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Prudential

206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

0.02% more ownership

Funds ownership: 0.99%1% (+0.02%)

6% less funds holding

Funds holding: 219206 (-13)

10% less capital invested

Capital invested by funds: $1.29B → $1.16B (-$130M)

25% less call options, than puts

Call options by funds: $210K | Put options by funds: $279K

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-13
Holders Change %
-5.94%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
78
Reduced
51
Closed
32
Calls
$210K
Puts
$279K
Net Calls
-$69K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
176
Baldwin Wealth Partners
Massachusetts
$11K
MC
177
Martin Currie
United Kingdom
$11K
SFG
178
SevenBridge Financial Group
Pennsylvania
$10K +$9.03K +185 +99%
LWA
179
Lenox Wealth Advisors
New York
$9K +$9.96K +204 New
TJHA
180
Thomas J. Herzfeld Advisors
Florida
$8K -$293 -6 -3%
CB
181
Community Bank
New York
$8K
Federated Hermes
182
Federated Hermes
Pennsylvania
$8K
SIAS
183
Shine Investment Advisory Services
Colorado
$8K
GRP
184
Global Retirement Partners
California
$8K +$537 +11 +7%
SFSIG
185
San Francisco Sentry Investment Group
California
$7K
GAM
186
Gemmer Asset Management
California
$6K +$781 +16 +14%
CIBC Private Wealth Group
187
CIBC Private Wealth Group
Georgia
$6K +$3.17K +65 +90%
VFA
188
Valeo Financial Advisors
Indiana
$5K -$11.4K -234 -67%
FA
189
Fortis Advisors
Pennsylvania
$5K
ME
190
McIlrath & Eck
Washington
$5K
Nisa Investment Advisors
191
Nisa Investment Advisors
Missouri
$5K +$98 +2 +2%
GEA
192
Glen Eagle Advisors
New Jersey
$4.57K
BWM
193
Baystate Wealth Management
Massachusetts
$3K
DAM
194
Delta Asset Management
Tennessee
$3K
SIM
195
Sonora Investment Management
Arizona
$3K
1832 Asset Management
196
1832 Asset Management
Ontario, Canada
$3K +$3.27K +67 New
FHA
197
Flagship Harbor Advisors
Massachusetts
$3K +$4K +82 New
WIM
198
Westside Investment Management
California
$2.6K -$1.07K -22 -27%
AF
199
Allworth Financial
California
$2K
TAIM
200
TD Ameritrade Investment Management
Nebraska
$2K +$2.49K +51 New

PUK Hedge Fund Activity: Q2 2018 in Review

206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.

The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
  • The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.