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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
JE
951
JMAC Enterprises
Pennsylvania
$223K -$13.7K -119 -6%
BFC
952
Bedel Financial Consulting
Indiana
$221K +$1.15K +10 +0.5%
SEIA
953
Signature Estate & Investment Advisors
California
$220K +$217K +1,881 New
GFS
954
GYL Financial Synergies
Connecticut
$219K +$216K +1,873 New
TL
955
Tradewinds LLC
North Carolina
$219K +$216K +1,868 New
WA
956
Waverly Advisors
Alabama
$219K +$215K +1,866 New
AC
957
Avestar Capital
New York
$218K +$215K +1,860 New
EWA
958
EverSource Wealth Advisors
Alabama
$218K +$34.4K +298 +21%
TPCW
959
TD Private Client Wealth
New York
$218K -$577 -5 -0.3%
MIS
960
Morningstar Investment Services
Illinois
$217K +$213K +1,847 New
RPWA
961
Regent Peak Wealth Advisors
Georgia
$217K +$346 +3 +0.2%
CS
962
Cannell & Spears
New York
$216K
MPIA
963
Mountain Pacific Investment Advisers
Idaho
$216K
SCM
964
Silvant Capital Management
Georgia
$215K
SBIA
965
Sheaff Brock Investment Advisors
Indiana
$214K -$598K -5,183 -74%
PCP
966
Proficio Capital Partners
Massachusetts
$214K +$5.66K +49 +3%
HTC
967
Haverford Trust Company
Pennsylvania
$214K
MFC
968
Mechanics Financial Corp
Ohio
$213K
CFA
969
CWS Financial Advisors
Michigan
$213K -$95.6K -828 -31%
CAM
970
Cozad Asset Management
Illinois
$212K -$60.7K -526 -23%
MWM
971
Modern Wealth Management
Kansas
$211K +$208K +1,803 New
CFO
972
Callan Family Office
Pennsylvania
$211K +$208K +1,803 New
PWMAG
973
Pinnacle Wealth Management Advisory Group
New Jersey
$211K +$208K +1,799 New
OC
974
Oakworth Capital
Alabama
$209K
PWAC
975
Private Wealth Advisors (California)
California
$209K +$115 +1 +0.1%

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.