 +11%
SPIA
124
Steward Partners Investment Advisory
New York
$19K -$580 -15 -3%
RTL
125
Red Tortoise LLC
Georgia
$18K +$34.1K +882 New

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.