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Prudential

168 hedge funds and large institutions have $402M invested in Prudential in 2024 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 58 increasing their positions, 66 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more call options, than puts

Call options by funds: $263K | Put options by funds: $116K

0.1% less ownership

Funds ownership: 1.05%0.95% (-0.1%)

10% less funds holding

Funds holding: 186168 (-18)

12% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 66

23% less capital invested

Capital invested by funds: $520M → $402M (-$117M)

30% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 47

Holders
168
Holders Change
-18
Holders Change %
-9.68%
% of All Funds
2.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
58
Reduced
66
Closed
47
Calls
$263K
Puts
$116K
Net Calls
+$147K
Net Calls Change
+$458K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
51
Citadel Advisors
Florida
$725K -$4.31M -257,094 -85%
TRCT
52
Tower Research Capital (TRC)
New York
$652K +$215K +12,827 +46%
VPIM
53
Vanguard Personalized Indexing Management
California
$623K +$260K +15,534 +66%
Kovitz Investment Group Partners
54
Kovitz Investment Group Partners
Illinois
$594K +$9.35K +558 +2%
EGM
55
Engineers Gate Manager
New York
$564K -$302K -17,994 -34%
EARNEST Partners
56
EARNEST Partners
Georgia
$556K -$6.75K -403 -1%
GI
57
Gradient Investments
Minnesota
$509K +$132K +7,892 +33%
GM
58
GeoWealth Management
Illinois
$507K -$74K -4,418 -12%
LPL Financial
59
LPL Financial
California
$499K -$247K -14,722 -32%
GWMR
60
GC Wealth Management RIA
Massachusetts
$491K -$98.1K -5,855 -16%
FRM
61
Fox Run Management
Connecticut
$469K +$493K +29,447 New
HT
62
Headlands Technologies
Illinois
$412K -$642K -38,341 -60%
FA
63
Fedenia Advisers
Wisconsin
$405K +$426K +25,393 New
NW
64
NewEdge Wealth
Pennsylvania
$405K +$213K +12,731 +101%
VAS
65
Vestmark Advisory Solutions
Massachusetts
$405K +$220K +13,131 +107%
AI
66
Atria Investments
North Carolina
$382K -$608K -36,293 -60%
QT
67
Quantbot Technologies
New York
$382K +$401K +23,954 New
BCM
68
Barometer Capital Management
Ontario, Canada
$378K +$191K +11,400 +107%
S
69
SignatureFD
Georgia
$377K +$221K +13,213 +126%
LWAM
70
Legacy Wealth Asset Management
Minnesota
$349K -$67.2K -4,008 -15%
SCM
71
Shelton Capital Management
Colorado
$334K -$148K -8,835 -30%
HighTower Advisors
72
HighTower Advisors
Illinois
$331K -$334K -19,955 -49%
Mariner
73
Mariner
Kansas
$325K +$42.1K +2,514 +14%
OSAM
74
O'Shaughnessy Asset Management
Connecticut
$305K +$320K +19,120 New
ACM
75
Aquatic Capital Management
Illinois
$277K +$291K +17,377 New

PUK Hedge Fund Activity: Q4 2024 in Review

168 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q4 2024, worth a combined $402M — down 23% from $520M a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of PUK and 33 opened new positions — a net loss of 14 holders — while 66 trimmed existing stakes and 58 added.

The largest buyer was Bank of Montreal, adding an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $33.7M.

  • 168 institutional investors held Prudential (PUK) as of Q4 2024, down from 186 in Q3 2024.
  • Funds reported $402M of Prudential stock for Q4 2024, down 23% quarter-over-quarter.
  • 33 funds opened new Prudential positions in Q4 2024 and 47 closed out, a net change of -14 holders.
  • The largest Prudential buyer in Q4 2024 was Bank of Montreal, an estimated $16.2M added.
  • The largest Prudential seller in Q4 2024 was BlackRock, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2024.