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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
LWA
501
Lantern Wealth Advisors
New York
$1.22M -$47.3K -400 -4%
SW
502
SkyOak Wealth
Michigan
$1.2M -$49.1K -415 -4%
GWSG
503
GPS Wealth Strategies Group
Colorado
$1.2M +$40.4K +342 +4%
FDCDDQ
504
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.19M -$434K -3,670 -27%
SWP
505
Stratos Wealth Partners
Ohio
$1.18M +$35.6K +301 +3%
TMAM
506
Tokio Marine Asset Management
Japan
$1.18M +$79.6K +673 +7%
CG
507
Caprock Group
Idaho
$1.17M +$56.6K +479 +5%
MNBTD
508
Moody National Bank Trust Division
Texas
$1.17M +$133K +1,122 +13%
WFA
509
WMG Financial Advisors
Tennessee
$1.17M -$6.15K -52 -0.5%
SA
510
SpiderRock Advisors
Delaware
$1.16M -$1.91M -16,153 -63%
Squarepoint
511
Squarepoint
New York
$1.16M -$13.8K -117 -1%
LIM
512
Longfellow Investment Management
Massachusetts
$1.16M +$6.86K +58 +0.6%
ZIG
513
Zullo Investment Group
Pennsylvania
$1.16M +$18.1K +153 +2%
MAS
514
Meeder Advisory Services
Ohio
$1.15M -$200K -1,694 -15%
VSQM
515
V-Square Quantitative Management
Illinois
$1.14M +$198K +1,679 +22%
BPA
516
Beacon Pointe Advisors
California
$1.14M -$132K -1,118 -11%
CHJWM
517
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.13M -$9.69K -82 -0.9%
GC
518
Gilbert & Cook
Iowa
$1.13M -$5.44K -46 -0.5%
HSA
519
HBK Sorce Advisory
Pennsylvania
$1.13M -$828 -7 -0.1%
RWA
520
Redhawk Wealth Advisors
Minnesota
$1.13M +$85.6K +724 +8%
KPWS
521
Kestra Private Wealth Services
Texas
$1.11M +$34.6K +293 +3%
SA
522
Strategic Advisors
New York
$1.1M
PFA
523
Pathway Financial Advisers
Indiana
$1.1M +$54.9K +464 +5%
WSC
524
Wellington Shields & Co
New York
$1.1M +$66.6K +563 +7%
FFM
525
Forum Financial Management
Illinois
$1.1M -$8.16K -69 -0.8%

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.