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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
MWM
901
Mindset Wealth Management
Indiana
$269K +$263K +2,225 New
AC
902
Avestar Capital
New York
$268K +$42.2K +357 +19%
CCAL
903
City Center Advisors LLC
Michigan
$268K +$261K +2,211 New
SWA
904
Stratos Wealth Advisors
Ohio
$266K -$21K -178 -7%
BIC
905
Beach Investment Counsel
Pennsylvania
$266K
CM
906
Cercano Management
Washington
$266K +$260K +2,196 New
LAM
907
LifePro Asset Management
California
$266K +$1.42K +12 +0.5%
PA
908
Prossimo Advisors
California
$265K
CSC
909
Caldwell Sutter Capital
California
$265K -$14.1K -119 -5%
SWM
910
Spire Wealth Management
Virginia
$265K +$2.6K +22 +1%
HWMO
911
Heritage Wealth Management (Ohio)
Ohio
$264K
TGAM
912
TBH Global Asset Management
Tennessee
$264K -$2.96K -25 -1%
CAG
913
Csenge Advisory Group
Florida
$264K -$236 -2 -0.1%
CWM
914
Congress Wealth Management
Massachusetts
$263K +$256K +2,167 New
HI
915
Humankind Investments
New York
$262K +$26.2K +222 +11%
BCA
916
Bay Colony Advisors
Massachusetts
$262K +$8.63K +73 +3%
FTIS
917
First Trust Investment Solutions
Florida
$260K +$254K +2,145 New
AF
918
Alerus Financial
North Dakota
$259K -$51.2K -433 -17%
SCM
919
Shelton Capital Management
Colorado
$259K
PCA
920
Pallas Capital Advisors
Massachusetts
$256K +$1.42K +12 +0.6%
AA
921
Advisory Alpha
Michigan
$255K +$249K +2,105 New
GCAC
922
Guardian Capital Advisors (Canada)
Ontario, Canada
$254K -$8.87K -75 -3%
NWM
923
Northcape Wealth Management
New York
$254K +$118 +1 +0%
GSIAS
924
Garden State Investment Advisory Services
New Jersey
$253K -$36.1K -305 -13%
CHP
925
Cable Hill Partners
Oregon
$253K +$19.7K +167 +9%

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.