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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
KWMG
1001
King Wealth Management Group
Florida
$200K -$8.63K -73 -4%
A
1002
Allianz
Germany
$200K
LB
1003
Legacy Bridge
Iowa
$194K
SIM
1004
Sentry Investment Management
Wisconsin
$192K
SOW
1005
State of Wyoming
Wyoming
$191K +$186K +1,576 New
GCM
1006
Gables Capital Management
Florida
$190K
EB
1007
Eastern Bank
Massachusetts
$184K -$1.43M -12,110 -89%
CF
1008
Centaurus Financial
California
$182K -$11.1K -94 -6%
SWM
1009
Sugarloaf Wealth Management
Georgia
$177K +$355 +3 +0.2%
GFPC
1010
Global Financial Private Client
Florida
$171K
BBHC
1011
Brown Brothers Harriman & Co
New York
$171K +$23.2K +196 +16%
TC
1012
Trust Company
Kansas
$170K
TFM
1013
TFC Financial Management
Massachusetts
$166K
HCM
1014
Hollencrest Capital Management
California
$165K -$118 -1 -0.1%
GWP
1015
Gen-Wealth Partners
Michigan
$160K +$709 +6 +0.5%
YDMI
1016
Y.D. More Investments
Israel
$154K +$4.61K +39 +3%
WT
1017
Washington Trust
Rhode Island
$152K
CFM
1018
Catalyst Funds Management
Australia
$145K +$35.5K +300 +33%
CSB
1019
City State Bank
Iowa
$144K
BFPW
1020
BOK Financial Private Wealth
Colorado
$142K -$47.5K -402 -26%
CFO
1021
CVA Family Office
Colorado
$140K +$9.22K +78 +7%
BIG
1022
Brooklyn Investment Group
New York
$135K +$132K +1,118 New
AA
1023
Alta Advisers
United Kingdom
$133K
NFA
1024
Northwest Financial Advisors
Virginia
$133K +$130K +1,097 New
PWMG
1025
Prestige Wealth Management Group
New Jersey
$132K -$5.2K -44 -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.