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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
Balyasny Asset Management
176
Balyasny Asset Management
Illinois
-$1.54M -83,255 Closed
CIBC Asset Management
177
CIBC Asset Management
Ontario, Canada
-$1.37M -73,973 Closed
Point72 Asset Management
178
Point72 Asset Management
Connecticut
-$1.28M -69,100 Closed
CF
179
Cantor Fitzgerald
New York
-$1.17M -63,338 Closed
XT
180
XTX Topco
Cayman Islands
-$840K -45,304 Closed
SSA
181
Schonfeld Strategic Advisors
New York
-$725K -39,112 Closed
NW
182
Naviter Wealth
Arkansas
-$635K -33,988 Closed
Barclays
183
Barclays
United Kingdom
-$556K -30,000 Closed
Stifel Financial
184
Stifel Financial
Missouri
-$529K -28,555 Closed
CAM
185
Cresset Asset Management
Illinois
-$499K -26,760 Closed
WA
186
Wealth Alliance
New York
-$445K -24,012 Closed
4WM
187
44 Wealth Management
Oregon
-$367K -21,623 Closed
TSS
188
Two Sigma Securities
New York
-$347K -18,712 Closed
PWPS
189
Pinnacle Wealth Planning Services
Ohio
-$338K -18,234 Closed
AIM
190
Aigen Investment Management
New York
-$330K -17,790 Closed
Janney Montgomery Scott
191
Janney Montgomery Scott
Pennsylvania
-$294K -15,860 Closed
Cerity Partners
192
Cerity Partners
New York
-$261K -14,069 Closed
Mercer Global Advisors
193
Mercer Global Advisors
Colorado
-$259K -14,029 Closed
MM
194
MQS Management
New York
-$257K -13,888 Closed
FTDI
195
First Trust Direct Indexing
Massachusetts
-$256K -13,829 Closed
VA
196
Vident Advisory
Georgia
-$213K -11,490 Closed
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
-$210K -11,307 Closed
Cetera Investment Advisers
198
Cetera Investment Advisers
Illinois
-$193K -10,403 Closed
Allspring Global Investments
199
Allspring Global Investments
North Carolina
-$131K -7,057 Closed
Truist Financial
200
Truist Financial
North Carolina
-$74.8K -4,032 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.