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Prudential

181 hedge funds and large institutions have $861M invested in Prudential in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0.04% more ownership

Funds ownership: 0.85%0.89% (+0.04%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 184181 (-3)

6% less capital invested

Capital invested by funds: $918M → $861M (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
65
Reduced
49
Closed
25
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$1K +$205 +5 +19%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$4 -$1.15K -28 -19%
BBHC
178
Brown Brothers Harriman & Co
New York
$3 +$3.19K +78 New
RJT
179
Raymond James Trust
Florida
-$564K -13,625 Closed
MCIA
180
Mountain Capital Investment Advisors
Colorado
-$518K -12,416 Closed
SG Americas Securities
181
SG Americas Securities
New York
-$296K -7,155 Closed
HF
182
HRT Financial
New York
-$291K -7,030 Closed
FIA
183
FNY Investment Advisers
New York
-$268K -6,489 Closed
Creative Planning
184
Creative Planning
Kansas
-$245K -5,914 Closed
RWM
185
Ritholtz Wealth Management
New York
-$235K -5,665 Closed
GT
186
Greenleaf Trust
Michigan
-$220K -5,302 Closed
Mercer Global Advisors
187
Mercer Global Advisors
Colorado
-$202K -4,887 Closed
Prudential Financial
188
Prudential Financial
New Jersey
-$202K -4,873 Closed
DS
189
DRW Securities
Illinois
-$201K -4,860 Closed
HPC
190
HM Payson & Co
Maine
-$8K -309 Closed
AIC
191
Ameritas Investment Company
Nebraska
-$11.8K -286 Closed
VFA
192
Valeo Financial Advisors
Indiana
-$11K -260 Closed
SFS
193
Sowell Financial Services
Arkansas
-$8K -198 Closed
WAP
194
Wealthcare Advisory Partners
Pennsylvania
-$7K -163 Closed
EP
195
Eudaimonia Partners
Tennessee
-$6K -144 Closed
WP
196
WealthShield Partners
North Carolina
-$5K -127 Closed
MWP
197
Meridian Wealth Partners
Pennsylvania
-$5K -121 Closed
IAIM
198
International Assets Investment Management
Florida
-$4K -99 Closed
Simplex Trading
199
Simplex Trading
Illinois
-$3.6K -88 -88%
JPLA
200
Joseph P. Lucia & Associates
New York
-$2K -38 Closed

PUK Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2021, worth a combined $861M — down 6.3% from $918M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PUK and 24 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 65 added.

The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Raymond James & Associates, cutting an estimated $9.79M.

  • 181 institutional investors held Prudential (PUK) as of Q2 2021, down from 184 in Q1 2021.
  • Funds reported $861M of Prudential stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2021 was Bank of Montreal, an estimated $23.1M added.
  • The largest Prudential seller in Q2 2021 was Raymond James & Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.