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Prudential

211 hedge funds and large institutions have $1.14B invested in Prudential in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 56 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

29% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 56

2% more funds holding

Funds holding: 206211 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

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

2% less capital invested

Capital invested by funds: $1.16B → $1.14B (-$17.9M)

Holders
211
Holders Change
+5
Holders Change %
+2.43%
% of All Funds
4.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
72
Reduced
56
Closed
20
Calls
$1.9M
Puts
Net Calls
+$1.9M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$219M +$2.35M +53,222 +1%
Bank of America
2
Bank of America
North Carolina
$171M -$1.05M -23,656 -0.6%
Northern Trust
3
Northern Trust
Illinois
$87.5M +$5.05M +114,119 +6%
PPA
4
Parametric Portfolio Associates
Washington
$57.4M +$1.34M +30,316 +2%
Wells Fargo
5
Wells Fargo
California
$46M -$2.03M -45,820 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$41.2M -$487K -11,006 -1%
CCM
7
Causeway Capital Management
California
$38.3M +$5.57M +126,038 +17%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$33.3M +$3.25M +73,547 +11%
JP Morgan Chase
9
JP Morgan Chase
New York
$33M +$387K +8,744 +1%
RJA
10
Raymond James & Associates
Florida
$25.8M -$96.9K -2,191 -0.4%
Jane Street
11
Jane Street
New York
$25.7M +$278K +6,295 +1%
Goldman Sachs
12
Goldman Sachs
New York
$25.4M +$1.77M +40,099 +8%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.4M +$2.82M +63,793 +13%
AG
14
Aperio Group
California
$22.3M +$147K +3,323 +0.7%
SI
15
Scout Investments
Missouri
$21.9M +$1.02M +22,988 +5%
CGT
16
Capital Guardian Trust
California
$21.1M +$1.23M +27,862 +6%
Invesco
17
Invesco
Georgia
$19.3M +$166K +3,760 +0.9%
CTA
18
Carillon Tower Advisers
Florida
$15.5M +$776K +17,534 +5%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$14.6M +$723K +16,339 +5%
Deutsche Bank
20
Deutsche Bank
Germany
$11.8M +$2.07M +46,781 +21%
CQS
21
Credential Qtrade Securities
$9.92M +$9.87M +223,083 New
Ameriprise
22
Ameriprise
Minnesota
$9.3M +$254K +5,733 +3%
CBT
23
Capital Bank & Trust
California
$9.27M +$837K +18,933 +10%
RPA
24
Rock Point Advisors
Vermont
$8.86M +$230K +5,191 +3%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$8.76M -$107K -2,421 -1%

PUK Hedge Fund Activity: Q3 2018 in Review

211 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2018, worth a combined $1.14B — down 1.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PUK positions and 20 closed out — a net gain of 7 holders — while 72 added to existing stakes and 56 trimmed.

The largest buyer was Causeway Capital Management, adding an estimated $5.57M. The largest seller was Bowen Hanes & Co, exiting entirely with an estimated $21.3M sold.

  • 211 institutional investors held Prudential (PUK) as of Q3 2018, up from 206 in Q2 2018.
  • Funds reported $1.14B of Prudential stock for Q3 2018, down 1.5% quarter-over-quarter.
  • 27 funds opened new Prudential positions in Q3 2018 and 20 closed out, a net change of +7 holders.
  • The largest Prudential buyer in Q3 2018 was Causeway Capital Management, an estimated $5.57M added.
  • The largest Prudential seller in Q3 2018 was Bowen Hanes & Co, an estimated $21.3M sold.

Based on aggregated 13F filings for Q3 2018.