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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
DWM
1276
Dogwood Wealth Management
Kansas
$2.21K
CJ
1277
Caitlin John
Michigan
$2.17K
PPC
1278
Park Place Capital
Alabama
$2.06K
CAL
1279
Capital Advisors Ltd
Ohio
$2K
FMP
1280
Financial Management Professionals
Texas
$2K +$828 +7 +70%
BWAM
1281
Boyd Watterson Asset Management
Ohio
$1.94K
PIS
1282
POM Investment Strategies
North Carolina
$1.94K
BHWM
1283
Beaird Harris Wealth Management
Texas
$1.82K
KHC
1284
Koesten Hirschmann & Crabtree
Kansas
$1.7K
HWP
1285
Highline Wealth Partners
California
$1.58K -$591 -5 -28%
IA
1286
IFS Advisors
Kansas
$1.45K
CYG
1287
Clean Yield Group
Vermont
$1.33K +$1.3K +11 New
PGAM
1288
Princeton Global Asset Management
New Jersey
$1.21K -$10.9K -92 -90%
CAC
1289
Core Alternative Capital
Georgia
$1.21K
GWSA
1290
Global Wealth Strategies & Associates
Colorado
$1.21K
RS
1291
Rakuten Securities
Japan
$848 -$5.67K -48 -87%
NMG
1292
New Millennium Group
Utah
$653
WWM
1293
Wolff Wiese Magana
California
$606
CAM
1294
Chesapeake Asset Management
New York
$605 +$591 +5 New
AIM
1295
Aurora Investment Managers
Florida
$408 +$4.14K +35 +1%
WA
1296
WestEnd Advisors
North Carolina
$363 +$118 +1 +50%
WBC
1297
West Branch Capital
Massachusetts
$243 +$236 +2 New
MFA
1298
McClarren Financial Advisors
Pennsylvania
$55 +$37.8K +320 +91%
CMP
1299
Coston McIsaac & Partners
Maine
$25
Balyasny Asset Management
1300
Balyasny Asset Management
Illinois
-$83.4M -705,839 Closed

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.