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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
Goldman Sachs
1
Goldman Sachs
New York
$40.7M +$5.32M +317,266 +14%
Morgan Stanley
2
Morgan Stanley
New York
$37.8M +$7.45M +444,457 +23%
CCM
3
Causeway Capital Management
California
$34.1M +$1.22K +73 +0%
Northern Trust
4
Northern Trust
Illinois
$27.6M +$576K +34,344 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$24.8M +$16.2M +968,317 +165%
JP Morgan Chase
6
JP Morgan Chase
New York
$19.7M +$15.8M +943,487 +322%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$16.8M +$16.2M +965,985 +1,133%
AA
8
ABC Arbitrage
France
$16.2M +$17M +1,016,758 New
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$14.2M -$151K -9,023 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$13.8M +$2.42M +144,291 +20%
BlackRock
11
BlackRock
New York
$12.3M -$33.7M -2,010,236 -72%
Bank of America
12
Bank of America
North Carolina
$10.5M -$8.01M -477,902 -42%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.1M -$4.78M -285,046 -31%
Optiver Holding
14
Optiver Holding
Netherlands
$10M +$5.09M +303,783 +93%
UBS Group
15
UBS Group
Switzerland
$9.27M +$5.67M +338,610 +139%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.44M -$16.3M -975,460 -71%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$6.09M -$730K -43,542 -10%
Natixis Advisors
18
Natixis Advisors
Massachusetts
$5.92M -$4.22M -251,744 -40%
Millennium Management
19
Millennium Management
New York
$5.69M +$804K +47,994 +16%
Two Sigma Investments
20
Two Sigma Investments
New York
$4.9M +$2M +119,069 +63%
SEI Investments
21
SEI Investments
Pennsylvania
$4.88M -$605K -36,127 -11%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$4.31M +$4.52M +270,000 New
SP
23
Solel Partners
Massachusetts
$4.25M
American Century Companies
24
American Century Companies
Missouri
$3.62M +$300K +17,878 +9%
QCM
25
Quantinno Capital Management
New York
$3.18M -$113K -6,762 -3%

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.