We are live on ! Find out more
PUK icon

Prudential

174 hedge funds and large institutions have $912M invested in Prudential in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 42 increasing their positions, 70 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 17

86% more call options, than puts

Call options by funds: $2.35M | Put options by funds: $1.26M

12% more capital invested

Capital invested by funds: $814M → $912M (+$97.8M)

7% more funds holding

Funds holding: 163174 (+11)

0.01% more ownership

Funds ownership: 0.91%0.91% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

40% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 70

Holders
174
Holders Change
+11
Holders Change %
+6.75%
% of All Funds
4.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
42
Reduced
70
Closed
17
Calls
$2.35M
Puts
$1.26M
Net Calls
+$1.09M
Net Calls Change
+$2.96M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$170M -$5.19M -144,496 -3%
Bank of America
2
Bank of America
North Carolina
$132M -$4.87M -135,768 -4%
Wells Fargo
3
Wells Fargo
California
$65.4M -$2.64M -73,634 -4%
Northern Trust
4
Northern Trust
Illinois
$64.7M +$21.2M +590,482 +54%
Jane Street
5
Jane Street
New York
$50.2M +$16.6M +463,114 +55%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$42.6M -$286K -7,973 -0.7%
PPA
7
Parametric Portfolio Associates
Washington
$32.7M +$3.51M +97,750 +13%
Invesco
8
Invesco
Georgia
$24.4M -$2.46M -68,573 -10%
JP Morgan Chase
9
JP Morgan Chase
New York
$22.9M -$3.16M -88,091 -13%
CCM
10
Causeway Capital Management
California
$21M +$5.01M +139,415 +33%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.9M +$789K +21,985 +4%
RJA
12
Raymond James & Associates
Florida
$17.5M -$701K -19,522 -4%
CGT
13
Capital Guardian Trust
California
$17M -$928K -25,851 -6%
BHC
14
Bowen Hanes & Co
Florida
$16.7M +$15.5M +433,020 New
SI
15
Scout Investments
Missouri
$16.6M -$7.23M -201,284 -32%
Goldman Sachs
16
Goldman Sachs
New York
$14.6M -$1.99M -55,457 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$13.7M -$670K -18,674 -5%
AG
18
Aperio Group
California
$12.2M -$1.23M -34,297 -10%
CAM
19
Capstone Asset Management
Texas
$12M +$380K +10,577 +4%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$11.1M +$144K +4,005 +1%
RPA
21
Rock Point Advisors
Vermont
$8.73M -$271K -7,557 -3%
SI
22
Sensato Investors
California
$8.27M +$7.69M +214,212 New
TD Asset Management
23
TD Asset Management
Ontario, Canada
$7.11M -$88.3K -2,459 -2%
UBS AM
24
UBS AM
Illinois
$6.79M -$161K -4,493 -2%
Ameriprise
25
Ameriprise
Minnesota
$6.38M -$222K -6,170 -4%

PUK Hedge Fund Activity: Q4 2016 in Review

174 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2016, worth a combined $912M — up 12% from $814M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PUK positions and 17 closed out — a net gain of 15 holders — while 42 added to existing stakes and 70 trimmed.

The largest buyer was Northern Trust, adding an estimated $21.2M. The largest seller was Morgan Stanley, cutting an estimated $9.5M.

  • 174 institutional investors held Prudential (PUK) as of Q4 2016, up from 163 in Q3 2016.
  • Funds reported $912M of Prudential stock for Q4 2016, up 12% quarter-over-quarter.
  • 32 funds opened new Prudential positions in Q4 2016 and 17 closed out, a net change of +15 holders.
  • The largest Prudential buyer in Q4 2016 was Northern Trust, an estimated $21.2M added.
  • The largest Prudential seller in Q4 2016 was Morgan Stanley, an estimated $9.5M sold.

Based on aggregated 13F filings for Q4 2016.