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Prudential

186 hedge funds and large institutions have $520M invested in Prudential in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 1.05%1.05% (+0%)

2% less capital invested

Capital invested by funds: $530M → $520M (-$10.3M)

2% less funds holding

Funds holding: 190186 (-4)

13% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 32

18% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 74

78% less call options, than puts

Call options by funds: $89K | Put options by funds: $400K

Holders
186
Holders Change
-4
Holders Change %
-2.11%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
61
Reduced
74
Closed
32
Calls
$89K
Puts
$400K
Net Calls
-$311K
Net Calls Change
+$488K
Name Holding Trade Value Shares
Change
Change in
Stake
National Bank of Canada
126
National Bank of Canada
Quebec, Canada
$37K -$89.5K -5,129 -72%
PS
127
Principal Securities
Iowa
$32.6K +$1.85K +106 +6%
GBT
128
Grove Bank & Trust
Florida
$27.1K -$367 -21 -1%
FFA
129
Farther Finance Advisors
California
$25K -$594 -34 -2%
LC
130
Lindbrook Capital
California
$22.9K -$5.57K -319 -21%
EWA
131
EverSource Wealth Advisors
Alabama
$22.1K -$18K -1,029 -46%
GI
132
GAMMA Investing
California
$21.8K +$5.55K +318 +37%
AWM
133
Avior Wealth Management
Nebraska
$17.6K -$4.77K -273 -22%
CFGS
134
Concourse Financial Group Securities
Alabama
$17.6K +$786 +45 +5%
RIL
135
Rothschild Investment LLC
Illinois
$17.5K -$6.3K -361 -28%
FCA
136
FinTrust Capital Advisors
South Carolina
$15.4K +$3.86K +221 +36%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$15K -$12.9K -738 -49%
CA
138
Continuum Advisory
Idaho
$14.9K -$1.31K -75 -7%
RA
139
Rise Advisors
New York
$13.2K
Simplex Trading
140
Simplex Trading
Illinois
$13K -$44.7K -2,558 -78%
Jones Financial Companies
141
Jones Financial Companies
Missouri
$12.3K +$3.11K +178 +37%
SPIA
142
Steward Partners Investment Advisory
New York
$10.4K +$716 +41 +8%
HCP
143
Hexagon Capital Partners
Arkansas
$9.94K -$157 -9 -2%
RAM
144
Ramirez Asset Management
New York
$9.31K
MG
145
Mather Group
Illinois
$9.27K -$5.9K -338 -40%
AA
146
AlphaMark Advisors
Kentucky
$9K
PW
147
Paladin Wealth
Minnesota
$8.99K +$8.47K +485 New
FHA
148
First Horizon Advisors
Tennessee
$8.51K -$140 -8 -2%
SAM
149
Smartleaf Asset Management
Massachusetts
$6.66K +$4.5K +258 +255%
CA
150
CoreCap Advisors
Michigan
$6.16K +$2.17K +124 +60%

PUK Hedge Fund Activity: Q3 2024 in Review

186 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q3 2024, worth a combined $520M — down 1.9% from $530M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of PUK and 28 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 61 added.

The largest buyer was Mediolanum International Funds, opening a new position worth an estimated $18.4M. The largest seller was Royal Bank of Canada, cutting an estimated $17.8M.

  • 186 institutional investors held Prudential (PUK) as of Q3 2024, down from 190 in Q2 2024.
  • Funds reported $520M of Prudential stock for Q3 2024, down 1.9% quarter-over-quarter.
  • 28 funds opened new Prudential positions in Q3 2024 and 32 closed out, a net change of -4 holders.
  • The largest Prudential buyer in Q3 2024 was Mediolanum International Funds, an estimated $18.4M added.
  • The largest Prudential seller in Q3 2024 was Royal Bank of Canada, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2024.