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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
DFA
1151
DHJJ Financial Advisors
Illinois
$27.4K
IWP
1152
IAG Wealth Partners
Wisconsin
$27.3K
KFS
1153
Kelly Financial Services
Massachusetts
$27K +$115 +1 +0.4%
RFG
1154
REAP Financial Group
Texas
$27K -$2.42K -21 -8%
CFD
1155
Creative Financial Designs
Indiana
$26.8K +$115 +1 +0.4%
CHA
1156
Carmichael Hill & Associates
Maryland
$26.6K +$4.62K +40 +21%
TF
1157
Tompkins Financial
New York
$26.6K +$15.3K +133 +141%
APC
1158
Aspire Private Capital
North Carolina
$26.3K
BIA
1159
Bell Investment Advisors
California
$26.3K +$8.43K +73 +48%
PMFA
1160
Plante Moran Financial Advisors
Michigan
$25.3K
CH
1161
Canton Hathaway
Rhode Island
$25K
TCG
1162
Transcendent Capital Group
Oklahoma
$24.8K -$400K -3,469 -94%
CMP
1163
Coston McIsaac & Partners
Maine
$24K
SWC
1164
Spectrum Wealth Counsel
Indiana
$23.4K
TIM
1165
Thompson Investment Management
Wisconsin
$23.4K
TCPG
1166
Trivant Custom Portfolio Group
California
$22.7K
VCM
1167
Versant Capital Management
Arizona
$22.6K +$15.3K +133 +222%
HF
1168
Halpern Financial
Virginia
$22.5K
VAMG
1169
Voisard Asset Management Group
Michigan
$21.8K
CAM
1170
Creekmur Asset Management
Illinois
$21.5K -$7.16K -62 -25%
KA
1171
Kozak & Associates
Colorado
$20.4K +$231 +2 +1%
SIS
1172
Strategic Investment Solutions
Illinois
$19.8K +$20.4K +177 New
CMA
1173
Cedar Mountain Advisors
Oregon
$19.3K
CB
1174
Centennial Bank
Arkansas
$19.3K
AT
1175
Avalon Trust
New Mexico
$19.2K

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.