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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.04B -$1.1M -9,347 -0%
BlackRock
2
BlackRock
New York
$3.87B +$63.8M +539,908 +2%
State Street
3
State Street
Massachusetts
$2.06B +$5.89M +49,830 +0.3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$1.05B +$40.4M +341,787 +4%
Morgan Stanley
5
Morgan Stanley
New York
$778M +$12M +101,327 +2%
Invesco
6
Invesco
Georgia
$523M +$98.5M +833,269 +24%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$507M -$1.88M -15,899 -0.4%
Northern Trust
8
Northern Trust
Illinois
$459M -$16.4M -139,102 -4%
UBS AM
9
UBS AM
Illinois
$370M +$5.62M +47,561 +2%
Goldman Sachs
10
Goldman Sachs
New York
$369M +$22.5M +190,559 +7%
Legal & General Group
11
Legal & General Group
United Kingdom
$342M -$1.74M -14,688 -0.5%
NLI
12
Nippon Life Insurance
Japan
$310M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$296M -$10.3M -87,159 -3%
Charles Schwab
14
Charles Schwab
California
$289M -$1.04M -8,758 -0.4%
Bank of America
15
Bank of America
North Carolina
$256M +$9.1M +76,998 +4%
N
16
Nuveen
North Carolina
$210M +$607K +5,131 +0.3%
Ameriprise
17
Ameriprise
Minnesota
$195M +$9.87M +83,451 +5%
Deutsche Bank
18
Deutsche Bank
Germany
$176M +$49M +414,657 +40%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$175M +$40.7M +344,254 +31%
Mariner
20
Mariner
Kansas
$173M +$3.73M +31,567 +2%
JP Morgan Chase
21
JP Morgan Chase
New York
$159M +$13.3M +112,336 +9%
Aberdeen Group
22
Aberdeen Group
United Kingdom
$158M +$5.91M +50,026 +4%
A
23
AustralianSuper
Australia
$153M +$3.36M +28,459 +2%
UBS Group
24
UBS Group
Switzerland
$145M -$10.1M -85,113 -7%
Amundi
25
Amundi
France
$140M -$29.5M -249,644 -18%

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.