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Prudential
PUK

181 hedge funds and large institutions have $861M invested in Prudential in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0.04% more ownership

Funds ownership: 0.85% → 0.89% (+0.04%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 184 → 181 (-3)

6% less capital invested

Capital invested by funds: $918M → $861M (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
65
Reduced
49
Closed
25
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$214K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$23.1M
2
BlackRock
BlackRock
New York
+$17.9M
3
Bank of America
Bank of America
North Carolina
+$16.8M
4
CQS
Credential Qtrade Securities
+$5.24M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$9.79M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.14M
3
Northern Trust
Northern Trust
Illinois
-$7.5M
4
Optiver Holding
Optiver Holding
Netherlands
-$3.2M
5
OMC
Old Mission Capital
Illinois
-$2.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
EW
151
Evoke Wealth
California
$5K – – –
FPS
152
Fieldpoint Private Securities
Connecticut
$5K – – –
FF
153
FourThought Financial
Florida
$5K – – –
KFP
154
KB Financial Partners
New Jersey
$5K – – –
DAC
155
Dividend Assets Capital
South Carolina
$4K – – –
ME
156
McIlrath & Eck
Washington
$4K – – –
TFS
157
TrustCore Financial Services
Tennessee
$4K – – –
PWS
158
Paragon Wealth Strategies
Florida
$4K +$4.79K +117 New
DAM
159
Delta Asset Management
Tennessee
$3K – – –
FHA
160
First Horizon Advisors
Tennessee
$3K – – –
GAM
161
Gemmer Asset Management
California
$3K – – –
HWM
162
HighMark Wealth Management
Minnesota
$3K – – –
PWMG
163
Prestige Wealth Management Group
New Jersey
$3K – – –
SWM
164
Sugarloaf Wealth Management
Georgia
$3K – – –
NFG
165
Next Financial Group
Texas
$2K -$369 -9 -16%
AWM
166
Avior Wealth Management
Nebraska
$2K – – –
EWM
167
Endurance Wealth Management
Rhode Island
$2K – – –
IRC
168
Investors Research Corp
Georgia
$2K – – –
CA
169
Clearstead Advisors
Ohio
$2K +$1.88K +46 New
ASN
170
Advisory Services Network
Georgia
$2K +$2.46K +60 New
BCWM
171
Bartlett & Co Wealth Management
Ohio
$1.26K – – –
GWM
172
Geneos Wealth Management
Colorado
$1K -$3.44K -84 -66%
MAM
173
Meeder Asset Management
Ohio
$1K -$369 -9 -39%
BC
174
Bartlett & Co
Ohio
$1K – – –
CWP
175
Concord Wealth Partners
Virginia
$1K – – –
5 6
7
8 9

PUK Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2021, worth a combined $861M — down 6.3% from $918M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PUK and 24 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 65 added.

The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Raymond James & Associates, cutting an estimated $9.79M.

  • 181 institutional investors held Prudential (PUK) as of Q2 2021, down from 184 in Q1 2021.
  • Funds reported $861M of Prudential stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2021 was Bank of Montreal, an estimated $23.1M added.
  • The largest Prudential seller in Q2 2021 was Raymond James & Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.