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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
CH
1026
Cromwell Holdings
Wyoming
$131K
CT
1027
Coastline Trust
Rhode Island
$125K +$122K +1,030 New
AssetMark Inc
1028
AssetMark Inc
California
$124K -$58K -491 -32%
MCM
1029
MV Capital Management
Maryland
$123K -$12.8K -108 -10%
CHC
1030
City Holding Co
West Virginia
$123K
TSMHT
1031
Thurston Springer Miller Herd & Titak
Indiana
$120K +$34.8K +294 +42%
LWA
1032
Lowe Wealth Advisors
Maryland
$118K
HPC
1033
HM Payson & Co
Maine
$118K +$7.57K +64 +7%
CAS
1034
Coppell Advisory Solutions
Texas
$118K -$46.2K -391 -29%
MA
1035
Montag & Associates
Georgia
$115K
AIM
1036
Arcadia Investment Management
Michigan
$113K
TCOV
1037
Trust Company of Vermont
Vermont
$110K +$12.9K +109 +14%
EWM
1038
Evermay Wealth Management
Virginia
$109K
RA
1039
Ransom Advisory
Rhode Island
$109K
ICM
1040
Islay Capital Management
Texas
$108K
TC
1041
Truvestments Capital
Florida
$108K +$106K +894 New
AAP
1042
Arax Advisory Partners
Colorado
$105K +$28K +237 +38%
RIL
1043
Rothschild Investment LLC
Illinois
$103K -$6.74K -57 -6%
LI
1044
LRI Investments
Florida
$99.8K +$6.74K +57 +8%
Citadel Advisors
1045
Citadel Advisors
Florida
$99.3K -$1.18M -9,974 -92%
PCMC
1046
Planning Capital Management Corporation
Pennsylvania
$98.9K +$15.8K +134 +20%
CNBTD
1047
Citizens National Bank Trust Department
Mississippi
$96.9K
CCA
1048
Catalyst Capital Advisors
New York
$95.8K +$93.5K +791 New
CA
1049
Continuum Advisory
Idaho
$94.1K -$2.13K -18 -2%
MG
1050
Mather Group
Illinois
$93.6K -$42.6K -360 -32%

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.