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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
CT
376
Caldwell Trust
Florida
$2.3M +$66.6K +577 +3%
CIP
377
Convergence Investment Partners
Florida
$2.27M +$1.22M +10,609 +121%
AAS
378
Avantax Advisory Services
Texas
$2.25M +$195K +1,690 +10%
APP
379
Avantax Planning Partners
Iowa
$2.23M -$970K -8,402 -31%
CRC
380
Curi RMB Capital
Illinois
$2.21M +$923 +8 +0%
AWM
381
Avitas Wealth Management
California
$2.2M -$1.39K -12 -0.1%
IAA
382
Independent Advisor Alliance
North Carolina
$2.19M +$485K +4,199 +29%
SCA
383
Stonebridge Capital Advisors
Minnesota
$2.18M -$201K -1,738 -9%
NMERB
384
New Mexico Educational Retirement Board
New Mexico
$2.14M
ATC
385
Argent Trust Co
Tennessee
$2.12M -$79.4K -688 -4%
FTDI
386
First Trust Direct Indexing
Massachusetts
$2.09M +$478K +4,143 +30%
TAM
387
Tocqueville Asset Management
New York
$2.08M -$13.8K -120 -0.7%
IIM
388
INTECH Investment Management
Florida
$2.06M +$840K +7,281 +71%
KAH
389
Kathryn A. Hall
$2.05M
DWM
390
Dakota Wealth Management
Florida
$2.05M -$11.8K -102 -0.6%
MCM
391
Mainstay Capital Management
Michigan
$2.01M +$54.2K +470 +3%
NGA
392
Naples Global Advisors
Florida
$1.99M
PA
393
Procyon Advisors
Connecticut
$1.98M +$21K +182 +1%
DEM
394
Disciplined Equity Management
Florida
$1.98M +$4.62K +40 +0.2%
SGCA
395
Steel Grove Capital Advisors
Tennessee
$1.98M -$27.1K -235 -1%
AI
396
Arvest Investments
Arkansas
$1.96M -$70.3K -609 -4%
GT
397
Glenmede Trust
Pennsylvania
$1.96M +$378K +3,279 +24%
UCFA
398
United Capital Financial Advisors
Texas
$1.96M -$2.05M -17,730 -51%
FBFS
399
First Business Financial Services
Wisconsin
$1.94M +$10.4K +90 +0.5%
EOJOAM
400
E. Ohman J:or Asset Management
Sweden
$1.92M +$127K +1,100 +7%

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.