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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
PWAM
651
Pinnacle West Asset Management
Wyoming
$679K
CIAS
652
Capital Investment Advisory Services
North Carolina
$671K -$5.19K -45 -0.8%
PCG
653
Prosperity Consulting Group
Maryland
$669K +$4.96K +43 +0.8%
FWM
654
Forza Wealth Management
Florida
$662K
WA
655
WBH Advisory
Maryland
$658K -$5.42K -47 -0.8%
MOS
656
MGO One Seven
Ohio
$658K +$3.46K +30 +0.5%
GRP
657
Global Retirement Partners
California
$656K -$50.1K -434 -7%
PP
658
Patron Partners
Texas
$656K +$24.5K +212 +4%
I
659
InceptionR
California
$652K -$388K -3,359 -38%
EWS
660
Evergreen Wealth Solutions
Pennsylvania
$652K -$145K -1,258 -18%
PWPS
661
Pinnacle Wealth Planning Services
Ohio
$652K -$4.04K -35 -0.6%
FMWA
662
Forvis Mazars Wealth Advisors
Missouri
$649K +$58.7K +509 +10%
JFGIW
663
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$645K +$571K +4,947 +885%
PCM
664
Perritt Capital Management
Illinois
$631K +$23K +199 +4%
CWM
665
Connecticut Wealth Management
Connecticut
$628K +$618K +5,357 New
XT
666
XTX Topco
Cayman Islands
$625K -$376K -3,254 -38%
MFIM
667
Mesirow Financial Investment Management
Illinois
$621K -$29.3K -254 -5%
VFA
668
Valeo Financial Advisors
Indiana
$620K -$7.27K -63 -1%
LC
669
LCNB Corp
Ohio
$620K
PA
670
Parallel Advisors
California
$619K +$158K +1,372 +35%
ZF
671
Zhang Financial
Michigan
$616K +$346 +3 +0.1%
BIA
672
Beacon Investment Advisors
Maryland
$616K +$606K +5,253 New
ACA
673
Aptus Capital Advisors
Alabama
$615K +$28.9K +250 +5%
HT
674
Heritage Trust
Oklahoma
$615K +$1.39K +12 +0.2%
PA
675
Profund Advisors
Maryland
$612K -$17.8K -154 -3%

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.