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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
Jones Financial Companies
126
Jones Financial Companies
Missouri
$10.2K -$352 -21 -3%
AF
127
Allworth Financial
California
$8.46K +$4.79K +286 +117%
SPIA
128
Steward Partners Investment Advisory
New York
$8.19K -$788 -47 -8%
EWA
129
EverSource Wealth Advisors
Alabama
$8.03K -$11.5K -689 -58%
RAM
130
Ramirez Asset Management
New York
$8K
AA
131
AlphaMark Advisors
Kentucky
$8K
FHA
132
First Horizon Advisors
Tennessee
$7.32K
MG
133
Mather Group
Illinois
$7.11K -$905 -54 -11%
CH
134
Cromwell Holdings
Wyoming
$6.42K +$6.75K +403 New
SWM
135
Spire Wealth Management
Virginia
$5.5K +$268 +16 +5%
FIA
136
FPC Investment Advisory
California
$4.79K +$4.83K +288 New
HWM
137
HighMark Wealth Management
Minnesota
$4.02K
Bessemer Group
138
Bessemer Group
New Jersey
$4K
GRP
139
Global Retirement Partners
California
$3.6K +$34 +2 +0.9%
SS
140
SBI Securities
Japan
$3.56K +$3.74K +223 New
SO
141
Sierra Ocean
California
$3.46K +$3.64K +217 New
UB
142
UMB Bank
Missouri
$3.38K +$3.55K +212 New
CWC
143
Carolinas Wealth Consulting
North Carolina
$3.3K +$3.47K +207 New
Federated Hermes
144
Federated Hermes
Pennsylvania
$3.28K -$352 -21 -9%
WSFS
145
Wilmington Savings Fund Society
Delaware
$3.01K +$369 +22 +13%
GKIM
146
GW&K Investment Management
Massachusetts
$3K
W
147
WealthCollab
Washington
$2.98K -$1.51K -90 -32%
IA
148
IFP Advisors
Florida
$2.79K -$67 -4 -2%
NA
149
NewEdge Advisors
Louisiana
$2.74K -$335 -20 -10%
CPG
150
Cornerstone Planning Group
New Jersey
$2.28K +$1.52K +91 +194%

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.