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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
RI
1276
Ridgewood Investments
New Jersey
– -$1M -9,660 Closed
FI
1277
FJ Investments
Utah
– -$931K -8,980 Closed
PWS
1278
Peloton Wealth Strategists
Indiana
– -$876K -8,450 Closed
MCIA
1279
Mountain Capital Investment Advisors
Colorado
– -$823K -7,872 Closed
GLR
1280
Great Lakes Retirement
Ohio
– -$746K -7,193 Closed
GS
1281
GTS Securities
New York
– -$757K -7,028 Closed
BO
1282
Bank OZK
Arkansas
– -$700K -6,754 Closed
AP
1283
Appleton Partners
Massachusetts
– -$489K -4,717 Closed
HIM
1284
Hillsdale Investment Management
Ontario, Canada
– -$470K -4,530 Closed
PI
1285
PEAK6 Investments
Illinois
– -$474K -4,400 Closed
MC
1286
Machina Capital
France
– -$436K -4,206 Closed
ARC
1287
Advisor Resource Council
Texas
– -$433K -4,171 Closed
DA
1288
DCM Advisors
New York
– -$394K -3,800 Closed
NRD
1289
Nebula Research & Development
New York
– -$385K -3,709 Closed
CC
1290
Corton Capital
Ontario, Canada
– -$352K -3,394 Closed
MPW
1291
Monterey Private Wealth
California
– -$345K -3,330 Closed
AHL
1292
Abel Hall LLC
Louisiana
– -$333K -3,212 Closed
CCIA
1293
Campbell & Co Investment Adviser
Maryland
– -$325K -3,136 Closed
SIM
1294
Stratos Investment Management
Ohio
– -$324K -3,123 Closed
FT
1295
Fiduciary Trust
Massachusetts
– -$316K -3,048 Closed
RCM
1296
Richardson Capital Management
Wisconsin
– -$311K -3,000 Closed
MM
1297
MQS Management
New York
– -$280K -2,703 Closed
ET
1298
Entropy Technologies
New York
– -$278K -2,678 Closed
EP
1299
Edgestream Partners
New Jersey
– -$271K -2,616 Closed
MIS
1300
Morningstar Investment Services
Illinois
– -$271K -2,596 Closed
50 51
52
53 54

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.