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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
PP
1201
PrairieView Partners
Minnesota
$13K
AW
1202
Avion Wealth
Texas
$13K +$5.42K +47 +69%
AA
1203
Ancora Advisors
Ohio
$12.9K -$5.19K -45 -29%
T
1204
Tidemark
California
$12.7K
VWA
1205
Valued Wealth Advisors
Utah
$12.7K +$2.88K +25 +30%
SFA
1206
Semmax Financial Advisors
North Carolina
$12.1K +$4.73K +41 +59%
SSG
1207
Summit Securities Group
New York
$12K +$11.5K +100 New
CJL
1208
Cyrus J. Lawrence
New York
$12K +$12.2K +106 New
PGAM
1209
Princeton Global Asset Management
New Jersey
$11.9K +$115 +1 +1%
GJIA
1210
Glass Jacobson Investment Advisors
Maryland
$11.7K -$20.2K -175 -64%
IRAG
1211
Investment Research & Advisory Group
Georgia
$11.7K
OPTFSNA
1212
Old Point Trust & Financial Services N A
Virginia
$11.7K
RWM
1213
Ruedi Wealth Management
Illinois
$11.5K +$1.85K +16 +20%
CFFP
1214
Center for Financial Planning
Michigan
$11.4K
IFS
1215
Intelligent Financial Strategies
Minnesota
$11.1K
EBA
1216
Eagle Bay Advisors
New York
$11.1K +$577 +5 +6%
HDIM
1217
Hanson & Doremus Investment Management
Vermont
$11K +$10.4K +90 New
DPW
1218
DiNuzzo Private Wealth
Pennsylvania
$10.9K +$577 +5 +6%
CIA
1219
Cape Investment Advisory
Georgia
$10.8K
MBFW
1220
Morton Brown Family Wealth
Pennsylvania
$10.7K
SL
1221
Salomon & Ludwin
Virginia
$10.5K -$2.08K -18 -17%
FNWA
1222
Financial Network Wealth Advisors
Utah
$10.2K +$10.3K +89 New
CWC
1223
Carolinas Wealth Consulting
North Carolina
$9.8K +$115 +1 +1%
S
1224
Sachetta
Massachusetts
$9.45K +$6.92K +60 +400%
DWA
1225
Delos Wealth Advisors
Texas
$9.38K

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.