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Prudential
PUK

184 hedge funds and large institutions have $918M invested in Prudential in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $757M → $918M (+$161M)

5% more funds holding

Funds holding: 176 → 184 (+8)

0.04% more ownership

Funds ownership: 0.81% → 0.85% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
36
Closed
25
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$218K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$84.9M
2
Goldman Sachs
Goldman Sachs
New York
+$6.56M
3
SC
Scotia Capital
Ontario, Canada
+$6.18M
4
PPA
Parametric Portfolio Associates
Washington
+$5.89M
5
Bank of America
Bank of America
North Carolina
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.6M
2
SI
Scout Investments
Missouri
-$17.9M
3
Jane Street
Jane Street
New York
-$9.57M
4
Invesco
Invesco
Georgia
-$7.41M
5
RPA
Rock Point Advisors
Vermont
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
126
WhitTier Trust Company
Nevada
$26K – – –
CCA
127
Column Capital Advisors
Indiana
$25K – – –
AWA
128
Arkadios Wealth Advisors
Georgia
$25K +$23.8K +624 New
SPIA
129
Steward Partners Investment Advisory
New York
$20.2K – – –
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$19K – – –
HR
131
Howe & Rusling
New York
$18K +$1.83K +48 +12%
GWS
132
Glassman Wealth Services
Virginia
$18K +$2.51K +66 +18%
BFC
133
Bedel Financial Consulting
Indiana
$17K – – –
EI
134
Ellevest Inc
New York
$16K – – –
FFA
135
Freedman Financial Associates
Massachusetts
$16K – – –
EFSCE
136
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$1.75K +46 +13%
FCA
137
FinTrust Capital Advisors
South Carolina
$16K +$6.32K +166 +73%
CFA
138
Carroll Financial Associates
North Carolina
$12K – – –
AIC
139
Ameritas Investment Company
Nebraska
$11.8K +$10.9K +286 New
APA
140
American Portfolios Advisors
New York
$11.1K – – –
VFA
141
Valeo Financial Advisors
Indiana
$11K +$9.9K +260 New
FRA
142
Front Row Advisors
California
$10K – – –
SL
143
Savior LLC
Massachusetts
$10K – – –
SFS
144
Sowell Financial Services
Arkansas
$8K -$838 -22 -10%
HPC
145
HM Payson & Co
Maine
$8K – – –
CFD
146
Creative Financial Designs
Indiana
$7K – – –
WT
147
Washington Trust
Rhode Island
$7K – – –
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$7K +$6.21K +163 New
FPS
149
Fieldpoint Private Securities
Connecticut
$6K -$5.9K -155 -54%
EP
150
Eudaimonia Partners
Tennessee
$6K +$5.48K +144 New
4 5
6
7 8

PUK Hedge Fund Activity: Q1 2021 in Review

184 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2021, worth a combined $918M — up 21% from $757M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PUK positions and 25 closed out — a net gain of 10 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $84.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.6M.

  • 184 institutional investors held Prudential (PUK) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $918M of Prudential stock for Q1 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Prudential positions in Q1 2021 and 25 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q1 2021 was BlackRock, an estimated $84.9M added.
  • The largest Prudential seller in Q1 2021 was JP Morgan Chase, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2021.