ISD

PGIM High Yield Bond Fund
ISD

Overview Fund Activity

74 hedge funds and large institutions have $137M invested in PGIM High Yield Bond Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
-5
Holders Change %
-6.33%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
22
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
API
Advisor Partners II
California
$2.47M
2
Ameriprise
Ameriprise
Minnesota
$1.98M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.88M
4
SFS
Shaker Financial Services
Virginia
$1.22M
5
FIA
Foundations Investment Advisors
Arizona
$2.73M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$30.5M
2
VCM
Vivaldi Capital Management
Illinois
$2.55M
3
Wells Fargo
Wells Fargo
California
$2.19M
4
RCM
Rivernorth Capital Management
Florida
$1.57M
5
SPIA
Steward Partners Investment Advisory
New York
$1.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJFSA
26
Raymond James Financial Services Advisors
Florida
$1.37M +$35.7K +3,034 +3%
Brown Advisory
27
Brown Advisory
Maryland
$1.35M -$159K -13,460 -11%
SFS
28
Shaker Financial Services
Virginia
$1.22M +$718K +60,930 +144%
MGWM
29
Marks Group Wealth Management
Minnesota
$1.05M -$88.4K -7,500 -8%
CA
30
Cetera Advisors
Colorado
$855K +$21.1K +1,795 +3%
Bank of America
31
Bank of America
North Carolina
$846K +$49.6K +4,211 +6%
ACP
32
Aviance Capital Partners
Florida
$757K -$80.5K -6,831 -10%
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$727K -$3.89K -330 -0.5%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$709K -$42.4K -3,598 -6%
LPL Financial
35
LPL Financial
California
$675K -$109K -9,277 -14%
RP
36
Riverbridge Partners
Minnesota
$670K +$91.3K +7,748 +16%
WWM
37
Western Wealth Management
Colorado
$630K -$8.74K -742 -1%
AIM
38
AHL Investment Management
Florida
$617K +$16.5K +1,400 +3%
EDRIA
39
Edmonds Duncan Registered Investment Advisors
Kansas
$581K +$2.13K +181 +0.4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$501K +$74.1K +6,294 +17%
WMS
41
Wealth Management Solutions
Pennsylvania
$499K +$1.01K +86 +0.2%
NA
42
NewEdge Advisors
Louisiana
$494K -$84.8K -7,200 -15%
Lazard Asset Management
43
Lazard Asset Management
New York
$448K -$522K – –
RCM
44
Robinson Capital Management
Michigan
$396K +$396K +34,599 New
SC
45
Stolper & Co
Oklahoma
$382K -$5.97K -506 -2%
ICG
46
InterOcean Capital Group
Tennessee
$359K – – –
CP
47
Camelot Portfolios
Ohio
$298K – – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$282K +$7.04K +598 +3%
RJT
49
Raymond James Trust
Florida
$248K – – –
AUIM
50
Aegon USA Investment Management
Iowa
$247K – – –
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