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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
LA
901
Legacy Advisors
Pennsylvania
$263K +$8.54K +74 +3%
TNB
902
Thomasville National Bank
Georgia
$263K
TPWA
903
TRUE Private Wealth Advisors
Oregon
$261K +$1.62K +14 +0.6%
TGAM
904
TBH Global Asset Management
Tennessee
$258K -$22K -191 -8%
ZF
905
Zega Financial
Florida
$258K +$11.7K +101 +5%
BIC
906
Beach Investment Counsel
Pennsylvania
$258K
EP
907
Edgestream Partners
New Jersey
$258K +$254K +2,199 New
FVWA
908
Foster Victor Wealth Advisors
South Carolina
$257K
PA
909
Prossimo Advisors
California
$257K +$253K +2,190 New
LAM
910
LifePro Asset Management
California
$256K +$2.65K +23 +1%
CCG
911
Catalina Capital Group
California
$255K +$8.66K +75 +4%
HWMO
912
Heritage Wealth Management (Ohio)
Ohio
$255K +$252K +2,182 New
BAM
913
Blueshift Asset Management
New Jersey
$255K +$251K +2,172 New
PCA
914
Pallas Capital Advisors
Massachusetts
$254K +$234K +2,030 New
SWM
915
Spire Wealth Management
Virginia
$254K +$44.5K +386 +22%
SCM
916
Shelton Capital Management
Colorado
$250K
CAG
917
Csenge Advisory Group
Florida
$250K -$42.9K -372 -15%
MGIA
918
Moneta Group Investment Advisors
Missouri
$247K +$23.7K +205 +11%
GT
919
Glenview Trust
Kentucky
$246K -$11.4K -99 -5%
NWM
920
Northcape Wealth Management
New York
$246K +$13.8K +120 +6%
BCA
921
Bay Colony Advisors
Massachusetts
$245K +$2.31K +20 +1%
LC
922
Lindbrook Capital
California
$244K +$110K +951 +84%
CNWM
923
Clay Northam Wealth Management
California
$243K
IA
924
IFG Advisory
Georgia
$243K +$240K +2,076 New
PFBT
925
Parkside Financial Bank & Trust
Missouri
$243K -$14.2K -123 -6%

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.