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Prudential

206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

0.02% more ownership

Funds ownership: 0.99%1% (+0.02%)

6% less funds holding

Funds holding: 219206 (-13)

10% less capital invested

Capital invested by funds: $1.29B → $1.16B (-$130M)

25% less call options, than puts

Call options by funds: $210K | Put options by funds: $279K

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-13
Holders Change %
-5.94%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
78
Reduced
51
Closed
32
Calls
$210K
Puts
$279K
Net Calls
-$69K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
151
Steward Partners Investment Advisory
New York
$30K
WT
152
Whittier Trust
California
$28K -$6.15K -126 -16%
LIA
153
LS Investment Advisors
Michigan
$28K
OFW
154
Omnia Family Wealth
Florida
$26K
TWA
155
TCI Wealth Advisors
Arizona
$26K
AF
156
Advisornet Financial
Minnesota
$26K +$14.9K +306 +113%
NIMI
157
Natixis Investment Managers International
France
$25K
PGWM
158
Parisi Gray Wealth Management
New Jersey
$25K
LFA
159
Legacy Financial Advisors
Kentucky
$22K +$18.6K +382 +354%
ASN
160
Advisory Services Network
Georgia
$21K +$391 +8 +2%
AAM
161
Advisors Asset Management
Colorado
$21K +$19K +389 +458%
CFA
162
Carroll Financial Associates
North Carolina
$20K
RFA
163
Reilly Financial Advisors
California
$20K
EFSCE
164
Enterprise Financial Services Corp (EFSC)
Missouri
$18K -$7.71K -158 -27%
BFC
165
Bedel Financial Consulting
Indiana
$18K
IA
166
IFP Advisors
Florida
$17K -$14.8K -303 -44%
MFBTD
167
MB Financial Bank - Trust Department
Illinois
$16K
SIS
168
Sound Income Strategies
Florida
$16K
TFS
169
TrustCore Financial Services
Tennessee
$15K +$11.1K +228 +219%
BlackRock
170
BlackRock
New York
$14K -$1.47K -30 -9%
CHP
171
Cable Hill Partners
Oregon
$14K
FWM
172
Focused Wealth Management
New York
$14K
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$14K +$11.3K +232 +252%
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$12K -$76.1K -1,559 -85%
RCAG
175
Rehmann Capital Advisory Group
Michigan
$11K

PUK Hedge Fund Activity: Q2 2018 in Review

206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.

The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
  • The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.