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Prudential

190 hedge funds and large institutions have $530M invested in Prudential in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

37% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 62

7% more funds holding

Funds holding: 178190 (+12)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

4% less capital invested

Capital invested by funds: $554M → $530M (-$24.1M)

93% less call options, than puts

Call options by funds: $64K | Put options by funds: $863K

Holders
190
Holders Change
+12
Holders Change %
+6.74%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
85
Reduced
62
Closed
14
Calls
$64K
Puts
$863K
Net Calls
-$799K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
126
EverSource Wealth Advisors
Alabama
$40.4K +$13.2K +699 +46%
PA
127
Parallel Advisors
California
$37.8K +$7.77K +412 +25%
PS
128
Principal Securities
Iowa
$30.2K +$5.71K +303 +22%
LC
129
Lindbrook Capital
California
$28.5K +$12.3K +650 +72%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$28K -$20.3K -1,077 -41%
GBT
131
Grove Bank & Trust
Florida
$27.2K -$6.9K -366 -20%
FFA
132
Farther Finance Advisors
California
$25.2K +$10.7K +570 +70%
RIL
133
Rothschild Investment LLC
Illinois
$23.9K +$21.6K +1,147 +721%
AWM
134
Avior Wealth Management
Nebraska
$22.4K -$14K -741 -38%
CA
135
Continuum Advisory
Idaho
$18.6K -$4K -212 -17%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$18.1K +$2.45K +130 +15%
CFGS
137
Concourse Financial Group Securities
Alabama
$16.4K +$3.24K +172 +24%
MG
138
Mather Group
Illinois
$16.1K -$415 -22 -3%
GI
139
GAMMA Investing
California
$15.7K -$321 -17 -2%
RA
140
Rise Advisors
New York
$13K +$189 +10 +1%
FCA
141
FinTrust Capital Advisors
South Carolina
$11.2K -$1.17K -62 -9%
HT
142
Headlands Technologies
Illinois
$10.2K -$8.29K -440 -44%
HCP
143
Hexagon Capital Partners
Arkansas
$9.98K -$57 -3 -0.5%
SPIA
144
Steward Partners Investment Advisory
New York
$9.53K -$1.06K -56 -10%
RAM
145
Ramirez Asset Management
New York
$9.2K -$3.61M -191,333 -100%
OLVIG
146
Oliver Lagore Vanvalin Investment Group
Michigan
$9.16K +$9.43K +500 New
AA
147
AlphaMark Advisors
Kentucky
$9K
Jones Financial Companies
148
Jones Financial Companies
Missouri
$8.88K +$9.14K +485 New
FHA
149
First Horizon Advisors
Tennessee
$8.55K +$1.56K +83 +22%
ZB
150
Zions Bancorporation
Utah
$7.84K +$1.73K +92 +27%

PUK Hedge Fund Activity: Q2 2024 in Review

190 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2024, worth a combined $530M — down 4.4% from $554M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PUK positions and 14 closed out — a net gain of 13 holders — while 85 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $16.3M.

  • 190 institutional investors held Prudential (PUK) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $530M of Prudential stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 27 funds opened new Prudential positions in Q2 2024 and 14 closed out, a net change of +13 holders.
  • The largest Prudential buyer in Q2 2024 was Goldman Sachs, an estimated $23.4M added.
  • The largest Prudential seller in Q2 2024 was Bank of America, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.