ISD

PGIM High Yield Bond Fund
ISD

Overview Fund Activity

68 hedge funds and large institutions have $116M invested in PGIM High Yield Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
18
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$8.24M
2
Creative Planning
2
Creative Planning
Kansas
$894K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$8.62M
4
Bank of America
4
Bank of America
North Carolina
$6.04M
5
SW
5
SteelPeak Wealth
California
$9.64M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$7.6M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$3.25M
3
IAIM
3
International Assets Investment Management
Florida
$263K
4
AAM
4
Advisors Asset Management
Colorado
$2.45M
5
SFS
5
Shaker Financial Services
Virginia
$1.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.05M -$210K -15,383 -17%
Creative Planning
27
Creative Planning
Kansas
$894K +$894K +65,333 New
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$763K -$47.6K -3,477 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$694K +$389K +28,412 +127%
ACP
30
Aviance Capital Partners
Florida
$684K +$101K +7,358 +17%
AWM
31
Activest Wealth Management
Florida
$640K – – –
Stifel Financial
32
Stifel Financial
Missouri
$613K -$49.1K -3,592 -7%
MWM
33
Modern Wealth Management
Kansas
$576K +$50.6K +3,702 +10%
HCM
34
Hilton Capital Management
New York
$510K – – –
SC
35
Stolper & Co
Oklahoma
$503K -$14.1K -1,035 -3%
NA
36
NewEdge Advisors
Louisiana
$481K -$30.1K -2,200 -6%
IPAM
37
Investment Partners Asset Management
New Jersey
$480K – – –
WWM
38
Western Wealth Management
Colorado
$454K -$32.6K -2,385 -7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$450K +$6.09K +445 +1%
CIA
40
Concurrent Investment Advisors
Florida
$298K +$37.4K +2,731 +14%
SA
41
Sanctuary Advisors
Indiana
$270K – – –
IAIM
42
International Assets Investment Management
Florida
$263K -$3.06M -222,463 -92%
MCA
43
MSH Capital Advisors
Arizona
$248K – – –
MCFP
44
Mallini Complete Financial Planning
Florida
$240K +$240K +17,573 New
IWM
45
IHT Wealth Management
Illinois
$229K -$15.9K -1,163 -6%
FFWM
46
Future Financial Wealth Management
Ohio
$219K – – –
CP
47
Camelot Portfolios
Ohio
$209K -$88.9K -6,500 -30%
CA
48
CoreCap Advisors
Michigan
$185K -$15.4K -1,126 -8%
IA
49
Intellus Advisors
Florida
$157K +$157K +11,497 New
BPA
50
Beacon Pointe Advisors
California
$147K +$147K +10,762 New
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