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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
EL
1001
EMFO LLC
Florida
$182K +$179K +1,550 New
AssetMark Inc
1002
AssetMark Inc
California
$178K -$2.16M -18,746 -93%
FFA
1003
Founders Financial Alliance
North Carolina
$176K -$102K -887 -37%
SAM
1004
Smartleaf Asset Management
Massachusetts
$173K +$21K +182 +14%
SWM
1005
Sugarloaf Wealth Management
Georgia
$171K +$81.6K +707 +94%
GFPC
1006
Global Financial Private Client
Florida
$165K
TC
1007
Trust Company
Kansas
$164K
BEI
1008
Benjamin Edwards Inc
Missouri
$162K -$231 -2 -0.1%
TFM
1009
TFC Financial Management
Massachusetts
$161K
CAS
1010
Coppell Advisory Solutions
Texas
$160K +$157K +1,364 New
AFWM
1011
Abich Financial Wealth Management
Virginia
$160K +$20.2K +175 +15%
HCM
1012
Hollencrest Capital Management
California
$160K
OP
1013
ORG Partners
Indiana
$156K +$153K +1,329 New
GWP
1014
Gen-Wealth Partners
Michigan
$148K -$3.58K -31 -2%
WT
1015
Washington Trust
Rhode Island
$147K +$36.4K +315 +33%
YDMI
1016
Y.D. More Investments
Israel
$145K +$142K +1,234 New
BBHC
1017
Brown Brothers Harriman & Co
New York
$142K -$9.46K -82 -6%
CSB
1018
City State Bank
Iowa
$139K
MG
1019
Mather Group
Illinois
$133K +$52.5K +455 +67%
PWMG
1020
Prestige Wealth Management Group
New Jersey
$132K -$6.92K -60 -5%
MCM
1021
MV Capital Management
Maryland
$132K +$1.04K +9 +0.8%
OIA
1022
Optimum Investment Advisors
Illinois
$132K
AA
1023
Alta Advisers
United Kingdom
$129K
CH
1024
Cromwell Holdings
Wyoming
$127K +$125K +1,082 New
RWMG
1025
Redwood Wealth Management Group
New Jersey
$127K +$125K +1,081 New

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.