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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
LWCFA
1076
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75.2K
AFWM
1077
Abich Financial Wealth Management
Virginia
$74.5K -$88.3K -747 -55%
SIC
1078
Salem Investment Counselors
North Carolina
$73.3K +$15.4K +130 +27%
VNA
1079
Valley National Advisers
Pennsylvania
$71K -$50K -423 -42%
ABWM
1080
Alpine Bank Wealth Management
Colorado
$70.8K +$69.2K +585 New
PP
1081
PFS Partners
New Jersey
$70.7K -$5.67K -48 -8%
HIA
1082
Harbor Investment Advisory
Maryland
$69K -$236 -2 -0.3%
BCMLT
1083
Beacon Capital Management LLC (Tennessee)
Tennessee
$68.8K
AIC
1084
Archer Investment Corporation
Indiana
$65.7K
CPG
1085
Cornerstone Planning Group
New Jersey
$65.5K +$8.16K +69 +15%
DJSG
1086
D.J. St. Germain
Massachusetts
$65K -$2.96K -25 -4%
MFT
1087
Moisand Fitzgerald Tamayo
Florida
$64.5K
VWM
1088
Venturi Wealth Management
Texas
$64.3K +$2.36K +20 +4%
TC
1089
Tacita Capital
Ontario, Canada
$64.2K +$16K +135 +34%
FCA
1090
FinTrust Capital Advisors
South Carolina
$63.2K -$53.4K -452 -46%
FGA
1091
Fortis Group Advisors
New Jersey
$63.2K
CWP
1092
Concord Wealth Partners
Virginia
$62.7K -$1.77K -15 -3%
LSA
1093
Leonteq Securities AG
Switzerland
$61.9K +$25.4K +215 +73%
WWP
1094
WR Wealth Planners
Missouri
$61.9K +$43.6K +369 +260%
MSFP
1095
Mark Sheptoff Financial Planning
Connecticut
$60.5K
FFWM
1096
Future Financial Wealth Management
Ohio
$60.5K +$59.1K +500 New
C
1097
Covestor
United Kingdom
$60K -$8.39K -71 -13%
TFA
1098
Toth Financial Advisory
Virginia
$59.1K
SWA
1099
SOA Wealth Advisors
New York
$58.9K +$236 +2 +0.4%
AGWCA
1100
Annis Gardner Whiting Capital Advisors
Florida
$58.3K -$7.45K -63 -12%

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.