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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
RMDI
851
R.M. Davis Inc
Maine
$318K +$310K +2,624 New
KA
852
Klingman & Associates
New York
$318K +$310K +2,622 New
DWP
853
Daymark Wealth Partners
Ohio
$317K +$11.5K +97 +4%
MPM
854
MBB Public Markets
Illinois
$316K -$2.61M -22,071 -89%
DAS
855
Diversify Advisory Services
Utah
$316K +$1.3K +11 +0.4%
ISL
856
Ingalls & Snyder LLC
New York
$314K +$306K +2,589 New
OTPPB
857
Ontario Teachers' Pension Plan Board
Ontario, Canada
$312K
WANY
858
Wealthspire Advisors (New York)
New York
$311K +$709 +6 +0.2%
CWS
859
Confluence Wealth Services
Pennsylvania
$310K +$21.8K +184 +8%
VCA
860
Verdence Capital Advisors
Maryland
$309K +$12.1K +102 +4%
TNB
861
Thomasville National Bank
Georgia
$308K +$35.5K +300 +13%
JPWM
862
Jamison Private Wealth Management
Georgia
$307K
DAS
863
Dynamic Advisor Solutions
Arizona
$307K -$46.2K -391 -13%
CPW
864
Crestmont Private Wealth
Texas
$304K +$5.44K +46 +2%
PL
865
Plancorp LLC
Missouri
$304K +$1.77K +15 +0.6%
WAL
866
W Advisors LLC
Tennessee
$303K +$8.04K +68 +3%
FMTCOCP
867
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K +$13.9K +118 +5%
GWM
868
Gitterman Wealth Management
New Jersey
$302K +$294K +2,489 New
RFA
869
Register Financial Advisors
Georgia
$298K +$709 +6 +0.2%
AAS
870
Annex Advisory Services
Wisconsin
$298K -$828 -7 -0.3%
NB
871
Northwest Bancshares
Pennsylvania
$298K -$15.1K -128 -5%
FRM
872
Fox Run Management
Connecticut
$297K +$290K +2,451 New
HWM
873
Hohimer Wealth Management
Washington
$294K
BWP
874
BSW Wealth Partners
Colorado
$292K -$11.6K -98 -4%
SF
875
Summit Financial
New Jersey
$292K -$50K -423 -15%

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.