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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
ECM
1251
Everence Capital Management
Indiana
$1.66K – – –
KHC
1252
Koesten Hirschmann & Crabtree
Kansas
$1.64K – – –
S
1253
Sachetta
Massachusetts
$1.56K – – –
IA
1254
IFS Advisors
Kansas
$1.41K – – –
CAC
1255
Core Alternative Capital
Georgia
$1.17K -$12.1K -112 -92%
RFG
1256
RFP Financial Group
Georgia
$1.17K -$4.74K -44 -81%
GWSA
1257
Global Wealth Strategies & Associates
Colorado
$1.17K – – –
RS
1258
Rakuten Securities
Japan
$939 -$2.37K -22 -73%
TWP
1259
TFO Wealth Partners
Ohio
$704 – – –
WWM
1260
Wolff Wiese Magana
California
$587 – – –
HWP
1261
Highline Wealth Partners
California
$470 – – –
LSA
1262
Leonteq Securities AG
Switzerland
$117 -$127K -1,178 -100%
WA
1263
WestEnd Advisors
North Carolina
$117 +$108 +1 New
Two Sigma Advisers
1264
Two Sigma Advisers
New York
– -$40.6M -391,600 Closed
Two Sigma Investments
1265
Two Sigma Investments
New York
– -$12.4M -119,786 Closed
CM
1266
Crestline Management
Texas
– -$6.22M -60,000 Closed
QIM
1267
Quantitative Investment Management
Virginia
– -$4.29M -41,376 Closed
CC
1268
Cipher Capital
New York
– -$3.62M -34,934 Closed
GBWM
1269
Granite Bay Wealth Management
New Hampshire
– -$3.18M -33,138 Closed
TC
1270
Trilogy Capital
California
– -$2.9M -27,949 Closed
Walleye Trading
1271
Walleye Trading
New York
– -$2.95M -27,330 Closed
QC
1272
Quadrature Capital
United Kingdom
– -$2.33M -22,496 Closed
BBNA
1273
Bremer Bank National Association
Minnesota
– -$2.05M -19,814 Closed
RB
1274
Rodgers Brothers
Pennsylvania
– -$1.92M -18,482 Closed
LD
1275
Lipe & Dalton
New York
– -$1.21M -11,652 Closed
49 50
51
52 53

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.