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Prudential
PUK

186 hedge funds and large institutions have $782M invested in Prudential in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

8% more funds holding

Funds holding: 173 → 186 (+13)

0.03% less ownership

Funds ownership: 0.86% → 0.83% (-0.03%)

11% less capital invested

Capital invested by funds: $882M → $782M (-$99.4M)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
186
Holders Change
+13
Holders Change %
+7.51%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
42
Increased
49
Reduced
60
Closed
26
Calls
$12K
Puts
–
Net Calls
+$12K
Net Calls Change
+$19K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$37M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$34.2M
3
JP Morgan Chase
JP Morgan Chase
New York
+$17.6M
4
SG
StoneX Group
New York
+$14.8M
5
Optiver Holding
Optiver Holding
Netherlands
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$50M
2
BlackRock
BlackRock
New York
-$48.5M
3
Lazard Asset Management
Lazard Asset Management
New York
-$30.9M
4
Goldman Sachs
Goldman Sachs
New York
-$9.82M
5
PPA
Parametric Portfolio Associates
Washington
-$8.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPS
151
Fieldpoint Private Securities
Connecticut
$7K -$4.17K -110 -34%
AA
152
Ancora Advisors
Ohio
$7K – – –
WT
153
Whittier Trust
California
$7K – – –
CFA
154
Carroll Financial Associates
North Carolina
$6K -$4.17K -110 -36%
FHA
155
First Horizon Advisors
Tennessee
$6K +$3.07K +81 +62%
DWA
156
Delos Wealth Advisors
Texas
$6K +$6.22K +164 New
CA
157
CoreCap Advisors
Michigan
$6K +$6.83K +180 New
FF
158
FourThought Financial
Florida
$5K – – –
Koshinski Asset Management
159
Koshinski Asset Management
Illinois
$4.13K -$4.25K -112 -48%
WT
160
Washington Trust
Rhode Island
$4K -$1.71K -45 -28%
HWM
161
HighMark Wealth Management
Minnesota
$4K – – –
ME
162
McIlrath & Eck
Washington
$4K – – –
1832 Asset Management
163
1832 Asset Management
Ontario, Canada
$4K +$3.83K +101 New
ZIG
164
Zullo Investment Group
Pennsylvania
$4K +$3.91K +103 New
CT
165
Cambridge Trust
Massachusetts
$4K +$4.1K +108 New
CFGS
166
Concourse Financial Group Securities
Alabama
$3K – – –
PWMG
167
Prestige Wealth Management Group
New Jersey
$3K – – –
TFS
168
TrustCore Financial Services
Tennessee
$3K – – –
QC
169
Quent Capital
New York
$3K +$2.81K +74 New
FAG
170
Fortitude Advisory Group
Washington
$3K +$3.04K +80 New
KFP
171
KB Financial Partners
New Jersey
$3K +$3.49K +92 New
EWM
172
Endurance Wealth Management
Rhode Island
$2K – – –
GAM
173
Gemmer Asset Management
California
$2K – – –
IRC
174
Investors Research Corp
Georgia
$2K – – –
SWM
175
Sugarloaf Wealth Management
Georgia
$2K – – –
5 6
7
8 9

PUK Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2021, worth a combined $782M — down 11% from $882M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PUK positions and 26 closed out — a net gain of 16 holders — while 49 added to existing stakes and 60 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37M. The largest seller was Bank of America, cutting an estimated $50M.

  • 186 institutional investors held Prudential (PUK) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $782M of Prudential stock for Q4 2021, down 11% quarter-over-quarter.
  • 42 funds opened new Prudential positions in Q4 2021 and 26 closed out, a net change of +16 holders.
  • The largest Prudential buyer in Q4 2021 was Royal Bank of Canada, an estimated $37M added.
  • The largest Prudential seller in Q4 2021 was Bank of America, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.