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Prudential Financial
PRU

1,263 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 462 increasing their positions, 453 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 74

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.24B)

3% more funds holding

Funds holding: 1,232 → 1,263 (+31)

2% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 453

1.11% less ownership

Funds ownership: 58.29% → 57.19% (-1.1%)

38% less call options, than puts

Call options by funds: $650M | Put options by funds: $1.04B

Holders
1,263
Holders Change
+31
Holders Change %
+2.52%
% of All Funds
18.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
121
Increased
462
Reduced
453
Closed
74
Calls
$650M
Puts
$1.04B
Net Calls
-$393M
Net Calls Change
-$243M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
3
Millennium Management
Millennium Management
New York
+$43.3M
4
WCM
Wedge Capital Management
North Carolina
+$38.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$692M
2
BlackRock
BlackRock
New York
-$150M
3
Goldman Sachs
Goldman Sachs
New York
-$64.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$62.3M
5
Invesco
Invesco
Georgia
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
926
Northcape Wealth Management
New York
$232K -$19.3K -179 -8%
BIC
927
Beach Investment Counsel
Pennsylvania
$228K – – –
FVWA
928
Foster Victor Wealth Advisors
South Carolina
$226K – – –
PP
929
PDS Planning
Ohio
$225K -$7.76K -72 -4%
IP
930
Ignite Planners
California
$225K -$3.99K -37 -2%
PSFG
931
Prairie Sky Financial Group
Illinois
$225K +$206K +1,915 New
SIM
932
Sentry Investment Management
Wisconsin
$224K – – –
FLPIM
933
F.L. Putnam Investment Management
Massachusetts
$224K +$206K +1,908 New
SFC
934
Strategic Financial Concepts
Texas
$224K +$205K +1,907 New
MGIA
935
Moneta Group Investment Advisors
Missouri
$224K +$205K +1,905 New
T
936
TOBAM
France
$222K – – –
SAW
937
Signal Advisors Wealth
Michigan
$221K +$202K +1,879 New
BFC
938
Bedel Financial Consulting
Indiana
$221K +$202K +1,878 New
HBW
939
Hazlett, Burt & Watson
West Virginia
$220K +$6.04K +56 +3%
Empower Advisory Group
940
Empower Advisory Group
Colorado
$220K +$202K +1,873 New
PWH
941
Priebe Wealth Holdings
Minnesota
$220K +$202K +1,870 New
TPCW
942
TD Private Client Wealth
New York
$219K -$2.91K -27 -1%
RPWA
943
Regent Peak Wealth Advisors
Georgia
$217K +$199K +1,847 New
CS
944
Cannell & Spears
New York
$217K +$199K +1,846 New
MHWM
945
Montz Harcus Wealth Management
Louisiana
$216K +$199K +1,844 New
MPIA
946
Mountain Pacific Investment Advisers
Idaho
$216K +$198K +1,840 New
SCM
947
Silvant Capital Management
Georgia
$216K – – –
Los Angeles Capital Management
948
Los Angeles Capital Management
California
$215K +$198K +1,833 New
QCG
949
Quadrant Capital Group
Ohio
$214K -$4.09K -38 -2%
HTC
950
Haverford Trust Company
Pennsylvania
$214K +$196K +1,822 New
36 37
38
39 40

PRU Hedge Fund Activity: Q1 2024 in Review

1,263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2024, worth a combined $24.1B — up 10% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new PRU positions and 74 closed out — a net gain of 47 holders — while 462 added to existing stakes and 453 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $55.3M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 1,263 institutional investors held Prudential Financial (PRU) as of Q1 2024, up from 1,232 in Q4 2023.
  • Funds reported $24.1B of Prudential Financial stock for Q1 2024, up 10% quarter-over-quarter.
  • 121 funds opened new Prudential Financial positions in Q1 2024 and 74 closed out, a net change of +47 holders.
  • The largest Prudential Financial buyer in Q1 2024 was Balyasny Asset Management, an estimated $55.3M added.
  • The largest Prudential Financial seller in Q1 2024 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q1 2024.