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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
KIM
151
Kestra Investment Management
Texas
$1.67K +$1.76K +105 New
PWA
152
Physician Wealth Advisors
Utah
$1.51K +$1.59K +95 New
NRG
153
Nemes Rush Group
Michigan
$1.42K +$1.49K +89 New
TWC
154
TD Waterhouse Canada
Ontario, Canada
$1.13K -$2.01K -120 -63%
BFPW
155
BOK Financial Private Wealth
Colorado
$957 +$1K +60 New
AssetMark Inc
156
AssetMark Inc
California
$749 -$704K -41,995 -100%
IRC
157
Investors Research Corp
Georgia
$701
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$638 -$452 -27 -40%
GSWM
159
Golden State Wealth Management
California
$590 +$620 +37 New
LI
160
LRI Investments
Florida
$574
CA
161
Clearstead Advisors
Ohio
$470 +$486 +29 New
FG
162
Fairman Group
Pennsylvania
$351
MFG
163
Mendota Financial Group
Wisconsin
$271 -$151 -9 -35%
AWM
164
Abound Wealth Management
Tennessee
$256 +$34 +2 +14%
HNB
165
Huntington National Bank
Ohio
$191 -$302 -18 -60%
TPCW
166
TD Private Client Wealth
New York
$143 -$287K -17,113 -100%
Kayne Anderson Rudnick Investment Management
167
Kayne Anderson Rudnick Investment Management
California
$128
PFBT
168
Parkside Financial Bank & Trust
Missouri
$112 -$1.57K -94 -93%
MIF
169
Mediolanum International Funds
Ireland
-$9.86M -1,052,023 Closed
HF
170
HRT Financial
New York
-$10.2M -552,066 Closed
D.E. Shaw & Co
171
D.E. Shaw & Co
New York
-$8.76M -472,373 Closed
Qube Research & Technologies (QRT)
172
Qube Research & Technologies (QRT)
United Kingdom
-$8.22M -443,582 Closed
Voloridge Investment Management
173
Voloridge Investment Management
Florida
-$5.47M -295,050 Closed
CSS
174
Cubist Systematic Strategies
Connecticut
-$4.49M -242,014 Closed
YIH
175
Y-Intercept (HK)
Hong Kong
-$1.83M -98,500 Closed

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.