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Prudential

173 hedge funds and large institutions have $882M invested in Prudential in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 63 increasing their positions, 83 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $861M → $882M (+$21.1M)

0.03% less ownership

Funds ownership: 0.89%0.86% (-0.03%)

4% less funds holding

Funds holding: 181173 (-8)

17% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 29

24% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 83

100% less call options, than puts

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

Holders
173
Holders Change
-8
Holders Change %
-4.42%
% of All Funds
3.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
24
Increased
63
Reduced
83
Closed
29
Calls
Puts
$7K
Net Calls
-$7K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$142M +$11.5M +296,668 +9%
BlackRock
2
BlackRock
New York
$115M +$10.8M +278,012 +10%
Lazard Asset Management
3
Lazard Asset Management
New York
$112M -$9.59M -247,840 -8%
PPA
4
Parametric Portfolio Associates
Washington
$68.1M +$3.72M +96,068 +6%
Goldman Sachs
5
Goldman Sachs
New York
$43.9M +$6.06M +156,550 +16%
Northern Trust
6
Northern Trust
Illinois
$39.3M -$16M -412,332 -29%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$36.1M -$302K -7,800 -0.8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$35.7M +$2.07M +53,521 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$32.7M -$941K -24,339 -3%
CQS
10
Credential Qtrade Securities
$26.5M +$5.47M +141,519 +26%
CCM
11
Causeway Capital Management
California
$18.6M +$1.88M +48,476 +11%
JP Morgan Chase
12
JP Morgan Chase
New York
$17M -$1.02M -26,275 -6%
Wells Fargo
13
Wells Fargo
California
$16.9M -$1.33M -34,424 -7%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$16.1M -$1.99M -51,388 -11%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$14.6M +$65K +1,681 +0.5%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$12.3M +$1.77M +45,654 +16%
Jane Street
17
Jane Street
New York
$10.9M +$6.58M +169,997 +157%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$10.4M +$511K +13,201 +5%
RJA
19
Raymond James & Associates
Florida
$8.81M -$353K -9,123 -4%
RPA
20
Rock Point Advisors
Vermont
$8.23M +$339K +8,774 +4%
SEI Investments
21
SEI Investments
Pennsylvania
$5.73M +$598K +15,465 +12%
MAM
22
Madison Asset Management
Wisconsin
$5.26M -$72.6K -1,877 -1%
Morgan Stanley
23
Morgan Stanley
New York
$4.95M -$2.24M -58,002 -31%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.86M -$118K -3,056 -3%
Citadel Advisors
25
Citadel Advisors
Florida
$3.71M -$637K -16,465 -15%

PUK Hedge Fund Activity: Q3 2021 in Review

173 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2021, worth a combined $882M — up 2.4% from $861M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of PUK and 24 opened new positions — a net loss of 5 holders — while 83 trimmed existing stakes and 63 added.

The largest buyer was Bank of America, adding an estimated $11.5M. The largest seller was Bank of Montreal, cutting an estimated $20.7M.

  • 173 institutional investors held Prudential (PUK) as of Q3 2021, down from 181 in Q2 2021.
  • Funds reported $882M of Prudential stock for Q3 2021, up 2.4% quarter-over-quarter.
  • 24 funds opened new Prudential positions in Q3 2021 and 29 closed out, a net change of -5 holders.
  • The largest Prudential buyer in Q3 2021 was Bank of America, an estimated $11.5M added.
  • The largest Prudential seller in Q3 2021 was Bank of Montreal, an estimated $20.7M sold.

Based on aggregated 13F filings for Q3 2021.