Prudential
179 hedge funds and large institutions have $554M invested in Prudential in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 31 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 67
0.05% less ownership
Funds ownership: 1.1% → 1.05% (-0.05%)
6% less funds holding
Funds holding: 190 → 179 (-11)
18% less capital invested
Capital invested by funds: $677M → $554M (-$123M)
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
50% less call options, than puts
Call options by funds: $516K | Put options by funds: $1.03M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$15.5M |
| 2 |
D.E. Shaw & Co
New York
|
+$11M |
| 3 |
Millennium Management
New York
|
+$8.96M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$7.57M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$61.9M |
| 2 |
BlackRock
New York
|
-$14.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$8.04M |
| 4 |
Goldman Sachs
New York
|
-$4.66M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.61M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BHWM
201
Beaird Harris Wealth Management
Dallas,
Texas
| – | -$5.48K | -244 | Closed |
|
|
RFG
202
RFP Financial Group
Atlanta,
Georgia
| – | -$2.76K | -123 | Closed |
|
|
CBT
203
CoreFirst Bank & Trust
Topeka,
Kansas
| – | -$2.67K | -119 | Closed |
|
|
BWM
204
BKM Wealth Management
Brookfield,
Wisconsin
| – | -$2.29K | -102 | Closed |
|
|
ME
205
McIlrath & Eck
Arlington,
Washington
| – | -$1.35K | -60 | Closed |
|
|
BCM
206
Bourgeon Capital Management
Darien,
Connecticut
| – | -$1.17K | -52 | Closed |
|
207
Jones Financial Companies
Des Peres,
Missouri
| – | -$1.12K | -50 | Closed |
|
|
FFO
208
Fortitude Family Office
Scottsdale,
Arizona
| – | -$831 | -37 | Closed |
|
|
JFGIW
209
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$719 | -32 | Closed |
|
|
HI
210
Harbour Investments
Madison,
Wisconsin
| – | -$269 | -12 | Closed |
|
PUK Hedge Fund Activity: Q1 2024 in Review
179 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q1 2024, worth a combined $554M — down 18% from $677M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PUK and 20 opened new positions — a net loss of 11 holders — while 67 trimmed existing stakes and 73 added.
The largest buyer was Marshall Wace, adding an estimated $15.5M. The largest seller was Morgan Stanley, cutting an estimated $61.9M.
- 179 institutional investors held Prudential (PUK) as of Q1 2024, down from 190 in Q4 2023.
- Funds reported $554M of Prudential stock for Q1 2024, down 18% quarter-over-quarter.
- 20 funds opened new Prudential positions in Q1 2024 and 31 closed out, a net change of -11 holders.
- The largest Prudential buyer in Q1 2024 was Marshall Wace, an estimated $15.5M added.
- The largest Prudential seller in Q1 2024 was Morgan Stanley, an estimated $61.9M sold.
Based on aggregated 13F filings for Q1 2024.