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Prudential

173 hedge funds and large institutions have $882M invested in Prudential in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $861M → $882M (+$21.1M)

0.03% less ownership

Funds ownership: 0.89%0.86% (-0.03%)

4% less funds holding

Funds holding: 181173 (-8)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

100% less call options, than puts

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

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
83
Closed
29
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
151
HighMark Wealth Management
Minnesota
$5K +$928 +24 +26%
ME
152
McIlrath & Eck
Washington
$4K -$116 -3 -3%
TFS
153
TrustCore Financial Services
Tennessee
$4K -$116 -3 -3%
FHA
154
First Horizon Advisors
Tennessee
$4K +$1.01K +26 +25%
DAM
155
Delta Asset Management
Tennessee
$3K -$77 -2 -3%
EWM
156
Endurance Wealth Management
Rhode Island
$3K -$77 -2 -3%
GAM
157
Gemmer Asset Management
California
$3K -$77 -2 -3%
PWMG
158
Prestige Wealth Management Group
New Jersey
$3K -$77 -2 -3%
SWM
159
Sugarloaf Wealth Management
Georgia
$3K -$77 -2 -3%
CFGS
160
Concourse Financial Group Securities
Alabama
$3K +$2.82K +73 New
IRC
161
Investors Research Corp
Georgia
$2K -$39 -1 -2%
NFG
162
Next Financial Group
Texas
$2K
CWP
163
Concord Wealth Partners
Virginia
$1K -$39 -1 -3%
GWM
164
Geneos Wealth Management
Colorado
$1K -$39 -1 -2%
GRP
165
Global Retirement Partners
California
$1K -$39 -1 -3%
GKWIM
166
Gerber Kawasaki Wealth & Investment Management
California
$1K +$39 +1 New
BIA
167
Bell Investment Advisors
California
$1K +$1.35K +35 New
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$5 -$155 -4 -3%
BBHC
169
Brown Brothers Harriman & Co
New York
$3 -$77 -2 -3%
SC
170
Scotia Capital
Ontario, Canada
-$5.92M -160,332 Closed
Optiver Holding
171
Optiver Holding
Netherlands
-$1.36M -36,862 Closed
D.E. Shaw & Co
172
D.E. Shaw & Co
New York
-$1.31M -35,353 Closed
OMC
173
Old Mission Capital
Illinois
-$1.12M -30,416 Closed
MWNA
174
Marshall Wace North America
New York
-$1.03M -27,922 Closed
CIBC World Market
175
CIBC World Market
Ontario, Canada
-$974K -26,344 Closed

PUK Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2021, worth a combined $882M — up 2.4% from $861M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUK and 24 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 173 institutional investors held Prudential (PUK) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $882M of Prudential stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2021 and 29 closed out, a net change of -5 holders.
  • The largest Prudential buyer in Q3 2021 was Bank of America, an estimated $11.5M added.
  • The largest Prudential seller in Q3 2021 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.