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Prudential

197 hedge funds and large institutions have $916M invested in Prudential in 2019 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 65 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $58K | Put options by funds: $40K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 1.03%1% (-0.03%)

2% less funds holding

Funds holding: 202197 (-5)

11% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 73

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

19% less capital invested

Capital invested by funds: $1.14B → $916M (-$222M)

Holders
197
Holders Change
-5
Holders Change %
-2.48%
% of All Funds
4.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
28
Increased
65
Reduced
73
Closed
32
Calls
$58K
Puts
$40K
Net Calls
+$18K
Net Calls Change
-$578K
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
201
United Capital Financial Advisors
Texas
-$763K -17,947 Closed
FA
202
FDx Advisors
Illinois
-$495K -11,638 Closed
BP
203
Ballentine Partners
Massachusetts
-$356K -8,363 Closed
Capital Fund Management (CFM)
204
Capital Fund Management (CFM)
France
-$329K -7,733 Closed
SFI
205
Susquehanna Fundamental Investments
Pennsylvania
-$285K -6,699 Closed
GT
206
Greenleaf Trust
Michigan
-$278K -6,533 Closed
HSBC Holdings
207
HSBC Holdings
United Kingdom
-$257K -6,046 Closed
DWT
208
Dorsey & Whitney Trust
South Dakota
-$244K -5,744 Closed
TD Asset Management
209
TD Asset Management
Ontario, Canada
-$270K -5,743 Closed
BCM
210
BTC Capital Management
Iowa
-$215K -5,103 Closed
EWM
211
Executive Wealth Management
Michigan
-$90K -2,108 Closed
CAW
212
Cornerstone Advisors (Washington)
Washington
-$67K -1,574 Closed
NCM
213
Next Capital Management
New York
-$44K -1,024 Closed
CB
214
CNB Bank
Pennsylvania
-$42K -977 Closed
BL
215
Balentine LLC
Georgia
-$32K -764 Closed
DWM
216
Destination Wealth Management
California
-$32K -763 Closed
M
217
MOTCO
Texas
-$26K -604 Closed
AAM
218
Advisors Asset Management
Colorado
-$22K -510 Closed
TPWA
219
TRUE Private Wealth Advisors
Oregon
-$14K -334 Closed
PCP
220
Proficio Capital Partners
Massachusetts
-$10K -240 Closed
RIA
221
Realta Investment Advisors
Delaware
-$8K -185 Closed
EI
222
Ellevest Inc
New York
-$7K -157 Closed
Federated Hermes
223
Federated Hermes
Pennsylvania
-$7K -155 Closed
SQA
224
Simon Quick Advisors
New Jersey
-$6.31K -148 Closed
LWM
225
Lenox Wealth Management
Ohio
-$4K -107 Closed

PUK Hedge Fund Activity: Q3 2019 in Review

197 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2019, worth a combined $916M — down 19% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 28 opened new positions — a net loss of 4 holders — while 73 trimmed existing stakes and 65 added.

The largest buyer was Arrowstreet Capital, adding an estimated $11.6M. The largest seller was Bank of America, cutting an estimated $9.45M.

  • 197 institutional investors held Prudential (PUK) as of Q3 2019, down from 202 in Q2 2019.
  • Funds reported $916M of Prudential stock for Q3 2019, down 19% quarter-over-quarter.
  • 28 funds opened new Prudential positions in Q3 2019 and 32 closed out, a net change of -4 holders.
  • The largest Prudential buyer in Q3 2019 was Arrowstreet Capital, an estimated $11.6M added.
  • The largest Prudential seller in Q3 2019 was Bank of America, an estimated $9.45M sold.

Based on aggregated 13F filings for Q3 2019.