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Prudential

186 hedge funds and large institutions have $782M invested in Prudential in 2021 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

8% more funds holding

Funds holding: 173186 (+13)

0.03% less ownership

Funds ownership: 0.86%0.83% (-0.03%)

11% less capital invested

Capital invested by funds: $882M → $782M (-$99.4M)

18% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
+13
Holders Change %
+7.51%
% of All Funds
2.86%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
42
Increased
49
Reduced
60
Closed
26
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$19K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$79.3M -$50M -1,318,172 -36%
Lazard Asset Management
2
Lazard Asset Management
New York
$70.1M -$30.9M -815,517 -29%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$65.3M +$37M +974,855 +106%
BlackRock
4
BlackRock
New York
$57.4M -$48.5M -1,277,849 -43%
PPA
5
Parametric Portfolio Associates
Washington
$51.8M -$8.93M -235,308 -14%
Northern Trust
6
Northern Trust
Illinois
$36.7M +$2.37M +62,513 +6%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$32.6M +$34.2M +900,556 +1,861%
JP Morgan Chase
8
JP Morgan Chase
New York
$30.9M +$17.6M +464,246 +107%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$30.6M -$830K -21,882 -2%
Goldman Sachs
10
Goldman Sachs
New York
$29.7M -$9.82M -258,932 -23%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$28.6M -$169K -4,466 -0.5%
CQS
12
Credential Qtrade Securities
$25.6M +$2.5M +65,967 +10%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$24.3M +$11.1M +293,254 +71%
CCM
14
Causeway Capital Management
California
$22.2M +$6.41M +169,055 +36%
SG
15
StoneX Group
New York
$13.5M +$14.8M +391,307 New
Optiver Holding
16
Optiver Holding
Netherlands
$12.7M +$13.9M +367,476 New
Jane Street
17
Jane Street
New York
$11.9M +$2.56M +67,507 +24%
Wells Fargo
18
Wells Fargo
California
$10.9M -$4.32M -113,790 -26%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$10.8M -$2.19M -57,846 -16%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$9.05M -$2.49M -65,588 -19%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.84M -$282K -7,432 -3%
Verition Fund Management
22
Verition Fund Management
Connecticut
$8.69M +$8.1M +213,450 +550%
RPA
23
Rock Point Advisors
Vermont
$8.36M +$1.24M +32,745 +16%
RJA
24
Raymond James & Associates
Florida
$6.41M -$1.46M -38,601 -17%
Citadel Advisors
25
Citadel Advisors
Florida
$6.11M +$3.14M +82,870 +88%

PUK Hedge Fund Activity: Q4 2021 in Review

186 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2021, worth a combined $782M — down 11% from $882M a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PUK positions and 26 closed out — a net gain of 16 holders — while 49 added to existing stakes and 60 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $37M. The largest seller was Bank of America, cutting an estimated $50M.

  • 186 institutional investors held Prudential (PUK) as of Q4 2021, up from 173 in Q3 2021.
  • Funds reported $782M of Prudential stock for Q4 2021, down 11% quarter-over-quarter.
  • 42 funds opened new Prudential positions in Q4 2021 and 26 closed out, a net change of +16 holders.
  • The largest Prudential buyer in Q4 2021 was Royal Bank of Canada, an estimated $37M added.
  • The largest Prudential seller in Q4 2021 was Bank of America, an estimated $50M sold.

Based on aggregated 13F filings for Q4 2021.