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Prudential

179 hedge funds and large institutions have $674M invested in Prudential in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $632M → $674M (+$41.6M)

0.14% less ownership

Funds ownership: 1.02%0.88% (-0.14%)

6% less funds holding

Funds holding: 190179 (-11)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 71

71% less call options, than puts

Call options by funds: $540K | Put options by funds: $1.85M

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
45
Reduced
71
Closed
37
Calls
$540K
Puts
$1.85M
Net Calls
-$1.31M
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
151
Sonora Investment Management
Arizona
$4K +$1.75K +66 +116%
BBHC
152
Brown Brothers Harriman & Co
New York
$4K +$1.98K +75 +153%
PAG
153
Private Advisor Group
New Jersey
$4K +$3.99K +151 New
LWM
154
Liberty Wealth Management
California
$3K -$4.79K -181 -78%
HWA
155
HHM Wealth Advisors
Tennessee
$3K
ME
156
McIlrath & Eck
Washington
$3K
TFS
157
TrustCore Financial Services
Tennessee
$3K
TFGT
158
TS Financial Group (TSFG)
Illinois
$3K
FHA
159
Flagship Harbor Advisors
Massachusetts
$3K +$3.2K +121 New
FCH
160
Freestone Capital Holdings
Washington
$2.6K -$1.03M -39,084 -31%
RWML
161
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.04K +$529 +20 +41%
GAM
162
Gemmer Asset Management
California
$2K -$3.91K -148 -72%
CB
163
Community Bank
New York
$2K
DAM
164
Delta Asset Management
Tennessee
$2K
EWM
165
Endurance Wealth Management
Rhode Island
$2K
PWMG
166
Prestige Wealth Management Group
New Jersey
$2K
RFA
167
Reilly Financial Advisors
California
$2K
SWM
168
Sugarloaf Wealth Management
Georgia
$2K
AAP
169
Arax Advisory Partners
Colorado
$2K +$26 +1 +2%
WAMC
170
Western Asset Management Company
California
$2K +$1.3K +49 New
CFD
171
Creative Financial Designs
Indiana
$2K +$1.82K +69 New
JWM
172
Janiczek Wealth Management
Colorado
$2K +$1.93K +73 New
KPW
173
Kore Private Wealth
New York
$1K -$2.8K -106 -73%
GWM
174
Geneos Wealth Management
Colorado
$1K -$1K -38 -47%
IRC
175
Investors Research Corp
Georgia
$1K

PUK Hedge Fund Activity: Q2 2020 in Review

179 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2020, worth a combined $674M — up 6.6% from $632M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PUK and 26 opened new positions — a net loss of 11 holders — while 71 trimmed existing stakes and 45 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.95M. The largest seller was Lazard Asset Management, cutting an estimated $42.8M.

  • 179 institutional investors held Prudential (PUK) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $674M of Prudential stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q2 2020 and 37 closed out, a net change of -11 holders.
  • The largest Prudential buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.95M added.
  • The largest Prudential seller in Q2 2020 was Lazard Asset Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2020.