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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
GCM
101
Gallacher Capital Management
Colorado
$228K +$19.3K +673 +9%
DWT
102
Dorsey & Whitney Trust
South Dakota
$219K -$773 -27 -0.3%
Jane Street
103
Jane Street
New York
$215K -$2.24M -78,110 -91%
KPWS
104
Kestra Private Wealth Services
Texas
$205K +$207K +7,231 New
TRCT
105
Tower Research Capital (TRC)
New York
$142K +$133K +4,661 +1,302%
EWA
106
EverSource Wealth Advisors
Alabama
$135K +$21.2K +741 +18%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$130K +$131K +4,588 New
S
108
SignatureFD
Georgia
$97.4K +$77.6K +2,712 +373%
QCG
109
Quadrant Capital Group
Ohio
$76.4K +$25.6K +895 +50%
Northwestern Mutual Wealth Management
110
Northwestern Mutual Wealth Management
Wisconsin
$65.1K +$12.6K +440 +24%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$65K +$1.69K +59 +3%
Bessemer Group
112
Bessemer Group
New Jersey
$60K +$60.3K +2,105 New
PAM
113
Paradigm Asset Management
New York
$53.8K
GBT
114
Grove Bank & Trust
Florida
$51K -$429 -15 -0.8%
BCPE
115
Bain Capital Public Equity
Massachusetts
$40K -$7.62K -266 -16%
HCP
116
Hexagon Capital Partners
Arkansas
$33.2K +$515 +18 +2%
PA
117
Parallel Advisors
California
$31.1K +$12.5K +435 +66%
FCA
118
FinTrust Capital Advisors
South Carolina
$26.8K
LC
119
Lindbrook Capital
California
$24.2K -$4.44K -155 -15%
BF
120
BOK Financial
Oklahoma
$22.5K -$12.5K -435 -35%
UB
121
UMB Bank
Missouri
$20.1K +$4.81K +168 +31%
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$20K -$1.6K -56 -7%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$17.5K +$6.1K +213 +53%
GWS
124
Glassman Wealth Services
Virginia
$15.2K
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1K +$630 +22 +5%

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.