We are live on ! Find out more
PUK icon

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
EFSCE
151
Enterprise Financial Services Corp (EFSC)
Missouri
$15K
MFBTD
152
MB Financial Bank - Trust Department
Illinois
$14K
WA
153
Winfield Associates
Ohio
$13K -$2.77K -77 -19%
FWM
154
Focused Wealth Management
New York
$12K
Fifth Third Bancorp
155
Fifth Third Bancorp
Ohio
$11K -$3.7K -103 -26%
Nisa Investment Advisors
156
Nisa Investment Advisors
Missouri
$8K
DVM
157
Dreman Value Management
Florida
$6K -$58.6K -1,633 -92%
Toronto Dominion Bank
158
Toronto Dominion Bank
Ontario, Canada
$6K
FAN
159
Financial Advisors Network
California
$5.58K +$5.24K +146 New
AP
160
Atwood & Palmer
Missouri
$5K
PFBT
161
Parkside Financial Bank & Trust
Missouri
$5K
SSB
162
Sandy Spring Bank
Maryland
$5K
Federated Hermes
163
Federated Hermes
Pennsylvania
$5K +$1.44K +40 +44%
GRP
164
Global Retirement Partners
California
$5K +$4.63K +129 New
PMFA
165
Plante Moran Financial Advisors
Michigan
$5K +$4.99K +139 New
DADC
166
D.A. Davidson & Co
Montana
$4K
WA
167
WFG Advisors
Texas
$4K +$3.38K +94 New
SIC
168
Salem Investment Counselors
North Carolina
$4K +$3.98K +111 New
TCOV
169
Trust Company of Vermont
Vermont
$4K +$4.06K +113 New
AAP
170
Arax Advisory Partners
Colorado
$4K +$4.09K +114 New
WIM
171
Westside Investment Management
California
$3.69K +$3.48K +97 New
RFA
172
Reilly Financial Advisors
California
$3K
BWM
173
Baystate Wealth Management
Massachusetts
$3K +$2.55K +71 New
AF
174
Allworth Financial
California
$2K
RWML
175
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$756

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.