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Prudential

172 hedge funds and large institutions have $772M invested in Prudential in 2023 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 70 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more call options, than puts

Call options by funds: $76K | Put options by funds: $20K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

37% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 51

4% more funds holding

Funds holding: 166172 (+6)

3% more capital invested

Capital invested by funds: $750M → $772M (+$23M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more ownership

Funds ownership: 0.99%0.99% (+0%)

Holders
172
Holders Change
+6
Holders Change %
+3.61%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
70
Reduced
51
Closed
18
Calls
$76K
Puts
$20K
Net Calls
+$56K
Net Calls Change
-$201K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$107M +$16.6M +579,234 +18%
Bank of America
2
Bank of America
North Carolina
$103M +$3.73M +130,153 +4%
Morgan Stanley
3
Morgan Stanley
New York
$58.7M +$312K +10,900 +0.5%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$58M +$1.16M +40,645 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$56.2M +$2.29M +79,845 +4%
Goldman Sachs
6
Goldman Sachs
New York
$51.5M +$4.67M +162,986 +10%
Northern Trust
7
Northern Trust
Illinois
$33.9M -$1.05M -36,528 -3%
CQS
8
Credential Qtrade Securities
$29.2M +$1.44M +50,280 +5%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$27.8M +$308K +10,760 +1%
CCM
10
Causeway Capital Management
California
$26.5M -$2.2M -76,672 -8%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$24.2M -$3.43M -119,759 -13%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$18.1M -$2.24M -78,164 -11%
JP Morgan Chase
13
JP Morgan Chase
New York
$16.5M +$1.48M +51,670 +10%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$15.7M -$138K -4,803 -0.9%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$13.6M +$2.04M +71,242 +17%
SP
16
Solel Partners
Massachusetts
$9.62M
Neuberger Berman Group
17
Neuberger Berman Group
New York
$8.61M +$77.3K +2,699 +0.9%
SEI Investments
18
SEI Investments
Pennsylvania
$7.44M -$43.8K -1,531 -0.6%
ACM
19
Altrius Capital Management
North Carolina
$7.35M +$3.23K +113 +0%
RJA
20
Raymond James & Associates
Florida
$6.75M +$899K +31,396 +15%
CIBC Asset Management
21
CIBC Asset Management
Ontario, Canada
$6.43M -$712K -24,867 -10%
TWI
22
Thomas White International
Illinois
$6.41M -$187K -6,533 -3%
Citadel Advisors
23
Citadel Advisors
Florida
$6.18M +$300K +10,493 +5%
SFI
24
Susquehanna Fundamental Investments
Pennsylvania
$5.42M
Optiver Holding
25
Optiver Holding
Netherlands
$4.55M -$3.85M -134,371 -45%

PUK Hedge Fund Activity: Q2 2023 in Review

172 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2023, worth a combined $772M — up 3.1% from $750M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PUK positions and 18 closed out — a net gain of 7 holders — while 70 added to existing stakes and 51 trimmed.

The largest buyer was BlackRock, adding an estimated $16.6M. The largest seller was Arete Wealth Advisors, exiting entirely with an estimated $12.3M sold.

  • 172 institutional investors held Prudential (PUK) as of Q2 2023, up from 166 in Q1 2023.
  • Funds reported $772M of Prudential stock for Q2 2023, up 3.1% quarter-over-quarter.
  • 25 funds opened new Prudential positions in Q2 2023 and 18 closed out, a net change of +7 holders.
  • The largest Prudential buyer in Q2 2023 was BlackRock, an estimated $16.6M added.
  • The largest Prudential seller in Q2 2023 was Arete Wealth Advisors, an estimated $12.3M sold.

Based on aggregated 13F filings for Q2 2023.