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Prudential

167 hedge funds and large institutions have $637M invested in Prudential in 2022 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 58 increasing their positions, 55 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 55

0.06% more ownership

Funds ownership: 0.89%0.95% (+0.06%)

9% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 34

2% less funds holding

Funds holding: 171167 (-4)

12% less capital invested

Capital invested by funds: $722M → $637M (-$85.1M)

88% less call options, than puts

Call options by funds: $2K | Put options by funds: $17K

Holders
167
Holders Change
-4
Holders Change %
-2.34%
% of All Funds
2.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
58
Reduced
55
Closed
34
Calls
$2K
Puts
$17K
Net Calls
-$15K
Net Calls Change
+$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$78.5M +$6.38M +248,439 +9%
Morgan Stanley
2
Morgan Stanley
New York
$57.9M +$56.2M +2,186,369 +1,803%
BlackRock
3
BlackRock
New York
$52.3M -$8.58M -334,182 -14%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$51.7M +$519K +20,220 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$36M +$7.25M +282,095 +24%
Lazard Asset Management
6
Lazard Asset Management
New York
$35.3M -$2.04M -79,414 -5%
Goldman Sachs
7
Goldman Sachs
New York
$32.7M +$6.37M +248,093 +24%
Northern Trust
8
Northern Trust
Illinois
$31.5M +$1.64M +63,771 +5%
CCM
9
Causeway Capital Management
California
$27.8M +$4.85M +188,771 +21%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$22.9M +$2.66M +103,486 +13%
CQS
11
Credential Qtrade Securities
$22.1M +$1.42M +55,338 +7%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$20.7M -$128K -4,971 -0.6%
Jane Street
13
Jane Street
New York
$15.2M +$15.6M +606,286 New
JP Morgan Chase
14
JP Morgan Chase
New York
$13.5M -$4.29K -167 -0%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$11.9M +$2.68M +104,387 +28%
Marshall Wace
16
Marshall Wace
United Kingdom
$11.5M +$11.7M +457,151 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$9.01M +$1.49M +57,826 +19%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$7.61M -$269K -10,469 -3%
CIBC Asset Management
19
CIBC Asset Management
Ontario, Canada
$6.94M +$109K +4,252 +2%
SEI Investments
20
SEI Investments
Pennsylvania
$6.7M +$1.5M +58,462 +28%
Citadel Advisors
21
Citadel Advisors
Florida
$6.66M -$3.1M -120,874 -31%
SP
22
Solel Partners
Massachusetts
$6.46M +$4.73M +184,000 +251%
Wells Fargo
23
Wells Fargo
California
$6M -$313K -12,171 -5%
RPA
24
Rock Point Advisors
Vermont
$4.4M -$2.1M -81,680 -32%
ACM
25
Altrius Capital Management
North Carolina
$4.15M +$4.25M +165,284 New

PUK Hedge Fund Activity: Q2 2022 in Review

167 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2022, worth a combined $637M — down 12% from $722M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of PUK and 31 opened new positions — a net loss of 3 holders — while 55 trimmed existing stakes and 58 added.

The largest buyer was Morgan Stanley, adding an estimated $56.2M. The largest seller was D.E. Shaw & Co, cutting an estimated $9.8M.

  • 167 institutional investors held Prudential (PUK) as of Q2 2022, down from 171 in Q1 2022.
  • Funds reported $637M of Prudential stock for Q2 2022, down 12% quarter-over-quarter.
  • 31 funds opened new Prudential positions in Q2 2022 and 34 closed out, a net change of -3 holders.
  • The largest Prudential buyer in Q2 2022 was Morgan Stanley, an estimated $56.2M added.
  • The largest Prudential seller in Q2 2022 was D.E. Shaw & Co, an estimated $9.8M sold.

Based on aggregated 13F filings for Q2 2022.