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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
NBT
1101
Northwest Bank & Trust
Iowa
$55.8K
CAL
1102
Capital Analysts LLC
Pennsylvania
$54K
AA
1103
Ancora Advisors
Ohio
$53.9K +$39.6K +335 +305%
FFO
1104
Fortitude Family Office
Arizona
$53K +$20.6K +174 +66%
SGC
1105
Slocum, Gordon & Co
Rhode Island
$52.4K
PA
1106
PSI Advisors
Florida
$52.2K +$236 +2 +0.5%
USB
1107
Union Savings Bank
Connecticut
$50.9K
SHIM
1108
Stone House Investment Management
Pennsylvania
$50.7K +$355 +3 +0.7%
CT
1109
Colonial Trust
South Carolina
$50.4K -$3.55K -30 -7%
RDFA
1110
Ritter Daniher Financial Advisory
Ohio
$49.9K
SNB
1111
Security National Bank
Nebraska
$48.4K
DWM
1112
Darwin Wealth Management
Florida
$47.5K +$46.3K +392 New
MWA
1113
MFA Wealth Advisors
Pennsylvania
$47K
BBPWM
1114
Blue Bell Private Wealth Management
Pennsylvania
$46.6K +$3.9K +33 +9%
MHR
1115
Matthew Hamilton Rosenberg
$46.5K
VF
1116
VitalStone Financial
Texas
$46.2K +$591 +5 +1%
GIA
1117
GHP Investment Advisors
Colorado
$45.9K +$31.4K +266 +235%
FG
1118
Fairman Group
Pennsylvania
$45.8K +$473 +4 +1%
IAIM
1119
International Assets Investment Management
Florida
$45.5K +$150M +1,267,571 +4,131%
ECM
1120
Estabrook Capital Management
New York
$44.8K +$11.2K +95 +35%
SC
1121
Stephens Consulting
Michigan
$44.4K
TF
1122
Tompkins Financial
New York
$44.4K +$16.6K +140 +62%
HWM
1123
Hemington Wealth Management
Virginia
$43K +$42.1K +356 New
ZB
1124
Zions Bancorporation
Utah
$42.7K -$7.57K -64 -15%
BGAI
1125
Bruce G. Allen Investments
Colorado
$42.6K -$118 -1 -0.3%

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.