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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
IRC
176
Investors Research Corp
Georgia
$816
CPG
177
Cornerstone Planning Group
New Jersey
$790 +$471 +27 +135%
BIA
178
Bell Investment Advisors
California
$575 -$489 -28 -47%
LI
179
LRI Investments
Florida
$571 +$628 +36 New
HNB
180
Huntington National Bank
Ohio
$556
MFG
181
Mendota Financial Group
Wisconsin
$483 +$17 +1 +4%
CAM
182
ClariVest Asset Management
California
$425
FG
183
Fairman Group
Pennsylvania
$411
CAM
184
Creekmur Asset Management
Illinois
$389
AWM
185
Abound Wealth Management
Tennessee
$260 -$70 -4 -22%
Kayne Anderson Rudnick Investment Management
186
Kayne Anderson Rudnick Investment Management
California
$148
BFPW
187
BOK Financial Private Wealth
Colorado
$8
Two Sigma Advisers
188
Two Sigma Advisers
New York
-$1.52M -82,800 Closed
Corient Private Wealth
189
Corient Private Wealth
Florida
-$1.03M -56,180 Closed
SA
190
Sanctuary Advisors
Indiana
-$678K -37,020 Closed
Squarepoint
191
Squarepoint
New York
-$530K -28,943 Closed
CP
192
Covenant Partners
Tennessee
-$517K -28,222 Closed
Capstone Investment Advisors
193
Capstone Investment Advisors
New York
-$516K -28,189 Closed
HCMT
194
Highland Capital Management (Tennessee)
Tennessee
-$438K -23,934 Closed
AQR Capital Management
195
AQR Capital Management
Connecticut
-$364K -19,888 Closed
State Street
196
State Street
Massachusetts
-$311K -16,990 Closed
VF
197
Virtu Financial
New York
-$309K -16,872 Closed
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
-$296K -16,126 Closed
Ameriprise
199
Ameriprise
Minnesota
-$269K -14,660 Closed
OSAM
200
O'Shaughnessy Asset Management
Connecticut
-$218K -11,905 Closed

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.