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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
EWA
976
EverSource Wealth Advisors
Alabama
$216K +$5.91K +50 +3%
LWL
977
Leo Wealth LLC
Texas
$216K +$211K +1,785 New
Los Angeles Capital Management
978
Los Angeles Capital Management
California
$215K
APWA
979
Atlas Private Wealth Advisors
New Jersey
$215K -$26.7K -226 -11%
HWA
980
Heritage Wealth Advisors
Virginia
$214K +$19.4K +164 +10%
FRA
981
Frank Rimerman Advisors
California
$213K -$1.7M -14,391 -89%
SN
982
Sittner & Nelson
Oregon
$213K
AA
983
Auxano Advisors
Washington
$213K -$2.6K -22 -1%
PWAC
984
Private Wealth Advisors (California)
California
$212K
WDA
985
Wendell David Associates
New Hampshire
$212K
IGAM
986
iA Global Asset Management
Quebec, Canada
$211K -$739K -6,249 -78%
NL
987
NWAM LLC
Washington
$210K -$23.4K -198 -10%
TTWM
988
TCV Trust & Wealth Management
Virginia
$210K
AIM
989
Anchor Investment Management
South Carolina
$208K
FAM
990
Formidable Asset Management
Ohio
$208K -$23.9K -202 -11%
PCM
991
Penserra Capital Management
California
$207K +$2.36K +20 +1%
SAW
992
Signal Advisors Wealth
Michigan
$206K +$201K +1,701 New
CFG
993
Cooper Financial Group
California
$206K +$201K +1,699 New
CPSAC
994
Chas P. Smith & Associates (CPS)
Florida
$202K +$197K +1,668 New
NCM
995
Narwhal Capital Management
Georgia
$202K +$197K +1,666 New
SWP
996
ShoreHaven Wealth Partners
New Jersey
$201K +$197K +1,663 New
PWM
997
Paulson Wealth Management
Illinois
$201K +$196K +1,659 New
SPW
998
Sonoma Private Wealth
California
$201K +$196K +1,656 New
FMII
999
Farmers & Merchants Investments Inc
Nebraska
$200K -$11.8K -100 -6%
AG
1000
Ascent Group
Virginia
$200K +$196K +1,654 New

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.