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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
PCMC
876
Paragon Capital Management (Colorado)
Colorado
$291K +$3.19K +27 +1%
ZIMP
877
Zimmermann Investment Management & Planning
Pennsylvania
$291K +$1.3K +11 +0.5%
OWA
878
Octavia Wealth Advisors
Ohio
$290K -$540K -4,572 -66%
DFCM
879
Dark Forest Capital Management
Puerto Rico
$289K +$283K +2,390 New
BCA
880
Bray Capital Advisors
Florida
$289K -$17.6K -149 -6%
Fisher Asset Management
881
Fisher Asset Management
Washington
$287K -$322K -2,725 -53%
QWP
882
Quotient Wealth Partners
Texas
$286K -$7.09K -60 -2%
JIP
883
Jaffetilchin Investment Partners
Florida
$286K +$3.19K +27 +1%
OAS
884
Optivise Advisory Services
Tennessee
$286K -$34.3K -290 -11%
BONH
885
Bank of New Hampshire
New Hampshire
$283K
DTL
886
Dynamic Technology Lab
Singapore
$283K +$277K +2,341 New
HCM
887
Howard Capital Management
Georgia
$282K +$275K +2,329 New
FG
888
Fiduciary Group
Georgia
$282K
First Manhattan
889
First Manhattan
New York
$282K +$275K +2,325 New
SI
890
Seeds Investor
New York
$281K -$8.39K -71 -3%
SAG
891
SageView Advisory Group
California
$281K -$20.2K -171 -7%
MWM
892
Meridian Wealth Management
Kentucky
$280K +$273K +2,308 New
LA
893
Legacy Advisors
Pennsylvania
$279K +$7.57K +64 +3%
WMA
894
West Michigan Advisors
Michigan
$278K -$12.4K -105 -4%
LIA
895
LBMC Investment Advisors
Tennessee
$278K +$118 +1 +0%
RCM
896
RB Capital Management
Nevada
$278K +$2.01K +17 +0.7%
NS
897
NBC Securities
Alabama
$274K +$355 +3 +0.1%
OTL
898
Oak Thistle LLC
New York
$273K +$266K +2,253 New
MPIA
899
Mountain Pacific Investment Advisers
Idaho
$271K +$47.3K +400 +22%
BAM
900
Blueshift Asset Management
New Jersey
$270K +$6.74K +57 +3%

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.