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Prudential

179 hedge funds and large institutions have $674M invested in Prudential in 2020 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 71 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $632M → $674M (+$41.6M)

0.14% less ownership

Funds ownership: 1.02%0.88% (-0.14%)

6% less funds holding

Funds holding: 190179 (-11)

30% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 37

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 71

71% less call options, than puts

Call options by funds: $540K | Put options by funds: $1.85M

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
3.67%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
26
Increased
45
Reduced
71
Closed
37
Calls
$540K
Puts
$1.85M
Net Calls
-$1.31M
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$100M -$8.66M -327,631 -9%
Lazard Asset Management
2
Lazard Asset Management
New York
$87.9M -$42.8M -1,619,110 -35%
Northern Trust
3
Northern Trust
Illinois
$45.6M -$1.79M -67,764 -4%
PPA
4
Parametric Portfolio Associates
Washington
$43M +$9.95M +376,420 +35%
JP Morgan Chase
5
JP Morgan Chase
New York
$33.1M +$6.35M +240,313 +27%
Goldman Sachs
6
Goldman Sachs
New York
$26.1M +$8.49M +320,949 +57%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$24.5M -$1.88M -71,175 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$24.3M +$1.77M +67,032 +9%
SI
9
Scout Investments
Missouri
$19.2M +$169K +6,400 +1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.6M +$1.68M +63,683 +11%
Wells Fargo
11
Wells Fargo
California
$16M -$5.14M -194,264 -26%
AG
12
Aperio Group
California
$14.5M +$2.35M +88,974 +22%
CCM
13
Causeway Capital Management
California
$14.3M -$121K -4,575 -0.9%
OMC
14
Old Mission Capital
Illinois
$14.3M +$672K +25,405 +6%
RJA
15
Raymond James & Associates
Florida
$12.8M -$3.29M -124,411 -22%
Jane Street
16
Jane Street
New York
$12.6M +$5.15M +194,854 +83%
RPA
17
Rock Point Advisors
Vermont
$11.8M -$1.63M -61,715 -13%
CTA
18
Carillon Tower Advisers
Florida
$11.7M -$466K -17,611 -4%
CQS
19
Credential Qtrade Securities
$11.4M +$261K +9,875 +3%
Invesco
20
Invesco
Georgia
$10.8M -$2.44M -92,233 -20%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$9.97M -$1.84M -69,576 -17%
Morgan Stanley
22
Morgan Stanley
New York
$9.84M -$1.08M -40,985 -11%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$9.16M -$2.94M -111,081 -26%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$6.17M +$251K +9,496 +5%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$5.75M -$328K -12,403 -6%

PUK Hedge Fund Activity: Q2 2020 in Review

179 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2020, worth a combined $674M — up 6.6% from $632M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of PUK and 26 opened new positions — a net loss of 11 holders — while 71 trimmed existing stakes and 45 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $9.95M. The largest seller was Lazard Asset Management, cutting an estimated $42.8M.

  • 179 institutional investors held Prudential (PUK) as of Q2 2020, down from 190 in Q1 2020.
  • Funds reported $674M of Prudential stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 26 funds opened new Prudential positions in Q2 2020 and 37 closed out, a net change of -11 holders.
  • The largest Prudential buyer in Q2 2020 was Parametric Portfolio Associates, an estimated $9.95M added.
  • The largest Prudential seller in Q2 2020 was Lazard Asset Management, an estimated $42.8M sold.

Based on aggregated 13F filings for Q2 2020.