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Prudential

142 hedge funds and large institutions have $534M invested in Prudential in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

0.05% more ownership

Funds ownership: 0.95%1% (+0.05%)

15% less funds holding

Funds holding: 167142 (-25)

16% less capital invested

Capital invested by funds: $637M → $534M (-$103M)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

Holders
142
Holders Change
-25
Holders Change %
-14.97%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
35
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HGWM
126
Harvest Group Wealth Management
Massachusetts
$2K
HWM
127
HighMark Wealth Management
Minnesota
$2K
ME
128
McIlrath & Eck
Washington
$2K
SWM
129
Sugarloaf Wealth Management
Georgia
$2K
WT
130
Whittier Trust
California
$2K
ZIG
131
Zullo Investment Group
Pennsylvania
$2K
CCM
132
Covington Capital Management
California
$2K +$2.04K +89 New
CB
133
Community Bank
New York
$2K +$2.15K +94 New
JWA
134
JFS Wealth Advisors
Pennsylvania
$1K -$6.64K -290 -82%
BIA
135
Bell Investment Advisors
California
$1K -$183 -8 -12%
EWM
136
Endurance Wealth Management
Rhode Island
$1K
HI
137
Harbour Investments
Wisconsin
$1K
IRC
138
Investors Research Corp
Georgia
$1K
KFP
139
KB Financial Partners
New Jersey
$1K
GI
140
Gradient Investments
Minnesota
$1K +$871 +38 New
FSWA
141
Financial Synergies Wealth Advisors
Texas
$937
D.E. Shaw & Co
142
D.E. Shaw & Co
New York
-$3.42M -136,252 Closed
CFM
143
Capricorn Fund Managers
United Kingdom
-$2.25M -89,688 Closed
OMC
144
Old Mission Capital
Illinois
-$1.74M -69,139 Closed
RFC
145
Regions Financial Corp
Alabama
-$941K -37,468 Closed
Allianz Asset Management
146
Allianz Asset Management
Germany
-$650K -25,896 Closed
AWA
147
Amplius Wealth Advisors
Pennsylvania
-$437K -17,419 Closed
FA
148
FDx Advisors
Illinois
-$437K -17,419 Closed
VCA
149
Verdence Capital Advisors
Maryland
-$418K -16,665 Closed
EWA
150
EP Wealth Advisors
California
-$402K -16,010 Closed

PUK Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2022, worth a combined $534M — down 16% from $637M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PUK and 22 opened new positions — a net loss of 21 holders — while 35 trimmed existing stakes and 59 added.

The largest buyer was BlackRock, adding an estimated $36.9M. The largest seller was Lazard Asset Management, cutting an estimated $32M.

  • 142 institutional investors held Prudential (PUK) as of Q3 2022, down from 167 in Q2 2022.
  • Funds reported $534M of Prudential stock for Q3 2022, down 16% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q3 2022 and 43 closed out, a net change of -21 holders.
  • The largest Prudential buyer in Q3 2022 was BlackRock, an estimated $36.9M added.
  • The largest Prudential seller in Q3 2022 was Lazard Asset Management, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2022.