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Prudential

174 hedge funds and large institutions have $912M invested in Prudential in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

86% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $1.26M

12% more capital invested

Capital invested by funds: $814M → $912M (+$97.8M)

7% more funds holding

Funds holding: 163174 (+11)

0.01% more ownership

Funds ownership: 0.91%0.91% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
42
Reduced
70
Closed
17
Calls
$2.35M
Puts
$1.26M
Net Calls
+$1.09M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$43K +$12.8K +356 +46%
Bessemer Group
127
Bessemer Group
New Jersey
$43K +$13.6K +378 +52%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$43K +$13.9K +387 +54%
Creative Planning
129
Creative Planning
Kansas
$39K +$25.5K +709 +229%
FQ
130
First Quadrant
California
$38K -$718 -20 -2%
CF
131
CenterStar Fund
Illinois
$38K
QCG
132
Quadrant Capital Group
Ohio
$37K +$7.58K +211 +24%
BIG
133
Bellwether Investment Group
Tennessee
$36K +$33.7K +938 New
PCP
134
Proficio Capital Partners
Massachusetts
$34K +$10.7K +299 +52%
IWM
135
IHT Wealth Management
Illinois
$33K +$30.6K +852 New
MFS
136
MSI Financial Services
Massachusetts
$31K -$1.19K -33 -4%
SPIA
137
Steward Partners Investment Advisory
New York
$26K +$25.1K +699 New
LIA
138
LS Investment Advisors
Michigan
$25K
WT
139
Whittier Trust
California
$25K
CAW
140
Cornerstone Advisors (Washington)
Washington
$24K
TJHA
141
Thomas J. Herzfeld Advisors
Florida
$24K
TWA
142
TCI Wealth Advisors
Arizona
$23K
TDC
143
Thompson Davis & Co
Virginia
$23K
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22K +$1.44K +40 +7%
OFW
145
Omnia Family Wealth
Florida
$22K +$20.8K +580 New
CFA
146
Carroll Financial Associates
North Carolina
$20K
BlackRock
147
BlackRock
New York
$20K +$18.5K +516 New
BL
148
Balentine LLC
Georgia
$19K -$4.2K -117 -19%
PA
149
Parallel Advisors
California
$19K +$17.5K +487 New
RFWA
150
RPg Family Wealth Advisory
Massachusetts
$15.6K +$2.69K +75 +23%

PUK Hedge Fund Activity: Q4 2016 in Review

174 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2016, worth a combined $912M — up 12% from $814M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PUK positions and 17 closed out — a net gain of 15 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Northern Trust, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 174 institutional investors held Prudential (PUK) as of Q4 2016, up from 163 in Q3 2016.
  • Funds reported $912M of Prudential stock for Q4 2016, up 12% quarter-over-quarter.
  • 32 funds opened new Prudential positions in Q4 2016 and 17 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q4 2016 was Northern Trust, an estimated $21.2M added.
  • The largest Prudential seller in Q4 2016 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2016.