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Prudential

206 hedge funds and large institutions have $1.16B invested in Prudential in 2018 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 51

0.02% more ownership

Funds ownership: 0.99%1% (+0.02%)

6% less funds holding

Funds holding: 219206 (-13)

10% less capital invested

Capital invested by funds: $1.29B → $1.16B (-$130M)

25% less call options, than puts

Call options by funds: $210K | Put options by funds: $279K

31% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
206
Holders Change
-13
Holders Change %
-5.94%
% of All Funds
4.72%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
78
Reduced
51
Closed
32
Calls
$210K
Puts
$279K
Net Calls
-$69K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$216M +$4.23M +86,692 +2%
Bank of America
2
Bank of America
North Carolina
$171M +$2.28M +46,667 +1%
Northern Trust
3
Northern Trust
Illinois
$82.1M +$6.71M +137,520 +8%
PPA
4
Parametric Portfolio Associates
Washington
$55.8M +$3.46M +70,912 +6%
Wells Fargo
5
Wells Fargo
California
$47.8M -$725K -14,852 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$41.5M -$765K -15,668 -2%
CCM
7
Causeway Capital Management
California
$32.6M +$10.3M +211,176 +40%
JP Morgan Chase
8
JP Morgan Chase
New York
$32.5M +$3.38M +69,294 +10%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$29.9M +$1.2M +24,601 +4%
RJA
10
Raymond James & Associates
Florida
$25.8M +$932K +19,081 +3%
Jane Street
11
Jane Street
New York
$25.3M -$2.18M -44,750 -7%
Goldman Sachs
12
Goldman Sachs
New York
$23.5M +$248K +5,087 +1%
AG
13
Aperio Group
California
$22.1M -$498K -10,198 -2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.4M +$1.61M +33,068 +7%
BHC
15
Bowen Hanes & Co
Florida
$21.3M
SI
16
Scout Investments
Missouri
$20.8M -$927K -18,981 -4%
CGT
17
Capital Guardian Trust
California
$19.8M +$1.64M +33,683 +8%
Invesco
18
Invesco
Georgia
$19.1M -$1.67M -34,190 -7%
CTA
19
Carillon Tower Advisers
Florida
$14.7M -$3.1M -63,448 -16%
SEI Investments
20
SEI Investments
Pennsylvania
$14.2M +$4.71M +96,550 +43%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$13.8M +$307K +6,279 +2%
Deutsche Bank
22
Deutsche Bank
Germany
$9.71M -$1.15M -23,490 -10%
Citigroup
23
Citigroup
New York
$9.63M +$358K +7,327 +3%
Morgan Stanley
24
Morgan Stanley
New York
$9.48M +$3.46M +70,914 +50%
Ameriprise
25
Ameriprise
Minnesota
$9M +$114K +2,331 +1%

PUK Hedge Fund Activity: Q2 2018 in Review

206 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2018, worth a combined $1.16B — down 10% from $1.29B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 22 opened new positions — a net loss of 10 holders — while 51 trimmed existing stakes and 78 added.

The largest buyer was Causeway Capital Management, adding an estimated $10.3M. The largest seller was Arrowstreet Capital, cutting an estimated $14.6M.

  • 206 institutional investors held Prudential (PUK) as of Q2 2018, down from 219 in Q1 2018.
  • Funds reported $1.16B of Prudential stock for Q2 2018, down 10% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q2 2018 and 32 closed out, a net change of -10 holders.
  • The largest Prudential buyer in Q2 2018 was Causeway Capital Management, an estimated $10.3M added.
  • The largest Prudential seller in Q2 2018 was Arrowstreet Capital, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2018.