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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.88B -$8.68M -75,226 -0.2%
BlackRock
2
BlackRock
New York
$3.68B +$29.7M +257,612 +0.8%
State Street
3
State Street
Massachusetts
$1.99B +$17.7M +153,312 +0.9%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$973M -$2.71M -23,509 -0.3%
Morgan Stanley
5
Morgan Stanley
New York
$741M -$9.7M -84,036 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$493M -$1.77M -15,376 -0.4%
Northern Trust
7
Northern Trust
Illinois
$460M -$4.84M -41,952 -1%
Invesco
8
Invesco
Georgia
$409M +$41.2M +356,786 +11%
UBS AM
9
UBS AM
Illinois
$353M +$80.2M +694,952 +30%
Goldman Sachs
10
Goldman Sachs
New York
$335M +$4.11M +35,630 +1%
Legal & General Group
11
Legal & General Group
United Kingdom
$333M +$23.9M +206,695 +8%
NLI
12
Nippon Life Insurance
Japan
$300M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$297M -$6.51M -56,363 -2%
Charles Schwab
14
Charles Schwab
California
$280M +$1.64M +14,195 +0.6%
Bank of America
15
Bank of America
North Carolina
$239M +$4.23M +36,654 +2%
N
16
Nuveen
North Carolina
$202M +$2.32M +20,091 +1%
Ameriprise
17
Ameriprise
Minnesota
$179M +$62.7M +542,825 +55%
Amundi
18
Amundi
France
$167M +$7.27M +62,997 +5%
Mariner
19
Mariner
Kansas
$163M +$7.37M +63,887 +5%
UBS Group
20
UBS Group
Switzerland
$151M -$4.91M -42,538 -3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$150M +$59M +511,594 +66%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$148M +$8.02M +69,471 +6%
A
23
AustralianSuper
Australia
$145M +$3.94M +34,160 +3%
JP Morgan Chase
24
JP Morgan Chase
New York
$141M -$56.2M -486,504 -29%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$129M +$2.33M +20,213 +2%

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.