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Prudential

162 hedge funds and large institutions have $814M invested in Prudential in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 70 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 14

59% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 44

11% more capital invested

Capital invested by funds: $734M → $814M (+$79.7M)

6% more funds holding

Funds holding: 153162 (+9)

0.05% more ownership

Funds ownership: 0.86%0.91% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

69% less call options, than puts

Call options by funds: $841K | Put options by funds: $2.71M

Holders
162
Holders Change
+9
Holders Change %
+5.88%
% of All Funds
4.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
70
Reduced
44
Closed
14
Calls
$841K
Puts
$2.71M
Net Calls
-$1.87M
Net Calls Change
-$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$157M +$20.5M +594,411 +15%
Bank of America
2
Bank of America
North Carolina
$123M +$8.54M +247,753 +8%
Wells Fargo
3
Wells Fargo
California
$61.2M +$254K +7,353 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$38.5M +$520K +15,093 +1%
Northern Trust
5
Northern Trust
Illinois
$37.6M +$1.53M +44,453 +4%
Jane Street
6
Jane Street
New York
$29M -$1.14M -33,148 -4%
PPA
7
Parametric Portfolio Associates
Washington
$26M +$1.66M +48,207 +7%
Invesco
8
Invesco
Georgia
$24.3M +$749K +21,718 +3%
JP Morgan Chase
9
JP Morgan Chase
New York
$23.6M -$6.08M -176,204 -21%
SI
10
Scout Investments
Missouri
$21.9M -$10.1M -294,282 -32%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$17.1M -$772K -22,387 -4%
RJA
12
Raymond James & Associates
Florida
$16.4M +$1.15M +33,370 +8%
CGT
13
Capital Guardian Trust
California
$16.2M -$4.46M -129,460 -22%
Goldman Sachs
14
Goldman Sachs
New York
$15M +$1.63M +47,367 +12%
CCM
15
Causeway Capital Management
California
$14.6M +$1.92M +55,616 +15%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$13M +$411K +11,921 +3%
AG
17
Aperio Group
California
$12.1M -$890K -25,805 -7%
Morgan Stanley
18
Morgan Stanley
New York
$11M +$7.13M +206,703 +185%
CAM
19
Capstone Asset Management
Texas
$10.4M +$103K +3,000 +1%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$9.79M +$2.03M +58,832 +26%
Renaissance Technologies
21
Renaissance Technologies
New York
$8.33M +$6.3M +182,590 +315%
RPA
22
Rock Point Advisors
Vermont
$8.1M +$1.11M +32,157 +16%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$7.23M -$399K -11,563 -7%
CGH
24
Crossmark Global Holdings
Texas
$6.5M +$4.82M +139,924 New
UBS AM
25
UBS AM
Illinois
$6.25M +$1.82M +52,769 +41%

PUK Hedge Fund Activity: Q3 2016 in Review

162 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2016, worth a combined $814M — up 11% from $734M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PUK positions and 14 closed out — a net gain of 10 holders — while 70 added to existing stakes and 44 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $20.5M. The largest seller was Scout Investments, cutting an estimated $10.1M.

  • 162 institutional investors held Prudential (PUK) as of Q3 2016, up from 153 in Q2 2016.
  • Funds reported $814M of Prudential stock for Q3 2016, up 11% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2016 and 14 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q3 2016 was Lazard Asset Management, an estimated $20.5M added.
  • The largest Prudential seller in Q3 2016 was Scout Investments, an estimated $10.1M sold.

Based on aggregated 13F filings for Q3 2016.