Prudential Financial
PRU
1,232 hedge funds and large institutions have $21.8B invested in Prudential Financial in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 390 increasing their positions, 485 reducing their positions, and 62 closing their positions.
148% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 62
15% more capital invested
Capital invested by funds: $19B → $21.8B (+$2.81B)
6% more funds holding
Funds holding: 1,157 → 1,232 (+75)
3.11% more ownership
Funds ownership: 55.18% → 58.29% (+3.1%)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
18% less call options, than puts
Call options by funds: $698M | Put options by funds: $848M
20% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 485
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$624M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$494M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$57.7M |
| 4 |
State Street
Boston,
Massachusetts
|
+$52.2M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$72.8M |
| 2 |
Two Sigma Investments
New York
|
-$45.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$43.4M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$43.2M |
| 5 |
Millennium Management
New York
|
-$35.7M |
PRU Hedge Fund Activity: Q4 2023 in Review
1,232 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Prudential Financial (PRU) for Q4 2023, worth a combined $21.8B — up 15% from $19B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new PRU positions and 62 closed out — a net gain of 92 holders — while 390 added to existing stakes and 485 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $624M. The largest seller was Balyasny Asset Management, cutting an estimated $72.8M.
- 1,232 institutional investors held Prudential Financial (PRU) as of Q4 2023, up from 1,157 in Q3 2023.
- Funds reported $21.8B of Prudential Financial stock for Q4 2023, up 15% quarter-over-quarter.
- 154 funds opened new Prudential Financial positions in Q4 2023 and 62 closed out, a net change of +92 holders.
- The largest Prudential Financial buyer in Q4 2023 was Morgan Stanley, an estimated $624M added.
- The largest Prudential Financial seller in Q4 2023 was Balyasny Asset Management, an estimated $72.8M sold.
Based on aggregated 13F filings for Q4 2023.