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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
CAM
1201
Clarity Asset Management
Iowa
$14.5K +$236 +2 +2%
CPA
1202
Capital Performance Advisors
California
$14.3K +$13.9K +118 New
MAM
1203
Meeder Asset Management
Ohio
$14.3K -$946 -8 -6%
AW
1204
Avion Wealth
Texas
$14K +$473 +4 +3%
FWA
1205
FSC Wealth Advisors
New York
$13.7K
T
1206
Tidemark
California
$13.1K
PP
1207
PrairieView Partners
Minnesota
$13K
UCI
1208
Uncommon Cents Investing
Wisconsin
$12.7K +$12.4K +105 New
AA
1209
Addison Advisors
Vermont
$12.4K +$8.51K +72 +240%
VAMG
1210
Voisard Asset Management Group
Michigan
$12.1K -$10.2K -86 -46%
ZRP
1211
Zynergy Retirement Planning
New Jersey
$12.1K -$7.45K -63 -39%
GJIA
1212
Glass Jacobson Investment Advisors
Maryland
$12.1K
IRAG
1213
Investment Research & Advisory Group
Georgia
$12.1K
OPTFSNA
1214
Old Point Trust & Financial Services N A
Virginia
$12.1K
FAM
1215
Flaharty Asset Management
Florida
$12.1K +$11.8K +100 New
DF
1216
Dunhill Financial
United Kingdom
$12.1K -$2.72K -23 -19%
CJL
1217
Cyrus J. Lawrence
New York
$12K
SSG
1218
Summit Securities Group
New York
$12K
BWP
1219
Baldwin Wealth Partners
Massachusetts
$12K +$11.7K +99 New
VWA
1220
Valued Wealth Advisors
Utah
$11.6K -$1.42K -12 -11%
GSEP
1221
Golden State Equity Partners
California
$11.6K -$198K -1,672 -95%
IFS
1222
Intelligent Financial Strategies
Minnesota
$11.5K
DPW
1223
DiNuzzo Private Wealth
Pennsylvania
$11.5K +$236 +2 +2%
HDIM
1224
Hanson & Doremus Investment Management
Vermont
$11K
SL
1225
Salomon & Ludwin
Virginia
$10.9K

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.