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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
MWC
826
MBM Wealth Consultants
Missouri
$341K +$1.96K +17 +0.6%
GWM
827
Geneos Wealth Management
Colorado
$340K +$2.42K +21 +0.7%
RCM
828
RNC Capital Management
California
$339K +$76.8K +665 +30%
DMBA
829
Deseret Mutual Benefit Administrators
Utah
$339K +$82.3K +713 +33%
ACI
830
Alpha Cubed Investments
California
$338K -$12.2K -106 -4%
AFG
831
Allegheny Financial Group
Pennsylvania
$336K +$42.5K +368 +15%
ACM
832
Advisors Capital Management
New Jersey
$335K -$36.6K -317 -10%
SF
833
Summit Financial
New Jersey
$332K +$327K +2,831 New
CI
834
Conning Inc
Connecticut
$329K +$6K +52 +2%
MFG
835
MidWestOne Financial Group
Iowa
$328K +$19.6K +170 +6%
MW
836
Marcum Wealth
Ohio
$326K -$25.5K -221 -7%
SB
837
Sunflower Bank
Texas
$325K +$1.5K +13 +0.5%
AAIS
838
ABN AMRO Investment Solutions
$324K +$320K +2,769 New
OAM
839
Ostrum Asset Management
France
$321K -$24.7K -214 -7%
MF
840
Manchester Financial
California
$320K +$115 +1 +0%
RPCONE
841
Retirement Planning Company of New England
Rhode Island
$320K -$4.39K -38 -1%
NA
842
Nottingham Advisors
New York
$319K +$314K +2,718 New
IP
843
Investment Partners
Ohio
$316K +$1.96K +17 +0.6%
CH
844
CVS Health
Rhode Island
$314K
MSS
845
Mitchell Sinkler & Starr
Pennsylvania
$313K +$40.5K +351 +16%
WIA
846
World Investment Advisors
California
$312K +$308K +2,665 New
GFA
847
Gallagher Fiduciary Advisors
Illinois
$311K +$307K +2,658 New
OAS
848
Optivise Advisory Services
Tennessee
$310K +$306K +2,649 New
AEPWM
849
Atlantic Edge Private Wealth Management
Florida
$306K -$5.19K -45 -2%
VIP
850
Vista Investment Partners
Oklahoma
$305K

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.