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Prudential Financial

1,299 hedge funds and large institutions have $25B invested in Prudential Financial in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 500 increasing their positions, 479 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 90

4% more repeat investments, than reductions

Existing positions increased: 500 | Existing positions reduced: 479

3% more capital invested

Capital invested by funds: $24.2B → $25B (+$746M)

0.56% more ownership

Funds ownership: 57.58%58.15% (+0.56%)

0% more funds holding

Funds holding: 1,2991,299 (0)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

43% less call options, than puts

Call options by funds: $692M | Put options by funds: $1.21B

Holders
1,299
Holders Change
Holders Change %
0%
% of All Funds
18.65%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.1%
New
100
Increased
500
Reduced
479
Closed
90
Calls
$692M
Puts
$1.21B
Net Calls
-$521M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
451
Envestnet Portfolio Solutions
Illinois
$1.56M +$188K +1,589 +14%
ACM
452
Aster Capital Management
United Arab Emirates
$1.56M +$1.52M +12,887 New
AWP
453
Ascent Wealth Partners
New York
$1.56M +$12.3K +104 +0.8%
HAG
454
HighPoint Advisor Group
Illinois
$1.56M +$14.3K +121 +1%
MWM
455
Modera Wealth Management
New Jersey
$1.55M -$28.3K -239 -2%
APP
456
Avantax Planning Partners
Iowa
$1.55M -$740K -6,263 -33%
EF
457
Empirical Finance
Pennsylvania
$1.54M +$30.4K +257 +2%
OIA
458
OneDigital Investment Advisors
Kansas
$1.53M -$10.4K -88 -0.7%
OAC
459
OMERS Administration Corp
Ontario, Canada
$1.52M
LNWWM
460
Laird Norton Wetherby Wealth Management
California
$1.51M +$6.03K +51 +0.4%
CCP
461
Clarkston Capital Partners
Michigan
$1.51M
MCC
462
Money Concepts Capital
Florida
$1.51M +$8.39K +71 +0.6%
AFCM
463
Applied Finance Capital Management
Puerto Rico
$1.51M +$226K +1,912 +18%
SEC
464
Seven Eight Capital
New York
$1.49M +$1.15M +9,766 +386%
BBVA
465
Banco Bilbao Vizcaya Argentaria
Spain
$1.49M +$52.8K +447 +4%
GT
466
Greenleaf Trust
Michigan
$1.48M -$77.1K -652 -5%
SNBOSCI
467
Security National Bank of Sioux City Iowa
Iowa
$1.48M +$12.6K +107 +0.9%
WB
468
Webster Bank
Connecticut
$1.47M -$120K -1,012 -8%
BCWM
469
Bartlett & Co Wealth Management
Ohio
$1.47M -$14.2K -120 -1%
IWA
470
IVC Wealth Advisors
Pennsylvania
$1.46M -$173K -1,466 -11%
B
471
Bailard
California
$1.46M +$96.6K +817 +7%
PCC
472
Park Circle Company
Maryland
$1.46M
MIC
473
Means Investment Company
Maine
$1.46M -$31.2K -264 -2%
NSEDCP
474
NJ State Employees Deferred Compensation Plan
New Jersey
$1.45M
VWM
475
VCI Wealth Management
Missouri
$1.45M +$1.41M +11,957 New

PRU Hedge Fund Activity: Q3 2024 in Review

1,299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q3 2024, worth a combined $25B — up 3.1% from $24.2B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new PRU positions and 90 closed out — a net gain of 10 holders — while 500 added to existing stakes and 479 trimmed.

The largest buyer was International Assets Investment Management, adding an estimated $150M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $83.4M sold.

  • 1,299 institutional investors held Prudential Financial (PRU) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $25B of Prudential Financial stock for Q3 2024, up 3.1% quarter-over-quarter.
  • 100 funds opened new Prudential Financial positions in Q3 2024 and 90 closed out, a net change of +10 holders.
  • The largest Prudential Financial buyer in Q3 2024 was International Assets Investment Management, an estimated $150M added.
  • The largest Prudential Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2024.