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Prudential

190 hedge funds and large institutions have $530M invested in Prudential in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 85 increasing their positions, 62 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

37% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 62

7% more funds holding

Funds holding: 178190 (+12)

0.01% more ownership

Funds ownership: 1.05%1.05% (+0.01%)

4% less capital invested

Capital invested by funds: $554M → $530M (-$24.1M)

93% less call options, than puts

Call options by funds: $64K | Put options by funds: $863K

Holders
190
Holders Change
+12
Holders Change %
+6.74%
% of All Funds
2.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
85
Reduced
62
Closed
14
Calls
$64K
Puts
$863K
Net Calls
-$799K
Net Calls Change
-$283K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$55.4M +$23.4M +1,239,256 +69%
BlackRock
2
BlackRock
New York
$52.8M +$830K +44,043 +2%
Morgan Stanley
3
Morgan Stanley
New York
$50M -$3.5M -185,631 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$44M +$2.61M +138,426 +6%
CCM
5
Causeway Capital Management
California
$38.4M +$4.68M +248,157 +13%
Northern Trust
6
Northern Trust
Illinois
$31.5M +$5.85M +310,182 +22%
Bank of America
7
Bank of America
North Carolina
$23.1M -$16.3M -863,737 -41%
Marshall Wace
8
Marshall Wace
United Kingdom
$19.7M +$2.42M +128,124 +14%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$18.2M -$215K -11,425 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$16.9M -$1.99M -105,654 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$16.8M +$1.36M +72,093 +9%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$15.4M +$1.95M +103,625 +15%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$14M +$77K +4,082 +0.5%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$12.1M +$135K +7,141 +1%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$10.9M +$2.95M +156,708 +36%
Pathstone Holdings
16
Pathstone Holdings
New Jersey
$7.76M +$1.21M +63,961 +18%
SEI Investments
17
SEI Investments
Pennsylvania
$6.32M +$17.4K +921 +0.3%
Voloridge Investment Management
18
Voloridge Investment Management
Florida
$5.72M +$150K +7,965 +3%
SP
19
Solel Partners
Massachusetts
$4.88M -$1.38M -73,232 -22%
RJA
20
Raymond James & Associates
Florida
$4.21M -$326K -17,298 -7%
Citadel Advisors
21
Citadel Advisors
Florida
$3.55M -$2.32M -123,225 -39%
American Century Companies
22
American Century Companies
Missouri
$3.39M +$387K +20,516 +12%
QCM
23
Quantinno Capital Management
New York
$3.12M +$2.83M +150,007 +748%
TI
24
Trexquant Investment
Connecticut
$2.87M +$1.06M +56,060 +56%
CSS
25
Cubist Systematic Strategies
Connecticut
$2.81M -$2.13M -112,725 -42%

PUK Hedge Fund Activity: Q2 2024 in Review

190 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Prudential (PUK) for Q2 2024, worth a combined $530M — down 4.4% from $554M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PUK positions and 14 closed out — a net gain of 13 holders — while 85 added to existing stakes and 62 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $23.4M. The largest seller was Bank of America, cutting an estimated $16.3M.

  • 190 institutional investors held Prudential (PUK) as of Q2 2024, up from 178 in Q1 2024.
  • Funds reported $530M of Prudential stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 27 funds opened new Prudential positions in Q2 2024 and 14 closed out, a net change of +13 holders.
  • The largest Prudential buyer in Q2 2024 was Goldman Sachs, an estimated $23.4M added.
  • The largest Prudential seller in Q2 2024 was Bank of America, an estimated $16.3M sold.

Based on aggregated 13F filings for Q2 2024.