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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
SEIA
951
Signature Estate & Investment Advisors
California
$234K +$5.91K +50 +3%
PSFG
952
Prairie Sky Financial Group
Illinois
$233K +$473 +4 +0.2%
TPCW
953
TD Private Client Wealth
New York
$232K +$6.5K +55 +3%
JE
954
JMAC Enterprises
Pennsylvania
$231K +$709 +6 +0.3%
BFC
955
Bedel Financial Consulting
Indiana
$231K +$2.01K +17 +0.9%
HTC
956
Haverford Trust Company
Pennsylvania
$230K +$9.34K +79 +4%
EHWM
957
Eads & Heald Wealth Management
Georgia
$230K -$1.77K -15 -0.8%
RPWA
958
Regent Peak Wealth Advisors
Georgia
$229K +$4.85K +41 +2%
ACI
959
Alpha Cubed Investments
California
$229K -$118K -1,000 -35%
FCP
960
Fidelis Capital Partners
Florida
$227K -$8.63K -73 -4%
SMA
961
Sage Mountain Advisors
Georgia
$227K -$80.3K -679 -27%
EFS
962
Essex Financial Services
Connecticut
$225K +$212K +1,794 New
GFS
963
GYL Financial Synergies
Connecticut
$225K -$1.77K -15 -0.8%
CS
964
Cannell & Spears
New York
$224K
SCM
965
Silvant Capital Management
Georgia
$223K
OC
966
Oakworth Capital
Alabama
$222K +$5.91K +50 +3%
CFA
967
CWS Financial Advisors
Michigan
$222K +$1.77K +15 +0.8%
HA
968
Hofer & Associates
California
$221K +$6.74K +57 +3%
MFC
969
Mechanics Financial Corp
Ohio
$221K
CAM
970
Cozad Asset Management
Illinois
$219K
PWMAG
971
Pinnacle Wealth Management Advisory Group
New Jersey
$218K +$355 +3 +0.2%
AAG
972
Armstrong Advisory Group
Massachusetts
$218K -$12.3K -104 -5%
SBIA
973
Sheaff Brock Investment Advisors
Indiana
$218K -$3.31K -28 -2%
EWS
974
Eagle Wealth Strategies
New Jersey
$217K +$212K +1,796 New
NW
975
NewEdge Wealth
Pennsylvania
$217K +$8.39K +71 +4%

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.