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ISD

PGIM High Yield Bond Fund
ISD

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

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.76% less ownership

Funds ownership: 28.4% → 25.64% (-2.8%)

6% less funds holding

Funds holding: 72 → 68 (-4)

9% less capital invested

Capital invested by funds: $128M → $116M (-$11.9M)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.9%
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

Rank Fund Capital Flow
1
GC
Guggenheim Capital
Illinois
+$1.51M
2
Creative Planning
Creative Planning
Kansas
+$909K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$676K
4
Bank of America
Bank of America
North Carolina
+$654K
5
SW
SteelPeak Wealth
California
+$638K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$5.74M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$4.7M
3
IAIM
International Assets Investment Management
Florida
-$3.1M
4
AAM
Advisors Asset Management
Colorado
-$1.25M
5
SFS
Shaker Financial Services
Virginia
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.05M -$214K -15,383 -17%
Creative Planning
27
Creative Planning
Kansas
$894K +$909K +65,333 New
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$763K -$48.4K -3,477 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$694K +$395K +28,412 +127%
ACP
30
Aviance Capital Partners
Florida
$684K +$102K +7,358 +17%
AWM
31
Activest Wealth Management
Florida
$640K – – –
Stifel Financial
32
Stifel Financial
Missouri
$613K -$50K -3,592 -7%
MWM
33
Modern Wealth Management
Kansas
$576K +$51.5K +3,702 +10%
HCM
34
Hilton Capital Management
New York
$510K – – –
SC
35
Stolper & Co
Oklahoma
$503K -$14.4K -1,035 -3%
NA
36
NewEdge Advisors
Louisiana
$481K -$30.6K -2,200 -6%
IPAM
37
Investment Partners Asset Management
New Jersey
$480K – – –
WWM
38
Western Wealth Management
Colorado
$454K -$33.2K -2,385 -7%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$450K +$6.19K +445 +1%
CIA
40
Concurrent Investment Advisors
Florida
$298K +$38K +2,731 +14%
SA
41
Sanctuary Advisors
Indiana
$270K – – –
IAIM
42
International Assets Investment Management
Florida
$263K -$3.1M -222,463 -92%
MCA
43
MSH Capital Advisors
Arizona
$248K – – –
MCFP
44
Mallini Complete Financial Planning
Florida
$240K +$245K +17,573 New
IWM
45
IHT Wealth Management
Illinois
$229K -$16.2K -1,163 -6%
FFWM
46
Future Financial Wealth Management
Ohio
$219K – – –
CP
47
Camelot Portfolios
Ohio
$209K -$90.5K -6,500 -30%
CA
48
CoreCap Advisors
Michigan
$185K -$15.7K -1,126 -8%
IA
49
Intellus Advisors
Florida
$157K +$160K +11,497 New
BPA
50
Beacon Pointe Advisors
California
$147K +$150K +10,762 New
1
2
3 4

ISD Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q4 2024, worth a combined $116M — down 9.3% from $128M a quarter earlier.

Fund positioning in ISD was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $5.74M.

  • 68 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q4 2024, down from 72 in Q3 2024.
  • Funds reported $116M of PGIM High Yield Bond Fund stock for Q4 2024, down 9.3% quarter-over-quarter.
  • 8 funds opened new PGIM High Yield Bond Fund positions in Q4 2024 and 8 closed out, a net change of 0 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.51M added.
  • The largest PGIM High Yield Bond Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.74M sold.

Based on aggregated 13F filings for Q4 2024.