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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
FHA
751
Flagship Harbor Advisors
Massachusetts
$435K +$231 +2 +0.1%
WIM
752
Westside Investment Management
California
$434K
CWM
753
Cornerstone Wealth Management
Missouri
$432K -$1.73K -15 -0.4%
FTWA
754
Fifth Third Wealth Advisors
Ohio
$432K +$425K +3,685 New
MFG
755
Merit Financial Group
Georgia
$432K -$8.19K -71 -2%
MCM
756
Mengis Capital Management
Oregon
$431K -$128K -1,110 -23%
PTC
757
Private Trust Company
Ohio
$431K
PFA
758
Pure Financial Advisors
California
$428K +$3.35K +29 +0.8%
LSAG
759
Lake Street Advisors Group
New Hampshire
$424K -$10.7K -93 -3%
DA
760
Doliver Advisors
Texas
$421K -$17.8K -154 -4%
SC
761
Syon Capital
California
$419K +$6.23K +54 +2%
UB
762
UMB Bank
Missouri
$418K -$39.4K -341 -9%
QI
763
Qtron Investments
Massachusetts
$417K
ATC
764
Adirondack Trust Company
New York
$417K -$4.73K -41 -1%
AO
765
Advisor OS
Illinois
$417K -$19.5K -169 -5%
BFS
766
Bradley Foster & Sargent
Connecticut
$417K
KP
767
Keel Point
Alabama
$417K +$156K +1,352 +55%
ILI
768
Invesco LLC (Illinois)
Illinois
$416K -$12.1K -105 -3%
JSW
769
Journey Strategic Wealth
New Jersey
$415K +$102K +880 +33%
BJL
770
Brighton Jones LLC
Washington
$414K +$11.9K +103 +3%
ACP
771
Aviance Capital Partners
Florida
$414K +$25.7K +223 +7%
TIAA Trust, National Association
772
TIAA Trust, National Association
North Carolina
$413K -$118K -1,022 -22%
NSIM
773
North Star Investment Management
Illinois
$411K -$1.85K -16 -0.5%
MFG
774
Magnus Financial Group
New York
$410K +$51.4K +445 +15%
WC
775
Westhampton Capital
North Carolina
$408K -$46.2K -400 -10%

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.