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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
AA
126
AlphaMark Advisors
Kentucky
$14K
SPIA
127
Steward Partners Investment Advisory
New York
$13.4K
ZB
128
Zions Bancorporation
Utah
$13.3K +$573 +20 +4%
Macquarie Group
129
Macquarie Group
Australia
$12K -$29 -1 -0.2%
FHA
130
First Horizon Advisors
Tennessee
$11.2K +$2.92K +102 +35%
GRP
131
Global Retirement Partners
California
$9.93K +$57 +2 +0.6%
Federated Hermes
132
Federated Hermes
Pennsylvania
$8.89K +$601 +21 +7%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$8.84K +$8.45K +295 +1,735%
PA
134
PSI Advisors
Florida
$8.5K
CT
135
Colonial Trust
South Carolina
$7.72K +$1.06K +37 +15%
BTI
136
Blue Trust Inc
Georgia
$7K -$64.8K -2,263 -89%
HWA
137
HHM Wealth Advisors
Tennessee
$6.43K
NFSG
138
Newbridge Financial Services Group
Florida
$6.34K
FFA
139
Farther Finance Advisors
California
$6.12K +$3.44K +120 +125%
CFGS
140
Concourse Financial Group Securities
Alabama
$5.92K +$1.6K +56 +37%
HI
141
Harbour Investments
Wisconsin
$5.89K +$2K +70 +51%
JWA
142
JFS Wealth Advisors
Pennsylvania
$5.38K +$773 +27 +17%
EBA
143
Eagle Bay Advisors
New York
$4.36K
CWC
144
Carolinas Wealth Consulting
North Carolina
$4.16K -$487 -17 -10%
GKIM
145
GW&K Investment Management
Massachusetts
$4K +$4.29K +150 New
HPC
146
HM Payson & Co
Maine
$3.91K
RFG
147
RFP Financial Group
Georgia
$3.48K
HWM
148
HighMark Wealth Management
Minnesota
$3.29K
CCA
149
Column Capital Advisors
Indiana
$3.17K +$3.21K +112 New
TAIM
150
TD Ameritrade Investment Management
Nebraska
$3K

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.