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GHY

PGIM Global High Yield Fund

54 hedge funds and large institutions have $180M invested in PGIM Global High Yield Fund in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

1% less capital invested

Capital invested by funds: $181M → $180M (-$1.36M)

1.34% less ownership

Funds ownership: 29.05%27.7% (-1.3%)

2% less funds holding

Funds holding: 5554 (-1)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
1.44%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
20
Reduced
18
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$20.5M +$278K +18,628 +1%
UBS Group
2
UBS Group
Switzerland
$17.2M +$521K +34,932 +3%
RCM
3
Rivernorth Capital Management
Florida
$15.2M -$899K -60,306 -6%
Bessemer Group
4
Bessemer Group
New Jersey
$13.3M -$1.32M -88,800 -9%
JP Morgan Chase
5
JP Morgan Chase
New York
$10.4M +$225K +15,123 +2%
EVM
6
Eaton Vance Management
Massachusetts
$9.38M -$1.62M -108,882 -15%
Lazard Asset Management
7
Lazard Asset Management
New York
$8.9M
Bank of America
8
Bank of America
North Carolina
$8.42M +$225K +15,104 +3%
Invesco
9
Invesco
Georgia
$7.45M -$156K -10,440 -2%
AAM
10
Advisors Asset Management
Colorado
$7.4M +$426K +28,554 +6%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$7.23M -$224K -15,020 -3%
Wells Fargo
12
Wells Fargo
California
$6.7M +$717K +48,114 +12%
YMRC
13
Yorktown Management & Research Company
Virginia
$4.36M -$1.63M -109,515 -27%
GC
14
Guggenheim Capital
Illinois
$4.27M -$527K -35,359 -11%
VIA
15
Vident Investment Advisory
Georgia
$3.94M -$3.04M -204,205 -44%
PPA
16
Parametric Portfolio Associates
Washington
$3.7M +$399K +26,760 +12%
KLI
17
Kelman-Lazarov Inc
Tennessee
$3.52M +$78.7K +5,284 +2%
PMLI
18
Penn Mutual Life Insurance
Pennsylvania
$2.48M
EM
19
EnTrustPermal Management
New York
$2.43M -$1.13M -75,700 -32%
TAM
20
Trust Asset Management
Texas
$2.34M -$307K -20,632 -12%
LPL Financial
21
LPL Financial
California
$2.12M -$2.14M -143,854 -51%
KKRC
22
Kohlberg Kravis Roberts & Co
New York
$2.1M +$615K +41,294 +42%
Deutsche Bank
23
Deutsche Bank
Germany
$2.09M +$103K +6,925 +5%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$1.86M -$135K -9,073 -7%
CIA
25
Capital Investment Advisors
Georgia
$1.76M -$154K -10,310 -8%

GHY Hedge Fund Activity: Q2 2016 in Review

54 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in PGIM Global High Yield Fund (GHY) for Q2 2016, worth a combined $180M — down 0.75% from $181M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GHY and 9 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 20 added.

The largest buyer was Wells Fargo, adding an estimated $717K. The largest seller was Vident Investment Advisory, cutting an estimated $3.04M.

  • 54 institutional investors held PGIM Global High Yield Fund (GHY) as of Q2 2016, down from 55 in Q1 2016.
  • Funds reported $180M of PGIM Global High Yield Fund stock for Q2 2016, down 0.75% quarter-over-quarter.
  • 9 funds opened new PGIM Global High Yield Fund positions in Q2 2016 and 10 closed out, a net change of -1 holder.
  • The largest PGIM Global High Yield Fund buyer in Q2 2016 was Wells Fargo, an estimated $717K added.
  • The largest PGIM Global High Yield Fund seller in Q2 2016 was Vident Investment Advisory, an estimated $3.04M sold.

Based on aggregated 13F filings for Q2 2016.