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Prudential Financial

1,299 hedge funds and large institutions have $24.2B invested in Prudential Financial in 2024 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 480 increasing their positions, 472 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 74

3% more funds holding

Funds holding: 1,2631,299 (+36)

2% more repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 472

1% more capital invested

Capital invested by funds: $24.1B → $24.2B (+$159M)

0.4% more ownership

Funds ownership: 57.19%57.58% (+0.4%)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

40% less call options, than puts

Call options by funds: $631M | Put options by funds: $1.04B

Holders
1,299
Holders Change
+36
Holders Change %
+2.85%
% of All Funds
18.76%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.13%
New
124
Increased
480
Reduced
472
Closed
74
Calls
$631M
Puts
$1.04B
Net Calls
-$412M
Net Calls Change
-$19.8M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1276
Dogwood Wealth Management
Kansas
$2.11K
HWP
1277
Highline Wealth Partners
California
$2.11K +$1.62K +14 +350%
CJ
1278
Caitlin John
Michigan
$2.01K -$692 -6 -26%
CAL
1279
Capital Advisors Ltd
Ohio
$2K -$346 -3 -15%
PPC
1280
Park Place Capital
Alabama
$1.99K
BWAM
1281
Boyd Watterson Asset Management
Ohio
$1.88K
PIS
1282
POM Investment Strategies
North Carolina
$1.88K
BHWM
1283
Beaird Harris Wealth Management
Texas
$1.76K
DAM
1284
Delta Asset Management
Tennessee
$1.76K
KHC
1285
Koesten Hirschmann & Crabtree
Kansas
$1.64K
ECM
1286
Everence Capital Management
Indiana
$1.56K
IA
1287
IFS Advisors
Kansas
$1.41K
TWP
1288
Triad Wealth Partners
Kansas
$1.41K +$1.39K +12 New
PO
1289
Private Ocean
California
$1.29K -$4.96K -43 -80%
CAC
1290
Core Alternative Capital
Georgia
$1.17K
GWSA
1291
Global Wealth Strategies & Associates
Colorado
$1.17K
ST
1292
Smithfield Trust
Pennsylvania
$1K -$27.7K -240 -96%
FMP
1293
Financial Management Professionals
Texas
$1K -$9.46K -82 -89%
SFCL
1294
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.04K +9 New
RFG
1295
RFP Financial Group
Georgia
$938 -$231 -2 -20%
NMG
1296
New Millennium Group
Utah
$625 +$577 +5 New
WWM
1297
Wolff Wiese Magana
California
$586
WA
1298
WestEnd Advisors
North Carolina
$234 +$115 +1 +100%
CP
1299
Castleview Partners
Texas
$117 -$1.62K -14 -93%
Voloridge Investment Management
1300
Voloridge Investment Management
Florida
-$64.1M -546,389 Closed

PRU Hedge Fund Activity: Q2 2024 in Review

1,299 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q2 2024, worth a combined $24.2B — up 0.66% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new PRU positions and 74 closed out — a net gain of 50 holders — while 480 added to existing stakes and 472 trimmed.

The largest buyer was UBS AM, adding an estimated $80.2M. The largest seller was Voloridge Investment Management, exiting entirely with an estimated $64.1M sold.

  • 1,299 institutional investors held Prudential Financial (PRU) as of Q2 2024, up from 1,263 in Q1 2024.
  • Funds reported $24.2B of Prudential Financial stock for Q2 2024, up 0.66% quarter-over-quarter.
  • 124 funds opened new Prudential Financial positions in Q2 2024 and 74 closed out, a net change of +50 holders.
  • The largest Prudential Financial buyer in Q2 2024 was UBS AM, an estimated $80.2M added.
  • The largest Prudential Financial seller in Q2 2024 was Voloridge Investment Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2024.