We are live on ! Find out more
PUK icon

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
CTC
101
Cetera Trust Company
Minnesota
$55.7K -$101K -6,000 -63%
PAM
102
Paradigm Asset Management
New York
$52.6K -$8.38K -500 -13%
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$48.5K +$17.6K +1,049 +53%
FDCDDQ
104
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.2K -$19.1K -1,140 -28%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$38K +$27.2K +1,624 +207%
GI
106
GAMMA Investing
California
$36.7K +$18.9K +1,127 +96%
GWM
107
Geneos Wealth Management
Colorado
$31.5K -$5.21K -311 -14%
AP
108
Advisors Preferred
Maryland
$31.3K +$33.4K +1,993 New
PS
109
Principal Securities
Iowa
$30.5K +$2.61K +156 +9%
WA
110
Whipplewood Advisors
Colorado
$30.2K +$31.8K +1,896 New
SAM
111
Smartleaf Asset Management
Massachusetts
$29.4K +$25.1K +1,497 +417%
GBT
112
Grove Bank & Trust
Florida
$26.7K +$3.59K +214 +15%
BGAI
113
Bruce G. Allen Investments
Colorado
$25.8K -$12.6K -751 -32%
HCP
114
Hexagon Capital Partners
Arkansas
$25.8K +$18.1K +1,081 +202%
FFA
115
Farther Finance Advisors
California
$25.2K +$3.94K +235 +17%
WA
116
WPG Advisers
Maryland
$21.7K +$22.9K +1,364 New
MCM
117
MAI Capital Management
Ohio
$21.5K +$22.6K +1,350 New
RIL
118
Rothschild Investment LLC
Illinois
$17K +$2.01K +120 +13%
AWM
119
Avior Wealth Management
Nebraska
$15.6K +$469 +28 +3%
VWM
120
Venturi Wealth Management
Texas
$15.3K +$11.2K +666 +225%
CFGS
121
Concourse Financial Group Securities
Alabama
$15.2K +$201 +12 +1%
BIG
122
Brooklyn Investment Group
New York
$14.1K +$14.8K +883 New
CA
123
Continuum Advisory
Idaho
$13.2K -$1.79K -107 -11%
LC
124
Lindbrook Capital
California
$12K -$8.08K -482 -39%
RA
125
Rise Advisors
New York
$11.4K +$84 +5 +0.7%

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.