Prudential
PUK
189 hedge funds and large institutions have $677M invested in Prudential in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 73 increasing their positions, 52 reducing their positions, and 20 closing their positions.
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
40% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 52
13% more funds holding
Funds holding: 167 → 189 (+22)
8% more capital invested
Capital invested by funds: $624M → $677M (+$52.9M)
0.06% more ownership
Funds ownership: 1.03% → 1.1% (+0.06%)
16% less call options, than puts
Call options by funds: $355K | Put options by funds: $424K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$80.6M |
| 2 |
Goldman Sachs
New York
|
+$6.02M |
| 3 |
Optiver Holding
Amsterdam,
Netherlands
|
+$4.96M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$3.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CQS
Credential Qtrade Securities
Vancouver,
|
-$23.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$20.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$13.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$6.03M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$4.64M |
PUK Hedge Fund Activity: Q4 2023 in Review
189 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2023, worth a combined $677M — up 8.5% from $624M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new PUK positions and 20 closed out — a net gain of 25 holders — while 73 added to existing stakes and 52 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $80.6M. The largest seller was Credential Qtrade Securities, cutting an estimated $23.4M.
- 189 institutional investors held Prudential (PUK) as of Q4 2023, up from 167 in Q3 2023.
- Funds reported $677M of Prudential stock for Q4 2023, up 8.5% quarter-over-quarter.
- 45 funds opened new Prudential positions in Q4 2023 and 20 closed out, a net change of +25 holders.
- The largest Prudential buyer in Q4 2023 was Morgan Stanley, an estimated $80.6M added.
- The largest Prudential seller in Q4 2023 was Credential Qtrade Securities, an estimated $23.4M sold.
Based on aggregated 13F filings for Q4 2023.