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Prudential

170 hedge funds and large institutions have $604M invested in Prudential in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 58 increasing their positions, 56 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 56

0.04% less ownership

Funds ownership: 0.88%0.84% (-0.04%)

5% less funds holding

Funds holding: 179170 (-9)

10% less capital invested

Capital invested by funds: $674M → $604M (-$69.4M)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

99% less call options, than puts

Call options by funds: $5K | Put options by funds: $825K

Holders
170
Holders Change
-9
Holders Change %
-5.03%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
58
Reduced
56
Closed
23
Calls
$5K
Puts
$825K
Net Calls
-$820K
Net Calls Change
+$489K
Name Holding Trade Value Shares
Change
Change in
Stake
EI
151
Ellevest Inc
New York
$3K +$2.6K +87 +621%
RWML
152
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.54K +$688 +23 +33%
SIM
153
Sonora Investment Management
Arizona
$2K -$1.71K -57 -46%
AAP
154
Arax Advisory Partners
Colorado
$2K
CB
155
Community Bank
New York
$2K
DAM
156
Delta Asset Management
Tennessee
$2K
EWM
157
Endurance Wealth Management
Rhode Island
$2K
HWA
158
HHM Wealth Advisors
Tennessee
$2K
PWMG
159
Prestige Wealth Management Group
New Jersey
$2K
SWM
160
Sugarloaf Wealth Management
Georgia
$2K
GAM
161
Gemmer Asset Management
California
$2K +$449 +15 +26%
CA
162
Crewe Advisors
Utah
$2K +$1.89K +63 New
Millennium Management
163
Millennium Management
New York
$1.5K +$1.61M +53,943 New
VFA
164
Valeo Financial Advisors
Indiana
$1K -$10.5K -351 -88%
FHA
165
Flagship Harbor Advisors
Massachusetts
$1K -$2.48K -83 -69%
FMP
166
Financial Management Professionals
Texas
$1K
GWM
167
Geneos Wealth Management
Colorado
$1K
IRC
168
Investors Research Corp
Georgia
$1K
MAM
169
Meeder Asset Management
Ohio
$1K +$718 +24 New
FCA
170
FinTrust Capital Advisors
South Carolina
$5
Renaissance Technologies
171
Renaissance Technologies
New York
-$5.41M -183,621 Closed
SSA
172
Schonfeld Strategic Advisors
New York
-$816K -27,689 Closed
MCM
173
McKinley Capital Management
Alaska
-$597K -20,264 Closed
ACM
174
Advisors Capital Management
New Jersey
-$477K -16,197 Closed
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
-$443K -14,802 Closed

PUK Hedge Fund Activity: Q3 2020 in Review

170 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2020, worth a combined $604M — down 10% from $674M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PUK and 16 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 58 added.

The largest buyer was Lazard Asset Management, adding an estimated $5.07M. The largest seller was Bank of America, cutting an estimated $16.9M.

  • 170 institutional investors held Prudential (PUK) as of Q3 2020, down from 179 in Q2 2020.
  • Funds reported $604M of Prudential stock for Q3 2020, down 10% quarter-over-quarter.
  • 16 funds opened new Prudential positions in Q3 2020 and 23 closed out, a net change of -7 holders.
  • The largest Prudential buyer in Q3 2020 was Lazard Asset Management, an estimated $5.07M added.
  • The largest Prudential seller in Q3 2020 was Bank of America, an estimated $16.9M sold.

Based on aggregated 13F filings for Q3 2020.