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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
EBA
1226
Eagle Bay Advisors
New York
$10.3K -$1.18K -10 -11%
MBFW
1227
Morton Brown Family Wealth
Pennsylvania
$10.3K
RBC
1228
Roble Belko & Company
Pennsylvania
$10K
RWM
1229
Ruedi Wealth Management
Illinois
$9.93K -$1.89K -16 -16%
WAS
1230
Winch Advisory Services
Wisconsin
$9.76K +$118 +1 +1%
CFFP
1231
Center for Financial Planning
Michigan
$9.41K -$2.36K -20 -20%
BAM
1232
Bellevue Asset Management
Washington
$9.08K
KWAG
1233
Kiely Wealth Advisory Group
North Carolina
$9.04K
HFM
1234
Harvest Fund Management
China
$9K -$353K -2,988 -98%
OAJ
1235
Ogorek Anthony Joseph
New York
$9K
SFA
1236
Semmax Financial Advisors
North Carolina
$8.96K -$4.73K -40 -36%
SFFS
1237
Stonehage Fleming Financial Services
Jersey
$8.96K
OW
1238
Olistico Wealth
Oklahoma
$8.21K -$7.8K -66 -50%
WBWA
1239
William B. Walkup & Associates
South Carolina
$8.11K
PFG
1240
Peterson Financial Group
Iowa
$8.02K +$7.8K +66 New
BHWM
1241
Bay Harbor Wealth Management
Maryland
$7.87K
DCM
1242
Davis Capital Management
Florida
$7.87K
FFL
1243
Financial Freedom LLC
Ohio
$7.7K +$118 +1 +2%
RWM
1244
Reston Wealth Management
Virginia
$7.54K +$7.33K +62 New
JFA
1245
JNBA Financial Advisors
Minnesota
$7.51K
LWANC
1246
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.39K +$118 +1 +2%
AWM
1247
Abound Wealth Management
Tennessee
$7.21K
AP
1248
Aspect Partners
Virginia
$7.14K
CT
1249
Clearstead Trust
Maine
$7.14K
FNWA
1250
Financial Network Wealth Advisors
Utah
$7.02K -$3.67K -31 -35%

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.