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Prudential

171 hedge funds and large institutions have $722M invested in Prudential in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 72 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 44

0.06% more ownership

Funds ownership: 0.83%0.89% (+0.06%)

8% less capital invested

Capital invested by funds: $782M → $722M (-$60M)

8% less funds holding

Funds holding: 186171 (-15)

32% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $85K

Holders
171
Holders Change
-15
Holders Change %
-8.06%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
72
Reduced
44
Closed
34
Calls
Puts
$85K
Net Calls
-$85K
Net Calls Change
-$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$85.1M +$18.3M +573,822 +25%
BlackRock
2
BlackRock
New York
$71.5M +$24M +751,756 +45%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$60.3M +$4.53M +142,020 +7%
PPA
4
Parametric Portfolio Associates
Washington
$54.7M +$11.1M +346,175 +23%
Lazard Asset Management
5
Lazard Asset Management
New York
$43.9M -$17.6M -551,262 -27%
Northern Trust
6
Northern Trust
Illinois
$35.3M +$4.07M +127,494 +12%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$34.1M +$8.42M +263,744 +30%
Goldman Sachs
8
Goldman Sachs
New York
$31.1M +$6.08M +190,305 +22%
CCM
9
Causeway Capital Management
California
$27.2M +$8.84M +276,933 +43%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$24.6M +$14.8K +464 +0.1%
CQS
11
Credential Qtrade Securities
$24.3M +$2.56M +80,337 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$23.9M +$3.28M +102,809 +15%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$19.6M -$9.53M -298,512 -31%
JP Morgan Chase
14
JP Morgan Chase
New York
$16M -$11.4M -357,977 -40%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$15.3M +$15.4M +482,453 +1,371%
Citadel Advisors
16
Citadel Advisors
Florida
$11.4M +$6.66M +208,590 +118%
Natixis Advisors
17
Natixis Advisors
Massachusetts
$10.9M +$1.75M +54,722 +17%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$9.28M +$1.28M +40,158 +15%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$8.9M +$1.41M +44,096 +17%
CIBC Asset Management
20
CIBC Asset Management
Ontario, Canada
$8.04M +$6.22M +194,762 +252%
RPA
21
Rock Point Advisors
Vermont
$7.6M +$446K +13,981 +6%
Wells Fargo
22
Wells Fargo
California
$7.43M -$2.09M -65,441 -21%
SEI Investments
23
SEI Investments
Pennsylvania
$6.13M +$1.96M +61,500 +42%
Renaissance Technologies
24
Renaissance Technologies
New York
$5.82M +$3.12M +97,800 +99%
CSS
25
Cubist Systematic Strategies
Connecticut
$5.4M +$3.93M +123,009 +206%

PUK Hedge Fund Activity: Q1 2022 in Review

171 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2022, worth a combined $722M — down 7.7% from $782M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PUK and 23 opened new positions — a net loss of 11 holders — while 44 trimmed existing stakes and 72 added.

The largest buyer was BlackRock, adding an estimated $24M. The largest seller was Lazard Asset Management, cutting an estimated $17.6M.

  • 171 institutional investors held Prudential (PUK) as of Q1 2022, down from 186 in Q4 2021.
  • Funds reported $722M of Prudential stock for Q1 2022, down 7.7% quarter-over-quarter.
  • 23 funds opened new Prudential positions in Q1 2022 and 34 closed out, a net change of -11 holders.
  • The largest Prudential buyer in Q1 2022 was BlackRock, an estimated $24M added.
  • The largest Prudential seller in Q1 2022 was Lazard Asset Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2022.