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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
GWM
651
Geneos Wealth Management
Colorado
$662K +$303K +2,562 +88%
OFG
652
OmniStar Financial Group
North Carolina
$660K +$642K +5,427 New
AWA
653
Arkadios Wealth Advisors
Georgia
$657K +$47.3K +400 +8%
MYLI
654
Meiji Yasuda Life Insurance
Japan
$654K -$226K -1,910 -26%
PCIA
655
Prime Capital Investment Advisors
Kansas
$654K -$179K -1,511 -22%
CWM
656
Connecticut Wealth Management
Connecticut
$649K +$236 +2 +0%
PCM
657
Perritt Capital Management
Illinois
$645K -$7.33K -62 -1%
BS
658
Banco Santander
Spain
$643K +$69.3K +586 +12%
LC
659
LCNB Corp
Ohio
$640K
QP
660
Quartz Partners
New York
$639K +$624K +5,278 New
VFA
661
Valeo Financial Advisors
Indiana
$639K -$2.36K -20 -0.4%
BIA
662
Beacon Investment Advisors
Maryland
$637K +$1.06K +9 +0.2%
ZF
663
Zhang Financial
Michigan
$637K -$355 -3 -0.1%
AFG
664
Argent Financial Group
Louisiana
$636K +$621K +5,251 New
FIA
665
Foundations Investment Advisors
Arizona
$634K +$153K +1,294 +33%
PWM
666
Perigon Wealth Management
California
$630K +$15.7K +133 +3%
AW
667
Apricus Wealth
South Carolina
$626K
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
$623K +$3.19K +27 +0.5%
TC
669
TownSquare Capital
Utah
$622K -$6.86K -58 -1%
SL
670
Sentinus LLC
Illinois
$615K -$5.91K -50 -1%
PA
671
Parallel Advisors
California
$614K -$24.6K -208 -4%
CF
672
Clarity Financial
Texas
$605K +$35.5K +300 +6%
WS
673
Wedbush Securities
California
$603K +$355 +3 +0.1%
BCP
674
Berkeley Capital Partners
Georgia
$602K -$6.5K -55 -1%
ACA
675
Atlas Capital Advisors
Wyoming
$600K -$407K -3,446 -41%

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.