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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
W
151
WealthCollab
Washington
$6.5K
OWA
152
Opal Wealth Advisors
New York
$6.43K +$6.62K +351 New
BF
153
BOK Financial
Oklahoma
$6.17K
AF
154
Allworth Financial
California
$5.56K -$3.36K -178 -37%
CWC
155
Carolinas Wealth Consulting
North Carolina
$5.11K +$3.77K +200 +253%
HWM
156
HighMark Wealth Management
Minnesota
$4.86K +$716 +38 +17%
Federated Hermes
157
Federated Hermes
Pennsylvania
$4.16K
GRP
158
Global Retirement Partners
California
$4.11K -$1.49K -79 -26%
NS
159
NBC Securities
Alabama
$4K +$1.4K +74 +44%
CA
160
CoreCap Advisors
Michigan
$3.81K
NA
161
NewEdge Advisors
Louisiana
$3.51K -$848 -45 -19%
IA
162
IFP Advisors
Florida
$3.28K +$1.32K +70 +64%
GKIM
163
GW&K Investment Management
Massachusetts
$3K +$19 +1 +0.5%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$2.86K +$2.94K +156 New
JWA
165
JFS Wealth Advisors
Pennsylvania
$2.75K -$245 -13 -8%
CT
166
Colonial Trust
South Carolina
$2.44K -$1.62K -86 -39%
PFBT
167
Parkside Financial Bank & Trust
Missouri
$2.38K -$396 -21 -14%
Bessemer Group
168
Bessemer Group
New Jersey
$2K
CFB
169
Cullen/Frost Bankers
Texas
$2K +$2.06K +109 New
LIA
170
Lynx Investment Advisory
District of Columbia
$1.98K +$2.04K +108 New
SAM
171
Smartleaf Asset Management
Massachusetts
$1.86K +$1.21K +64 +173%
GWM
172
Geneos Wealth Management
Colorado
$1.81K
WAG
173
Wiser Advisor Group
Arizona
$1.5K +$19 +1 +1%
TFF
174
The Family Firm
Maryland
$1.36K +$1.4K +74 New
BFA
175
Brown Financial Advisors
Ohio
$1.32K +$1.36K +72 New

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.