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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
TAM
701
Trust Asset Management
Texas
$523K
VCM
702
Virtue Capital Management
Tennessee
$519K -$144K -1,215 -22%
EWS
703
Evergreen Wealth Solutions
Pennsylvania
$517K -$154K -1,299 -23%
FMB
704
Field & Main Bank
Kentucky
$515K -$13K -110 -3%
QI
705
Qtron Investments
Massachusetts
$513K +$80.3K +679 +19%
CWM
706
Chemistry Wealth Management
New York
$513K +$142K +1,198 +39%
MCCA
707
Mill Creek Capital Advisors
Pennsylvania
$513K -$10K -85 -2%
TWM
708
Thrive Wealth Management
Pennsylvania
$513K +$19.5K +165 +4%
SWM
709
SeaCrest Wealth Management
New York
$509K -$5.56K -47 -1%
CFG
710
Citizens Financial Group
Rhode Island
$507K +$8.98K +76 +2%
TA
711
TrueWealth Advisors
Alabama
$504K +$90.2K +763 +22%
AAIS
712
ABN AMRO Investment Solutions
$502K +$163K +1,375 +50%
VT
713
Vise Technologies
New York
$500K +$15.3K +129 +3%
SG
714
StoneX Group
New York
$497K +$94K +795 +24%
PTC
715
Private Trust Company
Ohio
$496K +$49.3K +417 +11%
RCA
716
Ranch Capital Advisors
Florida
$495K -$2.25K -19 -0.5%
PT
717
Plimoth Trust
Massachusetts
$493K -$30.7K -260 -6%
NPT
718
National Philanthropic Trust
Pennsylvania
$490K -$21.2K -179 -4%
CWA
719
Centennial Wealth Advisory
Michigan
$489K +$3.43K +29 +0.7%
YIH
720
Y-Intercept (HK)
Hong Kong
$486K +$474K +4,010 New
MC
721
Machina Capital
France
$483K +$471K +3,988 New
OLA
722
Oliver Luxxe Assets
New Jersey
$480K
CIM
723
Cambria Investment Management
California
$479K +$90.1K +762 +24%
CAM
724
Cidel Asset Management
Ontario, Canada
$479K -$39.8K -337 -8%
HI
725
Hudock Inc
Pennsylvania
$474K +$1.06K +9 +0.2%

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.