ISD

PGIM High Yield Bond Fund
ISD

Overview Fund Activity

72 hedge funds and large institutions have $133M invested in PGIM High Yield Bond Fund in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
-9
Holders Change %
-11.11%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
24
Reduced
25
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
1
SteelPeak Wealth
California
$6.28M
2
RJA
2
Raymond James & Associates
Florida
$5.63M
3
GC
3
Guggenheim Capital
Illinois
$5.83M
4
LPL Financial
4
LPL Financial
California
$1.64M
5
SFS
5
Shaker Financial Services
Virginia
$2.69M

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$2.51M
2
FIA
2
Foundations Investment Advisors
Arizona
$0
3
SIA
3
Sit Investment Associates
Minnesota
$6.76M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$916K
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
26
Vivaldi Capital Management
Illinois
$1.35M -$203K -15,783 -13%
SPIA
27
Steward Partners Investment Advisory
New York
$1.35M -$22.5K -1,748 -2%
MGWM
28
Marks Group Wealth Management
Minnesota
$1.2M +$52.2K +4,050 +5%
Osaic Holdings
29
Osaic Holdings
Arizona
$916K -$1.92M -148,816 -68%
LCM
30
Landscape Capital Management
New Jersey
$807K +$186K +14,416 +30%
Fiera Capital (Canada)
31
Fiera Capital (Canada)
Quebec, Canada
$796K – – –
EDRIA
32
Edmonds Duncan Registered Investment Advisors
Kansas
$631K -$258 -20 -0%
ACP
33
Aviance Capital Partners
Florida
$629K -$64.6K -5,018 -9%
NA
34
NewEdge Advisors
Louisiana
$550K +$41.2K +3,200 +8%
WWM
35
Western Wealth Management
Colorado
$500K -$59K -4,584 -11%
MWM
36
Modern Wealth Management
Kansas
$499K +$499K +38,709 New
SC
37
Stolper & Co
Oklahoma
$497K +$9K +699 +2%
HCM
38
Hilton Capital Management
New York
$489K +$8.37K +650 +2%
RC
39
Rareview Capital
Nevada
$455K -$2.9K -225 -0.6%
IPAM
40
Investment Partners Asset Management
New Jersey
$452K – – –
Focus Partners Wealth
41
Focus Partners Wealth
Massachusetts
$412K +$412K +32,000 New
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$386K +$2.62K +203 +0.7%
Corient Private Wealth
43
Corient Private Wealth
Florida
$313K -$2.58K -200 -0.8%
CP
44
Camelot Portfolios
Ohio
$281K – – –
AUIM
45
Aegon USA Investment Management
Iowa
$270K – – –
SA
46
Sanctuary Advisors
Indiana
$258K +$258K +20,683 New
CIA
47
Concurrent Investment Advisors
Florida
$247K – – –
MCA
48
MSH Capital Advisors
Arizona
$233K – – –
AWM
49
Activest Wealth Management
Florida
$225K +$225K +17,489 New
IAIM
50
International Assets Investment Management
Florida
$223K +$20.9K +1,625 +10%
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