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Prudential
PUK

176 hedge funds and large institutions have $757M invested in Prudential in 2020 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 40 increasing their positions, 67 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 24

25% more capital invested

Capital invested by funds: $604M → $757M (+$153M)

4% more funds holding

Funds holding: 170 → 176 (+6)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.03% less ownership

Funds ownership: 0.84% → 0.81% (-0.03%)

40% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 67

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3K

Holders
176
Holders Change
+6
Holders Change %
+3.53%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
40
Reduced
67
Closed
24
Calls
–
Puts
$3K
Net Calls
-$3K
Net Calls Change
+$817K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$5.72M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.33M
3
MAM
Madison Asset Management
Wisconsin
+$3.83M
4
OMC
Old Mission Capital
Illinois
+$2.64M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.13M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$5.63M
2
ECG
Edge Capital Group
Georgia
-$4.61M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$2.81M
4
Jane Street
Jane Street
New York
-$2.76M
5
Northern Trust
Northern Trust
Illinois
-$2.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
FF
151
FourThought Financial
Florida
$5K +$4.36K +142 New
VCG
152
Vantage Consulting Group
Virginia
$5K +$4.54K +148 New
EW
153
Evoke Wealth
California
$4K – – –
HWM
154
HighMark Wealth Management
Minnesota
$4K – – –
ME
155
McIlrath & Eck
Washington
$4K – – –
TFS
156
TrustCore Financial Services
Tennessee
$4K – – –
TFGT
157
TS Financial Group (TSFG)
Illinois
$4K – – –
DAC
158
Dividend Assets Capital
South Carolina
$4K +$3.16K +103 New
DAM
159
Delta Asset Management
Tennessee
$3K – – –
EWM
160
Endurance Wealth Management
Rhode Island
$3K – – –
GAM
161
Gemmer Asset Management
California
$3K – – –
PWMG
162
Prestige Wealth Management Group
New Jersey
$3K – – –
SWM
163
Sugarloaf Wealth Management
Georgia
$3K – – –
Jones Financial Companies
164
Jones Financial Companies
Missouri
$3K +$2.58K +84 New
IRC
165
Investors Research Corp
Georgia
$2K – – –
IAIM
166
International Assets Investment Management
Florida
$2K +$1.5K +49 New
FHA
167
First Horizon Advisors
Tennessee
$2K +$1.6K +52 New
NFG
168
Next Financial Group
Texas
$2K +$1.69K +55 New
BCWM
169
Bartlett & Co Wealth Management
Ohio
$1.22K +$1.04K +34 New
MAM
170
Meeder Asset Management
Ohio
$1K -$31 -1 -4%
RWA
171
Ropes Wealth Advisors
Massachusetts
$1K +$706 +23 New
Kayne Anderson Rudnick Investment Management
172
Kayne Anderson Rudnick Investment Management
California
$1K +$982 +32 New
BC
173
Bartlett & Co
Ohio
$1K +$1.04K +34 New
GWM
174
Geneos Wealth Management
Colorado
$1K +$2.58K +84 +195%
ECG
175
Edge Capital Group
Georgia
– -$4.61M -166,192 Closed
4 5 6
7
8

PUK Hedge Fund Activity: Q4 2020 in Review

176 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2020, worth a combined $757M — up 25% from $604M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PUK positions and 24 closed out — a net gain of 9 holders — while 40 added to existing stakes and 67 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $5.72M. The largest seller was Goldman Sachs, cutting an estimated $5.63M.

  • 176 institutional investors held Prudential (PUK) as of Q4 2020, up from 170 in Q3 2020.
  • Funds reported $757M of Prudential stock for Q4 2020, up 25% quarter-over-quarter.
  • 33 funds opened new Prudential positions in Q4 2020 and 24 closed out, a net change of +9 holders.
  • The largest Prudential buyer in Q4 2020 was JP Morgan Chase, an estimated $5.72M added.
  • The largest Prudential seller in Q4 2020 was Goldman Sachs, an estimated $5.63M sold.

Based on aggregated 13F filings for Q4 2020.