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Prudential

142 hedge funds and large institutions have $534M invested in Prudential in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 59 increasing their positions, 35 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 35

0.05% more ownership

Funds ownership: 0.95%1% (+0.05%)

15% less funds holding

Funds holding: 167142 (-25)

16% less capital invested

Capital invested by funds: $637M → $534M (-$103M)

49% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 43

Holders
142
Holders Change
-25
Holders Change %
-14.97%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
59
Reduced
35
Closed
43
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$88.2M +$29.8M +1,300,534 +42%
BlackRock
2
BlackRock
New York
$73.6M +$36.9M +1,608,893 +77%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.9M +$1.09M +47,668 +2%
Morgan Stanley
4
Morgan Stanley
New York
$41.5M -$5.16M -225,166 -10%
Goldman Sachs
5
Goldman Sachs
New York
$31.4M +$6.27M +273,464 +21%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$29.5M +$1.06M +46,125 +3%
CCM
7
Causeway Capital Management
California
$25.3M +$3.64M +158,786 +14%
Northern Trust
8
Northern Trust
Illinois
$23.9M -$1.25M -54,441 -4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$18.6M +$514K +22,431 +2%
CQS
10
Credential Qtrade Securities
$18.2M +$776K +33,860 +4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$14.6M -$2.09M -91,055 -11%
Citadel Advisors
12
Citadel Advisors
Florida
$12M +$7.73M +337,474 +127%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.8M +$4.17M +182,056 +51%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.85M -$1.04M -45,298 -8%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$9.55M +$132K +5,751 +1%
Marshall Wace
16
Marshall Wace
United Kingdom
$5.96M -$3.62M -158,183 -35%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$5.88M -$135K -5,870 -2%
CIBC Asset Management
18
CIBC Asset Management
Ontario, Canada
$5.29M -$239K -10,438 -4%
SEI Investments
19
SEI Investments
Pennsylvania
$5.25M -$35.5K -1,548 -0.6%
SP
20
Solel Partners
Massachusetts
$5.12M
ACM
21
Altrius Capital Management
North Carolina
$4.86M +$1.8M +78,585 +48%
RJA
22
Raymond James & Associates
Florida
$4.3M +$1.9M +83,027 +63%
RPA
23
Rock Point Advisors
Vermont
$3.62M +$152K +6,615 +4%
ANTB
24
AMG National Trust Bank
Colorado
$3M +$1.46M +63,610 +73%
SFI
25
Susquehanna Fundamental Investments
Pennsylvania
$2.67M +$3.07M +134,111 New

PUK Hedge Fund Activity: Q3 2022 in Review

142 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2022, worth a combined $534M — down 16% from $637M a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of PUK and 22 opened new positions — a net loss of 21 holders — while 35 trimmed existing stakes and 59 added.

The largest buyer was BlackRock, adding an estimated $36.9M. The largest seller was Lazard Asset Management, cutting an estimated $32M.

  • 142 institutional investors held Prudential (PUK) as of Q3 2022, down from 167 in Q2 2022.
  • Funds reported $534M of Prudential stock for Q3 2022, down 16% quarter-over-quarter.
  • 22 funds opened new Prudential positions in Q3 2022 and 43 closed out, a net change of -21 holders.
  • The largest Prudential buyer in Q3 2022 was BlackRock, an estimated $36.9M added.
  • The largest Prudential seller in Q3 2022 was Lazard Asset Management, an estimated $32M sold.

Based on aggregated 13F filings for Q3 2022.