We are live on ! Find out more
PRU icon

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
WC
776
Westhampton Capital
North Carolina
$419K -$2.36K -20 -0.6%
OA
777
Operose Advisors
Wisconsin
$417K +$4.37K +37 +1%
Verition Fund Management
778
Verition Fund Management
Connecticut
$414K -$1.03M -8,741 -72%
CIA
779
Capital Investment Advisors
Georgia
$412K +$1.42K +12 +0.4%
DA
780
Doliver Advisors
Texas
$409K -$25.4K -215 -6%
KWA
781
Kingswood Wealth Advisors
California
$408K -$162K -1,371 -29%
MMHP
782
Murphy Middleton Hinkle & Parker
Georgia
$400K -$49.3K -417 -11%
CCP
783
Clough Capital Partners
Massachusetts
$400K
SFM
784
Systematic Financial Management
New Jersey
$400K
RWP
785
RWA Wealth Partners
Massachusetts
$399K +$2.84K +24 +0.7%
RA
786
Rise Advisors
New York
$399K +$20K +169 +5%
Grantham, Mayo, Van Otterloo & Co (GMO)
787
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$399K +$389K +3,291 New
SYBT
788
Stock Yards Bank & Trust
Kentucky
$395K -$68K -575 -15%
KW
789
KWB Wealth
California
$393K -$190K -1,611 -32%
SW
790
SteelPeak Wealth
California
$389K -$821K -6,949 -68%
AFG
791
Atomi Financial Group
New York
$388K +$2.01K +17 +0.5%
NWA
792
Navis Wealth Advisors
New York
$387K +$2.84K +24 +0.8%
APW
793
Austin Private Wealth
Texas
$386K +$16.2K +137 +4%
CGL
794
Clarius Group LLC
Washington
$385K -$8.28K -70 -2%
CAMG
795
CWA Asset Management Group
Florida
$385K +$376K +3,181 New
NERM
796
New England Research & Management
Illinois
$385K -$426K -3,603 -53%
RBC
797
Romano Brothers & Co
Illinois
$385K
QC
798
Quent Capital
New York
$383K +$9.34K +79 +3%
SCTC
799
Sanibel Captiva Trust Company
Florida
$379K +$355 +3 +0.1%
AWAP
800
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$378K -$2.6K -22 -0.7%

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.