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Prudential
PUK

184 hedge funds and large institutions have $918M invested in Prudential in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $757M → $918M (+$161M)

5% more funds holding

Funds holding: 176 → 184 (+8)

0.04% more ownership

Funds ownership: 0.81% → 0.85% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
36
Closed
25
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$218K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$84.9M
2
Goldman Sachs
Goldman Sachs
New York
+$6.56M
3
SC
Scotia Capital
Ontario, Canada
+$6.18M
4
PPA
Parametric Portfolio Associates
Washington
+$5.89M
5
Bank of America
Bank of America
North Carolina
+$3.55M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$23.6M
2
SI
Scout Investments
Missouri
-$17.9M
3
Jane Street
Jane Street
New York
-$9.57M
4
Invesco
Invesco
Georgia
-$7.41M
5
RPA
Rock Point Advisors
Vermont
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
176
Bartlett & Co
Ohio
$1K – – –
MAM
177
Meeder Asset Management
Ohio
$1K – – –
CWP
178
Concord Wealth Partners
Virginia
$1K +$1.26K +33 New
RFA
179
Reilly Financial Advisors
California
$1K +$1.29K +34 New
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$6 – – –
SWM
181
Sugarloaf Wealth Management
Georgia
$3 – – –
SI
182
Scout Investments
Missouri
– -$17.9M -499,022 Closed
MWNA
183
Marshall Wace North America
New York
– -$471K -13,171 Closed
HC
184
Henshaw Capital
Massachusetts
– -$327K -9,123 Closed
1WA
185
180 Wealth Advisors
Washington
– -$312K -8,222 Closed
AC
186
Addenda Capital
Quebec, Canada
– -$240K -6,717 Closed
SSCA
187
South Shore Capital Advisors
Massachusetts
– -$209K -5,841 Closed
CSS
188
Cubist Systematic Strategies
Connecticut
– -$202K -5,633 Closed
HNB
189
Huntington National Bank
Ohio
– -$95K -2,649 Closed
CAAS
190
Capital Asset Advisory Services
Michigan
– -$47K -1,322 Closed
GLLW
191
Graves Light Lenhart Wealth
Virginia
– -$46K -1,279 Closed
ACA
192
Atlas Capital Advisors
Wyoming
– -$41.5K -1,159 Closed
Axa
193
Axa
France
– -$36K -1,008 Closed
PWM
194
Perigon Wealth Management
California
– -$31K -864 Closed
SIS
195
Sound Income Strategies
Florida
– -$13K -365 Closed
BBHC
196
Brown Brothers Harriman & Co
New York
– -$13K -354 Closed
ICP
197
Interchange Capital Partners
Pennsylvania
– -$11K -307 Closed
TPWA
198
TRUE Private Wealth Advisors
Oregon
– -$6K -184 Closed
VCG
199
Vantage Consulting Group
Virginia
– -$5K -148 Closed
CFB
200
Cullen/Frost Bankers
Texas
– -$5K -131 Closed
5 6 7
8
9

PUK Hedge Fund Activity: Q1 2021 in Review

184 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2021, worth a combined $918M — up 21% from $757M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PUK positions and 25 closed out — a net gain of 10 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $84.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.6M.

  • 184 institutional investors held Prudential (PUK) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $918M of Prudential stock for Q1 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Prudential positions in Q1 2021 and 25 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q1 2021 was BlackRock, an estimated $84.9M added.
  • The largest Prudential seller in Q1 2021 was JP Morgan Chase, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2021.