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Prudential

142 hedge funds and large institutions have $534M invested in Prudential in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

0.05% more ownership

Funds ownership: 0.95%1% (+0.05%)

15% less funds holding

Funds holding: 167142 (-25)

16% less capital invested

Capital invested by funds: $637M → $534M (-$103M)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

Holders
142
Holders Change
-25
Holders Change %
-14.97%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
35
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
-$383K -15,264 Closed
Optiver Holding
152
Optiver Holding
Netherlands
-$382K -15,229 Closed
SIA
153
Schechter Investment Advisors
Michigan
-$357K -14,183 Closed
LNWWM
154
Laird Norton Wetherby Wealth Management
California
-$313K -12,475 Closed
HSA
155
HBK Sorce Advisory
Pennsylvania
-$278K -11,064 Closed
CL
156
CSS LLC
Illinois
-$251K -10,000 Closed
Janney Montgomery Scott
157
Janney Montgomery Scott
Pennsylvania
-$250K -9,956 Closed
BPA
158
Beacon Pointe Advisors
California
-$247K -9,778 Closed
M&T Bank
159
M&T Bank
New York
-$241K -9,583 Closed
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
-$233K -9,262 Closed
FCH
161
Freestone Capital Holdings
Washington
-$223K -8,877 Closed
KAS
162
Kestra Advisory Services
Texas
-$219K -8,724 Closed
WA
163
Wealth Alliance
New York
-$218K -8,698 Closed
Creative Planning
164
Creative Planning
Kansas
-$212K -8,424 Closed
RIA
165
Regal Investment Advisors
Michigan
-$210K -8,374 Closed
QT
166
Quantbot Technologies
New York
-$163K -6,498 Closed
CAPTRUST Financial Advisors
167
CAPTRUST Financial Advisors
North Carolina
-$87K -3,450 Closed
HIA
168
Harbor Investment Advisory
Maryland
-$67K -2,649 Closed
VVP
169
Venture Visionary Partners
Ohio
-$18.1K -719 Closed
Simplex Trading
170
Simplex Trading
Illinois
-$7K -308 Closed
CCA
171
Column Capital Advisors
Indiana
-$8K -304 Closed
AF
172
Allworth Financial
California
-$4K -176 Closed
CA
173
CoreCap Advisors
Michigan
-$4K -172 Closed
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
-$3K -136 Closed
WT
175
Washington Trust
Rhode Island
-$3K -109 Closed

PUK Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2022, worth a combined $534M — down 16% from $637M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PUK and 22 opened new positions — a net loss of 21 holders — while 35 trimmed existing stakes and 59 added.

The largest buyer was BlackRock, adding an estimated $36.9M. The largest seller was Lazard Asset Management, cutting an estimated $32M.

  • 142 institutional investors held Prudential (PUK) as of Q3 2022, down from 167 in Q2 2022.
  • Funds reported $534M of Prudential stock for Q3 2022, down 16% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q3 2022 and 43 closed out, a net change of -21 holders.
  • The largest Prudential buyer in Q3 2022 was BlackRock, an estimated $36.9M added.
  • The largest Prudential seller in Q3 2022 was Lazard Asset Management, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2022.