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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
PCP
1351
Proficio Capital Partners
Massachusetts
-$214K -1,827 Closed
SLT
1352
St Louis Trust
Missouri
-$207K -1,765 Closed
MWPCG
1353
Measured Wealth Private Client Group
New Hampshire
-$205K -1,746 Closed
PWW
1354
Pettyjohn Wood & White
Virginia
-$203K -1,735 Closed
TCOT
1355
Trust Company of Toledo
Ohio
-$203K -1,732 Closed
GI
1356
Gradient Investments
Minnesota
-$183K -1,563 Closed
FFA
1357
Founders Financial Alliance
North Carolina
-$176K -1,502 Closed
OP
1358
ORG Partners
Indiana
-$156K -1,329 Closed
RWMG
1359
Redwood Wealth Management Group
New Jersey
-$127K -1,081 Closed
PP
1360
Paloma Partners
Connecticut
-$120K -1,023 Closed
GTAM
1361
Global Trust Asset Management
Florida
-$119K -1,014 Closed
LTI
1362
Laffer Tengler Investments
Tennessee
-$99.8K -852 Closed
TSWM
1363
Tyler-Stone Wealth Management
Ohio
-$79.9K -682 Closed
CB
1364
Chris Bulman
California
-$78.7K -672 Closed
CBT
1365
Central Bank & Trust
Kentucky
-$73.7K -629 Closed
GLR
1366
Great Lakes Retirement
Ohio
-$71.9K -614 Closed
NFSG
1367
Newbridge Financial Services Group
Florida
-$70K -597 Closed
SFS
1368
Symphony Financial Services
Ohio
-$227K -581 Closed
ATPW
1369
Ashton Thomas Private Wealth
Arizona
-$65.3K -557 Closed
TFF
1370
The Family Firm
Maryland
-$54.3K -463 Closed
IWA
1371
IBEX Wealth Advisors
New Jersey
-$45.6K -389 Closed
OWA
1372
Opal Wealth Advisors
New York
-$45.5K -388 Closed
HB
1373
Horizon Bancorp
Indiana
-$35K -300 Closed
LIA
1374
Lynx Investment Advisory
District of Columbia
-$29.5K -252 Closed
KFS
1375
Kelly Financial Services
Massachusetts
-$27K -231 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.