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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
QCM
201
QRG Capital Management
Illinois
-$205K -11,175 Closed
AO
202
Advisor OS
Illinois
-$200K -10,906 Closed
RWM
203
Ritholtz Wealth Management
New York
-$190K -10,349 Closed
SWS
204
SYSTM Wealth Solutions
Illinois
-$118K -6,439 Closed
AP
205
Advisors Preferred
Maryland
-$80.1K -4,393 Closed
ACM
206
Aquatic Capital Management
Illinois
-$60.5K -3,300 Closed
QT
207
Quantbot Technologies
New York
-$57.4K -3,135 Closed
CH
208
Cromwell Holdings
Wyoming
-$50.2K -2,738 Closed
OLVIG
209
Oliver Lagore Vanvalin Investment Group
Michigan
-$9.16K -500 Closed
OWA
210
Opal Wealth Advisors
New York
-$6.43K -351 Closed
BF
211
BOK Financial
Oklahoma
-$6.17K -337 Closed
CWC
212
Carolinas Wealth Consulting
North Carolina
-$5.11K -279 Closed
LIA
213
Lynx Investment Advisory
District of Columbia
-$1.98K -108 Closed
WAG
214
Wiser Advisor Group
Arizona
-$1.5K -82 Closed
TFF
215
The Family Firm
Maryland
-$1.36K -74 Closed
BFA
216
Brown Financial Advisors
Ohio
-$1.32K -72 Closed
SWM
217
Sugarloaf Wealth Management
Georgia
-$1.26K -69 Closed
UB
218
UMB Bank
Missouri
-$1.08K -59 Closed
WIA
219
Wetzel Investment Advisors
Indiana
-$559 -29 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.