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Prudential

181 hedge funds and large institutions have $861M invested in Prudential in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 65 increasing their positions, 49 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 49

0.04% more ownership

Funds ownership: 0.85%0.89% (+0.04%)

4% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 25

2% less funds holding

Funds holding: 184181 (-3)

6% less capital invested

Capital invested by funds: $918M → $861M (-$57.8M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
3.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
65
Reduced
49
Closed
25
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
+$214K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$123M +$16.8M +409,484 +14%
Lazard Asset Management
2
Lazard Asset Management
New York
$115M -$1.08M -26,400 -0.8%
BlackRock
3
BlackRock
New York
$98.5M +$17.9M +436,282 +20%
PPA
4
Parametric Portfolio Associates
Washington
$60.7M +$2.8M +68,297 +4%
Northern Trust
5
Northern Trust
Illinois
$52.3M -$7.5M -183,143 -11%
Goldman Sachs
6
Goldman Sachs
New York
$35.7M +$742K +18,126 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$34.3M -$525K -12,811 -1%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$31.8M +$345K +8,433 +1%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$31.7M +$1.58M +38,544 +5%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$23.9M +$23.1M +565,187 +2,913%
CQS
11
Credential Qtrade Securities
$19.8M +$5.24M +127,908 +31%
Wells Fargo
12
Wells Fargo
California
$17.2M -$734K -17,926 -4%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$17.1M -$5.2K -127 -0%
JP Morgan Chase
14
JP Morgan Chase
New York
$17M -$9.14M -223,103 -33%
CCM
15
Causeway Capital Management
California
$15.7M +$325K +7,946 +2%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$13.7M +$222K +5,421 +1%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$10.7M +$458K +11,186 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$9.28M +$588K +14,371 +6%
Ameriprise
19
Ameriprise
Minnesota
$8.81M +$516K +12,599 +6%
RJA
20
Raymond James & Associates
Florida
$8.64M -$9.79M -239,124 -51%
RPA
21
Rock Point Advisors
Vermont
$7.44M +$68.6K +1,676 +0.8%
Morgan Stanley
22
Morgan Stanley
New York
$6.81M -$1.44M -35,132 -16%
SC
23
Scotia Capital
Ontario, Canada
$5.92M -$79.6K -1,944 -1%
MAM
24
Madison Asset Management
Wisconsin
$5.03M -$443K -10,813 -7%
SEI Investments
25
SEI Investments
Pennsylvania
$4.83M +$1.5M +36,557 +39%

PUK Hedge Fund Activity: Q2 2021 in Review

181 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2021, worth a combined $861M — down 6.3% from $918M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PUK and 24 opened new positions — a net loss of 1 holder — while 49 trimmed existing stakes and 65 added.

The largest buyer was Bank of Montreal, adding an estimated $23.1M. The largest seller was Raymond James & Associates, cutting an estimated $9.79M.

  • 181 institutional investors held Prudential (PUK) as of Q2 2021, down from 184 in Q1 2021.
  • Funds reported $861M of Prudential stock for Q2 2021, down 6.3% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q2 2021 and 25 closed out, a net change of -1 holder.
  • The largest Prudential buyer in Q2 2021 was Bank of Montreal, an estimated $23.1M added.
  • The largest Prudential seller in Q2 2021 was Raymond James & Associates, an estimated $9.79M sold.

Based on aggregated 13F filings for Q2 2021.