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Prudential
PUK

184 hedge funds and large institutions have $918M invested in Prudential in 2021 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

21% more capital invested

Capital invested by funds: $757M → $918M (+$161M)

5% more funds holding

Funds holding: 176 → 184 (+8)

0.04% more ownership

Funds ownership: 0.81% → 0.85% (+0.04%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $221K

Holders
184
Holders Change
+8
Holders Change %
+4.55%
% of All Funds
3.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
35
Increased
68
Reduced
36
Closed
25
Calls
–
Puts
$221K
Net Calls
-$221K
Net Calls Change
-$218K

Top Buyers

1
BlackRock
BlackRock
New York
+$84.9M
2
Goldman Sachs
Goldman Sachs
New York
+$6.56M
3
SC
Scotia Capital
Ontario, Canada
+$6.18M
4
PPA
Parametric Portfolio Associates
Washington
+$5.89M
5
Bank of America
Bank of America
North Carolina
+$3.55M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$23.6M
2
SI
Scout Investments
Missouri
-$17.9M
3
Jane Street
Jane Street
New York
-$9.57M
4
Invesco
Invesco
Georgia
-$7.41M
5
RPA
Rock Point Advisors
Vermont
-$3.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$129M +$767K +20,146 +0.6%
Bank of America
2
Bank of America
North Carolina
$121M +$3.55M +93,342 +3%
BlackRock
3
BlackRock
New York
$92.3M +$84.9M +2,229,343 +709,982%
Northern Trust
4
Northern Trust
Illinois
$66.2M +$3.42M +89,794 +6%
PPA
5
Parametric Portfolio Associates
Washington
$65.2M +$5.89M +154,755 +11%
Goldman Sachs
6
Goldman Sachs
New York
$39.2M +$6.56M +172,279 +22%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$39M -$407K -10,688 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$35.2M -$1.55M -40,676 -5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$33.9M +$2.95M +77,419 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$28.3M -$23.6M -620,394 -48%
Wells Fargo
11
Wells Fargo
California
$20M +$913K +23,986 +5%
RJA
12
Raymond James & Associates
Florida
$19.6M +$2.44M +64,107 +16%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$19.2M +$1.04M +27,424 +6%
CCM
14
Causeway Capital Management
California
$17.3M +$1.09M +28,516 +7%
CQS
15
Credential Qtrade Securities
$16.9M +$154K +4,041 +1%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$15.1M +$356K +9,343 +3%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$11.6M +$2.44M +64,079 +29%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.8M +$1.57M +41,293 +21%
Ameriprise
19
Ameriprise
Minnesota
$9.36M +$476K +12,502 +6%
Morgan Stanley
20
Morgan Stanley
New York
$9.09M -$310K -8,134 -4%
RPA
21
Rock Point Advisors
Vermont
$8.27M -$3.7M -97,193 -33%
SC
22
Scotia Capital
Ontario, Canada
$6.72M +$6.18M +162,276 New
MAM
23
Madison Asset Management
Wisconsin
$6.09M +$839K +22,038 +18%
Optiver Holding
24
Optiver Holding
Netherlands
$4.76M +$4.38M +114,996 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.13M +$857K +22,507 +29%
1
2 3 4 5

PUK Hedge Fund Activity: Q1 2021 in Review

184 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2021, worth a combined $918M — up 21% from $757M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PUK positions and 25 closed out — a net gain of 10 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was BlackRock, adding an estimated $84.9M. The largest seller was JP Morgan Chase, cutting an estimated $23.6M.

  • 184 institutional investors held Prudential (PUK) as of Q1 2021, up from 176 in Q4 2020.
  • Funds reported $918M of Prudential stock for Q1 2021, up 21% quarter-over-quarter.
  • 35 funds opened new Prudential positions in Q1 2021 and 25 closed out, a net change of +10 holders.
  • The largest Prudential buyer in Q1 2021 was BlackRock, an estimated $84.9M added.
  • The largest Prudential seller in Q1 2021 was JP Morgan Chase, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2021.