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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
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$25K +$24.9K +722 New
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$22K -$29.9K -868 -58%
LIA
128
LS Investment Advisors
Michigan
$22K
TJHA
129
Thomas J. Herzfeld Advisors
Florida
$22K
WT
130
Whittier Trust
California
$22K
CAW
131
Cornerstone Advisors (Washington)
Washington
$21K
BL
132
Balentine LLC
Georgia
$21K +$483 +14 +2%
TDC
133
Thompson Davis & Co
Virginia
$21K +$1.83K +53 +10%
TWA
134
TCI Wealth Advisors
Arizona
$20K +$2.59K +75 +15%
PCP
135
Proficio Capital Partners
Massachusetts
$20K +$3.62K +105 +22%
Manulife (Manufacturers Life Insurance)
136
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$14.6K +424 +379%
CFA
137
Carroll Financial Associates
North Carolina
$18K +$2.1K +61 +13%
WA
138
Winfield Associates
Ohio
$14K +$517 +15 +4%
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$14K +$6.03K +175 +80%
EFSCE
140
Enterprise Financial Services Corp (EFSC)
Missouri
$13K -$4.28K -124 -24%
BIM
141
BlackRock Investment Management
Delaware
$13K -$1.45K -42 -10%
MFBTD
142
MB Financial Bank - Trust Department
Illinois
$12K
RFWA
143
RPg Family Wealth Advisory
Massachusetts
$11.4K +$34 +1 +0.3%
FWM
144
Focused Wealth Management
New York
$11K
Creative Planning
145
Creative Planning
Kansas
$11K +$8.62K +250 +424%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$7K +$172 +5 +3%
AP
147
Atwood & Palmer
Missouri
$5K
KF
148
Krilogy Financial
Missouri
$5K
SSB
149
Sandy Spring Bank
Maryland
$5K
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$5K +$1.76K +51 +55%

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.