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Prudential

173 hedge funds and large institutions have $882M invested in Prudential in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $861M → $882M (+$21.1M)

0.03% less ownership

Funds ownership: 0.89%0.86% (-0.03%)

4% less funds holding

Funds holding: 181173 (-8)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

100% less call options, than puts

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

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
83
Closed
29
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
176
Marshall Wace
United Kingdom
-$838K -22,671 Closed
CP
177
Covenant Partners
Tennessee
-$452K -12,221 Closed
Qube Research & Technologies (QRT)
178
Qube Research & Technologies (QRT)
United Kingdom
-$304K -8,235 Closed
XT
179
XTX Topco
Cayman Islands
-$304K -8,223 Closed
LSAG
180
Lake Street Advisors Group
New Hampshire
-$321K -8,003 Closed
VF
181
Virtu Financial
New York
-$292K -7,910 Closed
Barclays
182
Barclays
United Kingdom
-$283K -7,650 Closed
SCA
183
Stonebridge Capital Advisors
Minnesota
-$54K -1,378 Closed
TRCT
184
Tower Research Capital (TRC)
New York
-$49K -1,349 Closed
QT
185
Quantbot Technologies
New York
-$41K -1,134 Closed
RDWM
186
Red Door Wealth Management
Tennessee
-$25K -678 Closed
EFSCE
187
Enterprise Financial Services Corp (EFSC)
Missouri
-$12K -325 Closed
SL
188
Savior LLC
Massachusetts
-$9K -251 Closed
LWCFA
189
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$9K -242 Closed
KFP
190
KB Financial Partners
New Jersey
-$5K -146 Closed
PWS
191
Paragon Wealth Strategies
Florida
-$4K -117 Closed
DAC
192
Dividend Assets Capital
South Carolina
-$4K -103 Closed
AWM
193
Avior Wealth Management
Nebraska
-$2K -66 Closed
ASN
194
Advisory Services Network
Georgia
-$2K -60 Closed
CA
195
Clearstead Advisors
Ohio
-$2K -46 Closed
BC
196
Bartlett & Co
Ohio
-$1K -34 Closed
BCWM
197
Bartlett & Co Wealth Management
Ohio
-$1.26K -34 Closed
MAM
198
Meeder Asset Management
Ohio
-$1K -14 Closed
AssetMark Inc
199
AssetMark Inc
California
+$116 +3 New
LWM
200
Liberty Wealth Management
California
+$155 +4 +100%

PUK Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2021, worth a combined $882M — up 2.4% from $861M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUK and 24 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 173 institutional investors held Prudential (PUK) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $882M of Prudential stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2021 and 29 closed out, a net change of -5 holders.
  • The largest Prudential buyer in Q3 2021 was Bank of America, an estimated $11.5M added.
  • The largest Prudential seller in Q3 2021 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.