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Prudential
PUK

166 hedge funds and large institutions have $750M invested in Prudential in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

378% more call options, than puts

Call options by funds: $325K | Put options by funds: $68K

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

1% more funds holding

Funds holding: 164 → 166 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.05% less ownership

Funds ownership: 1.04% → 0.99% (-0.05%)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

93% less capital invested

Capital invested by funds: $10.2B → $750M (-$9.47B)

Holders
166
Holders Change
+2
Holders Change %
+1.22%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
53
Reduced
60
Closed
19
Calls
$325K
Puts
$68K
Net Calls
+$257K
Net Calls Change
-$172K

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.08M
2
TWI
Thomas White International
Illinois
+$4.85M
3
Marshall Wace
Marshall Wace
United Kingdom
+$3.33M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.19M
5
Goldman Sachs
Goldman Sachs
New York
+$2.54M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.6M
2
Jane Street
Jane Street
New York
-$10.9M
3
CCM
Causeway Capital Management
California
-$8.98M
4
Morgan Stanley
Morgan Stanley
New York
-$5.43M
5
OMC
Old Mission Capital
Illinois
-$4.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
151
Schubert & Co
Texas
$2.21K – – –
ME
152
McIlrath & Eck
Washington
$2.19K – – –
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$2.13K +$2.34K +78 New
EWM
154
Endurance Wealth Management
Rhode Island
$2K – – –
KFP
155
KB Financial Partners
New Jersey
$2K – – –
SWM
156
Sugarloaf Wealth Management
Georgia
$1.89K – – –
BAAM
157
Baker Avenue Asset Management
California
$1.53K +$1.68K +56 New
IRC
158
Investors Research Corp
Georgia
$1.2K – – –
SFG
159
Steward Financial Group
Texas
$1K – – –
BIA
160
Bell Investment Advisors
California
$957 -$571 -19 -35%
CWP
161
Concord Wealth Partners
Virginia
$875 – – –
IAIM
162
International Assets Investment Management
Florida
$820 +$901 +30 New
SCA
163
Stonebridge Capital Advisors
Minnesota
$605 – – –
IA
164
IFP Advisors
Florida
$486 -$147K -4,905 -100%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$465 +$511 +17 New
RPA
166
Rock Point Advisors
Vermont
– -$1.53M -55,610 Closed
PAS
167
Park Avenue Securities
New York
– -$530K -19,281 Closed
CS
168
Credit Suisse
Switzerland
– -$468K -17,014 Closed
KAS
169
Kestra Advisory Services
Texas
– -$421K -15,334 Closed
SW
170
SVB Wealth
Massachusetts
– -$417K -15,169 Closed
Prudential Financial
171
Prudential Financial
New Jersey
– -$234K -8,516 Closed
MM
172
MQS Management
New York
– -$215K -7,841 Closed
Rockefeller Capital Management
173
Rockefeller Capital Management
New York
– -$147K -5,398 Closed
TJHA
174
Thomas J. Herzfeld Advisors
Florida
– -$37.1K -1,351 Closed
RTL
175
Red Tortoise LLC
Georgia
– -$24.2K -882 Closed
4 5 6
7
8

PUK Hedge Fund Activity: Q1 2023 in Review

166 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2023, worth a combined $750M — down 93% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PUK positions and 19 closed out — a net gain of 5 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $5.08M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 166 institutional investors held Prudential (PUK) as of Q1 2023, up from 164 in Q4 2022.
  • Funds reported $750M of Prudential stock for Q1 2023, down 93% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q1 2023 and 19 closed out, a net change of +5 holders.
  • The largest Prudential buyer in Q1 2023 was Bank of Montreal, an estimated $5.08M added.
  • The largest Prudential seller in Q1 2023 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q1 2023.