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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
GLR
1076
Great Lakes Retirement
Ohio
$71.9K +$70.9K +614 New
KFI
1077
Key Financial Inc
Pennsylvania
$71.3K +$4.73K +41 +7%
LFG
1078
Larson Financial Group
Missouri
$71.1K +$27.9K +242 +66%
NFSG
1079
Newbridge Financial Services Group
Florida
$70K +$34.3K +297 +99%
IBOK
1080
Independence Bank of Kentucky
Kentucky
$67.6K
HIA
1081
Harbor Investment Advisory
Maryland
$67K +$231 +2 +0.4%
BCMLT
1082
Beacon Capital Management LLC (Tennessee)
Tennessee
$66.6K
C
1083
Covestor
United Kingdom
$66K +$42.1K +365 +183%
DJSG
1084
D.J. St. Germain
Massachusetts
$65.9K -$35.2K -305 -35%
ATPW
1085
Ashton Thomas Private Wealth
Arizona
$65.3K +$64.3K +557 New
AGWCA
1086
Annis Gardner Whiting Capital Advisors
Florida
$63.8K -$2.19K -19 -3%
AIC
1087
Archer Investment Corporation
Indiana
$63.5K +$26K +225 +71%
CWP
1088
Concord Wealth Partners
Virginia
$62.5K -$14.3K -124 -19%
MFT
1089
Moisand Fitzgerald Tamayo
Florida
$62.5K -$41.1K -356 -40%
FGA
1090
Fortis Group Advisors
New Jersey
$61.2K
VWM
1091
Venturi Wealth Management
Texas
$59.9K +$35.2K +305 +148%
MSFP
1092
Mark Sheptoff Financial Planning
Connecticut
$58.6K
TFA
1093
Toth Financial Advisory
Virginia
$57.2K
SWA
1094
SOA Wealth Advisors
New York
$56.9K +$115 +1 +0.2%
SIC
1095
Salem Investment Counselors
North Carolina
$55.7K
TFF
1096
The Family Firm
Maryland
$54.3K +$53.4K +463 New
NBT
1097
Northwest Bank & Trust
Iowa
$54K
T
1098
TOBAM
France
$54K -$164K -1,424 -75%
CT
1099
Colonial Trust
South Carolina
$52.3K -$3.12K -27 -6%
CAL
1100
Capital Analysts LLC
Pennsylvania
$52K

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.