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Prudential

167 hedge funds and large institutions have $637M invested in Prudential in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

0.06% more ownership

Funds ownership: 0.89%0.95% (+0.06%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 171167 (-4)

12% less capital invested

Capital invested by funds: $722M → $637M (-$85.1M)

88% less call options, than puts

Call options by funds: $2K | Put options by funds: $17K

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
58
Reduced
55
Closed
34
Calls
$2K
Puts
$17K
Net Calls
-$15K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$2K -$2.26K -88 -50%
EWM
152
Endurance Wealth Management
Rhode Island
$2K
KFP
153
KB Financial Partners
New Jersey
$2K
ME
154
McIlrath & Eck
Washington
$2K
SWM
155
Sugarloaf Wealth Management
Georgia
$2K
BIA
156
Bell Investment Advisors
California
$2K +$1.67K +65 New
HS
157
Horan Securities
United States
$2K +$1.75K +68 New
TWP
158
TFO Wealth Partners
Ohio
$2K +$2.18K +85 New
PTC
159
Private Trust Company
Ohio
$2K +$2.39K +93 New
FSWA
160
Financial Synergies Wealth Advisors
Texas
$1.18K +$1.21K +47 New
UB
161
UMB Bank
Missouri
$1K -$18.5K -722 -96%
CWP
162
Concord Wealth Partners
Virginia
$1K -$950 -37 -54%
IRC
163
Investors Research Corp
Georgia
$1K
HI
164
Harbour Investments
Wisconsin
$1K +$1.23K +48 New
CWM
165
Castle Wealth Management
Florida
$1K +$1.46K +57 New
CSS
166
Cubist Systematic Strategies
Connecticut
-$5.4M -182,581 Closed
Franklin Resources
167
Franklin Resources
California
-$2.32M -78,529 Closed
Voloridge Investment Management
168
Voloridge Investment Management
Florida
-$1.43M -48,341 Closed
AI
169
Atria Investments
North Carolina
-$1.39M -47,000 Closed
USCWA
170
U.S. Capital Wealth Advisors
Texas
-$1.33M -45,015 Closed
AWA
171
Aaron Wealth Advisors
Illinois
-$1.27M -37,684 Closed
BNP Paribas Financial Markets
172
BNP Paribas Financial Markets
France
-$942K -31,842 Closed
Two Sigma Investments
173
Two Sigma Investments
New York
-$702K -23,742 Closed
ECM
174
ExodusPoint Capital Management
New York
-$499K -16,871 Closed
EGM
175
Engineers Gate Manager
New York
-$397K -13,406 Closed

PUK Hedge Fund Activity: Q2 2022 in Review

167 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2022, worth a combined $637M — down 12% from $722M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PUK and 31 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $56.2M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.8M.

  • 167 institutional investors held Prudential (PUK) as of Q2 2022, down from 171 in Q1 2022.
  • Funds reported $637M of Prudential stock for Q2 2022, down 12% quarter-over-quarter.
  • 31 funds opened new Prudential positions in Q2 2022 and 34 closed out, a net change of -3 holders.
  • The largest Prudential buyer in Q2 2022 was Morgan Stanley, an estimated $56.2M added.
  • The largest Prudential seller in Q2 2022 was D.E. Shaw & Co, an estimated $9.8M sold.

Based on aggregated 13F filings for Q2 2022.