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Prudential
PUK

172 hedge funds and large institutions have $772M invested in Prudential in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $76K | Put options by funds: $20K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

4% more funds holding

Funds holding: 166 → 172 (+6)

3% more capital invested

Capital invested by funds: $750M → $772M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more ownership

Funds ownership: 0.99% → 0.99% (+0%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
70
Reduced
51
Closed
18
Calls
$76K
Puts
$20K
Net Calls
+$56K
Net Calls Change
-$201K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$16.6M
2
Goldman Sachs
Goldman Sachs
New York
+$4.67M
3
Bank of America
Bank of America
North Carolina
+$3.73M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.29M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arete Wealth Advisors
Illinois
-$12.3M
2
Optiver Holding
Optiver Holding
Netherlands
-$3.85M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.43M
4
OMC
Old Mission Capital
Illinois
-$3.33M
5
UBS Group
UBS Group
Switzerland
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
151
Bollard Group
Massachusetts
$3K +$3.06K +107 New
M
152
MOTCO
Texas
$2.6K +$2.63K +92 New
ME
153
McIlrath & Eck
Washington
$2.27K – – –
EWM
154
Endurance Wealth Management
Rhode Island
$2K – – –
KFP
155
KB Financial Partners
New Jersey
$2K – – –
SWM
156
Sugarloaf Wealth Management
Georgia
$1.95K – – –
HNB
157
Huntington National Bank
Ohio
$1.87K +$1.89K +66 New
SWM
158
Spire Wealth Management
Virginia
$1.78K -$1.12K -39 -38%
BIA
159
Bell Investment Advisors
California
$1.5K +$515 +18 +51%
IA
160
IFP Advisors
Florida
$1.36K +$859 +30 +167%
AF
161
Allworth Financial
California
$1.3K -$1.03K -36 -44%
1832 Asset Management
162
1832 Asset Management
Ontario, Canada
$1.3K +$1.32K +46 New
SCA
163
Stonebridge Capital Advisors
Minnesota
$1.25K +$630 +22 +100%
IRC
164
Investors Research Corp
Georgia
$1.25K – – –
CWP
165
Concord Wealth Partners
Virginia
$906 – – –
Kayne Anderson Rudnick Investment Management
166
Kayne Anderson Rudnick Investment Management
California
$878 +$888 +31 New
GI
167
Gradient Investments
Minnesota
$765 +$773 +27 New
FGAM
168
Financial Gravity Asset Management
Texas
$698 +$802 +28 New
AWM
169
Abound Wealth Management
Tennessee
$510 +$515 +18 New
GJIA
170
Glass Jacobson Investment Advisors
Maryland
$510 +$515 +18 New
HIA
171
Harbor Investment Advisory
Maryland
$198 +$200 +7 New
AWA
172
Arete Wealth Advisors
Illinois
– -$12.3M -248,560 Closed
OMC
173
Old Mission Capital
Illinois
– -$3.33M -121,755 Closed
Marshall Wace
174
Marshall Wace
United Kingdom
– -$3.03M -110,884 Closed
CF
175
Cantor Fitzgerald
New York
– -$2.9M -106,211 Closed
4 5 6
7
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PUK Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2023, worth a combined $772M — up 3.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PUK positions and 18 closed out — a net gain of 7 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $16.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $12.3M sold.

  • 172 institutional investors held Prudential (PUK) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $772M of Prudential stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 25 funds opened new Prudential positions in Q2 2023 and 18 closed out, a net change of +7 holders.
  • The largest Prudential buyer in Q2 2023 was BlackRock, an estimated $16.6M added.
  • The largest Prudential seller in Q2 2023 was Arete Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2023.