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Prudential Financial
PRU

1,263 hedge funds and large institutions have $24.1B invested in Prudential Financial in 2024 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 462 increasing their positions, 453 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 74

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

10% more capital invested

Capital invested by funds: $21.8B → $24.1B (+$2.24B)

3% more funds holding

Funds holding: 1,232 → 1,263 (+31)

2% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 453

1.11% less ownership

Funds ownership: 58.29% → 57.19% (-1.1%)

38% less call options, than puts

Call options by funds: $650M | Put options by funds: $1.04B

Holders
1,263
Holders Change
+31
Holders Change %
+2.52%
% of All Funds
18.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.16%
New
121
Increased
462
Reduced
453
Closed
74
Calls
$650M
Puts
$1.04B
Net Calls
-$393M
Net Calls Change
-$243M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$46.9M
3
Millennium Management
Millennium Management
New York
+$43.3M
4
WCM
Wedge Capital Management
North Carolina
+$38.6M
5
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$38.2M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$692M
2
BlackRock
BlackRock
New York
-$150M
3
Goldman Sachs
Goldman Sachs
New York
-$64.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$62.3M
5
Invesco
Invesco
Georgia
-$53.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
1226
Jackson Grant Investment Advisers
Connecticut
$4.93K – – –
SCA
1227
Stuart Chaussee & Associates
California
$4.93K – – –
GJWM
1228
Gilliland Jeter Wealth Management
Arkansas
$4.7K +$4.31K +40 New
WCM
1229
Westend Capital Management
California
$4.58K +$4.2K +39 New
GKIM
1230
GW&K Investment Management
Massachusetts
$4K +$539 +5 +18%
BLC
1231
Brown, Lisle/Cummings
Rhode Island
$3.99K – – –
MTIC
1232
Missouri Trust & Investment Company
Missouri
$3.99K – – –
FPFS
1233
First Personal Financial Services
North Carolina
$3.76K – – –
FCAS
1234
First Command Advisory Services
Texas
$3.76K +$3.45K +32 New
PPWM
1235
PFG Private Wealth Management
Florida
$3.4K -$84.2K -781 -96%
FRA
1236
Front Row Advisors
California
$3.05K – – –
IHWM
1237
Iron Horse Wealth Management
Iowa
$3.05K – – –
HCM
1238
Horrell Capital Management
Arkansas
$3K – – –
FFA
1239
Frazier Financial Advisors
Ohio
$2.94K +$2.69K +25 New
CJ
1240
Caitlin John
Michigan
$2.71K -$108 -1 -4%
M
1241
MOTCO
Texas
$2.35K -$3.66K -34 -63%
NL
1242
NVWM LLC
Pennsylvania
$2.23K +$1.08K +10 +111%
DWM
1243
Dogwood Wealth Management
Kansas
$2.09K – – –
CAL
1244
Capital Advisors Ltd
Ohio
$2K +$647 +6 +43%
PPC
1245
Park Place Capital
Alabama
$2K +$1.83K +17 New
BWAM
1246
Boyd Watterson Asset Management
Ohio
$1.88K – – –
PIS
1247
POM Investment Strategies
North Carolina
$1.88K – – –
CP
1248
Castleview Partners
Texas
$1.79K – – –
BHWM
1249
Beaird Harris Wealth Management
Texas
$1.76K – – –
DAM
1250
Delta Asset Management
Tennessee
$1.76K – – –
48 49
50
51 52

PRU Hedge Fund Activity: Q1 2024 in Review

1,263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q1 2024, worth a combined $24.1B — up 10% from $21.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new PRU positions and 74 closed out — a net gain of 47 holders — while 462 added to existing stakes and 453 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $55.3M. The largest seller was Morgan Stanley, cutting an estimated $692M.

  • 1,263 institutional investors held Prudential Financial (PRU) as of Q1 2024, up from 1,232 in Q4 2023.
  • Funds reported $24.1B of Prudential Financial stock for Q1 2024, up 10% quarter-over-quarter.
  • 121 funds opened new Prudential Financial positions in Q1 2024 and 74 closed out, a net change of +47 holders.
  • The largest Prudential Financial buyer in Q1 2024 was Balyasny Asset Management, an estimated $55.3M added.
  • The largest Prudential Financial seller in Q1 2024 was Morgan Stanley, an estimated $692M sold.

Based on aggregated 13F filings for Q1 2024.