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Prudential Financial

1,299 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 480 increasing their positions, 472 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

3% more funds holding

Funds holding: 1,2631,299 (+36)

2% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 472

1% more capital invested

Capital invested by funds: $24.1B → $24.2B (+$159M)

0.4% more ownership

Funds ownership: 57.19%57.58% (+0.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

40% less call options, than puts

Call options by funds: $631M | Put options by funds: $1.04B

Holders
1,299
Holders Change
+36
Holders Change %
+2.85%
% of All Funds
18.76%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
124
Increased
480
Reduced
472
Closed
74
Calls
$631M
Puts
$1.04B
Net Calls
-$412M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
UA
301
Unison Advisors
District of Columbia
$3.94M +$45.4K +393 +1%
OC
302
Oppenheimer & Co
New York
$3.9M +$18.9K +164 +0.5%
NVIM
303
New Vernon Investment Management
Illinois
$3.87M -$3.81M -33,053 -50%
AI
304
Atria Investments
North Carolina
$3.86M -$56.2K -487 -1%
Wellington Management Group
305
Wellington Management Group
Massachusetts
$3.85M -$408K -3,539 -10%
CAPTRUST Financial Advisors
306
CAPTRUST Financial Advisors
North Carolina
$3.83M +$39.2K +340 +1%
VWM
307
Valley Wealth Managers
New Jersey
$3.73M -$360K -3,117 -9%
NICM
308
Neo Ivy Capital Management
New York
$3.68M +$3.62M +31,392 New
BC
309
Burney Company
Virginia
$3.62M -$159K -1,381 -4%
OPERF
310
Oregon Public Employees Retirement Fund
Oregon
$3.62M
ET
311
Entropy Technologies
New York
$3.61M +$3.55M +30,779 New
BCV
312
Banque Cantonale Vaudoise
Switzerland
$3.6M -$333K -2,887 -9%
XWM
313
Xcel Wealth Management
Florida
$3.59M -$123K -1,070 -3%
EMPI
314
Elo Mutual Pension Insurance
Finland
$3.54M -$329K -2,849 -9%
TW
315
TrinityPoint Wealth
Connecticut
$3.47M -$32K -277 -0.9%
CSPIA
316
Cary Street Partners Investment Advisory
Virginia
$3.45M +$28.2K +244 +0.8%
Kayne Anderson Rudnick Investment Management
317
Kayne Anderson Rudnick Investment Management
California
$3.41M -$72.8K -631 -2%
TRSOTSOK
318
Teachers Retirement System of the State of Kentucky
Kentucky
$3.39M -$97.5K -845 -3%
OIM
319
Orca Investment Management
Oregon
$3.38M +$21.4K +185 +0.6%
ACG
320
Allen Capital Group
Nebraska
$3.37M -$108K -937 -3%
SGI
321
Summit Global Investments
Utah
$3.35M +$1.42M +12,266 +75%
MSRPS
322
Maryland State Retirement & Pension System
Maryland
$3.28M
GIBU
323
Gulf International Bank (UK)
United Kingdom
$3.28M -$239K -2,074 -7%
WB
324
WesBanco Bank
West Virginia
$3.27M -$6.16M -53,339 -66%
MSU
325
Mizuho Securities USA
New York
$3.24M +$3.19M +27,681 New

PRU Hedge Fund Activity: Q2 2024 in Review

1,299 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2024, worth a combined $24.2B — up 0.66% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PRU positions and 74 closed out — a net gain of 50 holders — while 480 added to existing stakes and 472 trimmed.

The largest buyer was UBS AM, adding an estimated $80.2M. The largest seller was Voloridge Investment Management, exiting entirely with an estimated $64.1M sold.

  • 1,299 institutional investors held Prudential Financial (PRU) as of Q2 2024, up from 1,263 in Q1 2024.
  • Funds reported $24.2B of Prudential Financial stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 124 funds opened new Prudential Financial positions in Q2 2024 and 74 closed out, a net change of +50 holders.
  • The largest Prudential Financial buyer in Q2 2024 was UBS AM, an estimated $80.2M added.
  • The largest Prudential Financial seller in Q2 2024 was Voloridge Investment Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2024.