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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
JFG
801
Jefferies Financial Group
New York
$355K -$693K -6,428 -68%
CAMG
802
CWA Asset Management Group
Florida
$354K +$3.66K +34 +1%
MW
803
Marcum Wealth
Ohio
$353K +$3.45K +32 +1%
ACI
804
Alpha Cubed Investments
California
$351K +$323K +2,993 New
SPL
805
Smart Portfolios LLC
Washington
$349K +$83.5K +775 +35%
AWA
806
Arkadios Wealth Advisors
Georgia
$349K -$3.88K -36 -1%
DFG
807
Delta Financial Group
New Jersey
$349K – – –
OAM
808
Ostrum Asset Management
France
$347K – – –
AFCM
809
Applied Finance Capital Management
Puerto Rico
$347K – – –
GA
810
Geller Advisors
New York
$344K +$23.2K +215 +8%
SG
811
StoneX Group
New York
$342K -$58.4K -542 -16%
RA
812
Rise Advisors
New York
$340K +$35K +325 +13%
Nomura Holdings
813
Nomura Holdings
Japan
$338K -$480K -4,452 -61%
GWM
814
Geneos Wealth Management
Colorado
$338K -$25.6K -238 -8%
LOAMS
815
Lombard Odier Asset Management (Switzerland)
Switzerland
$338K +$310K +2,880 New
MWC
816
MBM Wealth Consultants
Missouri
$336K -$7.43K -69 -2%
CMI
817
Clare Market Investments
Texas
$330K +$303K +2,810 New
RPCONE
818
Retirement Planning Company of New England
Rhode Island
$325K -$140K -1,303 -32%
SRC
819
Shufro Rose & Co
New York
$324K – – –
SB
820
Sunflower Bank
Texas
$324K – – –
CI
821
Conning Inc
Connecticut
$324K -$15.1K -140 -5%
PFS
822
Physicians Financial Services
North Carolina
$323K -$10.8K -100 -4%
MF
823
Manchester Financial
California
$321K – – –
EFG
824
Everhart Financial Group
Ohio
$317K +$56.5K +524 +24%
WPC
825
Wedmont Private Capital
Pennsylvania
$316K +$16.3K +151 +6%
31 32
33
34 35

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.