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Prudential

167 hedge funds and large institutions have $624M invested in Prudential in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 53 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 53

0.04% more ownership

Funds ownership: 0.99%1.03% (+0.04%)

6% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 31

3% less funds holding

Funds holding: 172167 (-5)

19% less capital invested

Capital invested by funds: $772M → $624M (-$148M)

80% less call options, than puts

Call options by funds: $44K | Put options by funds: $221K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
167
Holders Change
-5
Holders Change %
-2.91%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
60
Reduced
53
Closed
31
Calls
$44K
Puts
$221K
Net Calls
-$177K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$81.9M -$909K -35,937 -1%
Bank of America
2
Bank of America
North Carolina
$75.2M -$5.44M -214,898 -6%
Morgan Stanley
3
Morgan Stanley
New York
$49M +$4.06M +160,342 +8%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$46.1M +$1.47M +58,097 +3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$40.7M -$3.21M -126,907 -6%
Goldman Sachs
6
Goldman Sachs
New York
$38.1M -$2.09M -82,668 -5%
Northern Trust
7
Northern Trust
Illinois
$29.2M +$3.4M +134,347 +11%
CCM
8
Causeway Capital Management
California
$29.1M +$9.95M +393,374 +42%
CQS
9
Credential Qtrade Securities
$23.4M +$916K +36,200 +4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$20.7M -$955K -37,771 -4%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$17.2M +$3.66M +144,695 +23%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$16M +$4.42M +174,838 +32%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$15M -$4.98M -197,048 -24%
Natixis Advisors
14
Natixis Advisors
Massachusetts
$9.03M -$1.69M -66,840 -14%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$8.68M +$9.1M +359,817 +991%
Citadel Advisors
16
Citadel Advisors
Florida
$8.22M +$3.96M +156,757 +72%
SP
17
Solel Partners
Massachusetts
$7.45M
SEI Investments
18
SEI Investments
Pennsylvania
$6.58M +$942K +37,229 +14%
Neuberger Berman Group
19
Neuberger Berman Group
New York
$6.04M -$794K -31,398 -10%
ACM
20
Altrius Capital Management
North Carolina
$5.88M +$219K +8,645 +3%
Renaissance Technologies
21
Renaissance Technologies
New York
$5.63M +$6.49M +256,600 New
RJA
22
Raymond James & Associates
Florida
$5.3M +$83.8K +3,315 +1%
Marshall Wace
23
Marshall Wace
United Kingdom
$5.07M +$5.85M +231,479 New
JP Morgan Chase
24
JP Morgan Chase
New York
$4.9M -$9.07M -358,665 -62%
RAM
25
Ramirez Asset Management
New York
$4.74M +$5.47M +216,248 New

PUK Hedge Fund Activity: Q3 2023 in Review

167 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2023, worth a combined $624M — down 19% from $772M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of PUK and 29 opened new positions — a net loss of 2 holders — while 53 trimmed existing stakes and 60 added.

The largest buyer was Causeway Capital Management, adding an estimated $9.95M. The largest seller was JP Morgan Chase, cutting an estimated $9.07M.

  • 167 institutional investors held Prudential (PUK) as of Q3 2023, down from 172 in Q2 2023.
  • Funds reported $624M of Prudential stock for Q3 2023, down 19% quarter-over-quarter.
  • 29 funds opened new Prudential positions in Q3 2023 and 31 closed out, a net change of -2 holders.
  • The largest Prudential buyer in Q3 2023 was Causeway Capital Management, an estimated $9.95M added.
  • The largest Prudential seller in Q3 2023 was JP Morgan Chase, an estimated $9.07M sold.

Based on aggregated 13F filings for Q3 2023.