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Prudential Financial
PRU

1,263 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 462 increasing their positions, 453 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 74

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.24B)

3% more funds holding

Funds holding: 1,232 → 1,263 (+31)

2% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 453

1.11% less ownership

Funds ownership: 58.29% → 57.19% (-1.1%)

38% less call options, than puts

Call options by funds: $650M | Put options by funds: $1.04B

Holders
1,263
Holders Change
+31
Holders Change %
+2.52%
% of All Funds
18.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
121
Increased
462
Reduced
453
Closed
74
Calls
$650M
Puts
$1.04B
Net Calls
-$393M
Net Calls Change
-$243M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
3
Millennium Management
Millennium Management
New York
+$43.3M
4
WCM
Wedge Capital Management
North Carolina
+$38.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$692M
2
BlackRock
BlackRock
New York
-$150M
3
Goldman Sachs
Goldman Sachs
New York
-$64.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$62.3M
5
Invesco
Invesco
Georgia
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
776
Systematic Financial Management
New Jersey
$387K – – –
PPWM
777
Paragon Private Wealth Management
Kentucky
$385K – – –
WTC
778
WhitTier Trust Company
Nevada
$383K +$15.2K +141 +5%
NWA
779
Navis Wealth Advisors
New York
$382K +$3.77K +35 +1%
GI
780
GAMMA Investing
California
$377K +$32.9K +305 +10%
SFB
781
STAR Financial Bank
Indiana
$376K +$18.6K +173 +6%
HA
782
Herold Advisors
New York
$374K – – –
RBC
783
Romano Brothers & Co
Illinois
$373K – – –
ACM
784
Advisors Capital Management
New Jersey
$373K +$33.1K +307 +11%
FCBT
785
First Citizens Bank & Trust
North Carolina
$373K -$15.8K -147 -4%
GM
786
GeoWealth Management
Illinois
$369K +$337K +3,129 +17,383%
Jones Financial Companies
787
Jones Financial Companies
Missouri
$369K +$214K +1,989 +172%
AWAP
788
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$369K – – –
QC
789
Quent Capital
New York
$368K -$754 -7 -0.2%
SCTC
790
Sanibel Captiva Trust Company
Florida
$367K – – –
NJBEST
791
New Jersey Better Educational Savings Trust
New Jersey
$364K – – –
SC
792
Solstein Capital
California
$364K +$457K +4,240 +12%
AG
793
AlTi Global
New York
$363K +$75K +696 +29%
VA
794
Valmark Advisers
Ohio
$363K +$21.6K +200 +7%
SDWIA
795
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$363K – – –
GFG
796
Goldstone Financial Group
Illinois
$362K +$9.48K +88 +3%
P
797
Pitcairn
Pennsylvania
$362K +$8.19K +76 +3%
OC
798
Oarsman Capital
Wisconsin
$360K +$331K +3,070 New
MFG
799
Magnus Financial Group
New York
$358K -$3.02K -28 -0.9%
CWM
800
Chemistry Wealth Management
New York
$357K – – –
30 31
32
33 34

PRU Hedge Fund Activity: Q1 2024 in Review

1,263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2024, worth a combined $24.1B — up 10% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new PRU positions and 74 closed out — a net gain of 47 holders — while 462 added to existing stakes and 453 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $55.3M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 1,263 institutional investors held Prudential Financial (PRU) as of Q1 2024, up from 1,232 in Q4 2023.
  • Funds reported $24.1B of Prudential Financial stock for Q1 2024, up 10% quarter-over-quarter.
  • 121 funds opened new Prudential Financial positions in Q1 2024 and 74 closed out, a net change of +47 holders.
  • The largest Prudential Financial buyer in Q1 2024 was Balyasny Asset Management, an estimated $55.3M added.
  • The largest Prudential Financial seller in Q1 2024 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q1 2024.