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ISD

PGIM High Yield Bond Fund

68 hedge funds and large institutions have $115M invested in PGIM High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 6868 (0)

1% less capital invested

Capital invested by funds: $116M → $115M (-$1.06M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

1.3% less ownership

Funds ownership: 25.64%24.34% (-1.3%)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$896K +$882K +62,844 New
HCM
27
Hilton Capital Management
New York
$880K +$343K +24,450 +66%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$795K
ACP
29
Aviance Capital Partners
Florida
$751K +$38.4K +2,734 +5%
AWM
30
Activest Wealth Management
Florida
$667K
Stifel Financial
31
Stifel Financial
Missouri
$626K -$13.2K -939 -2%
MWM
32
Modern Wealth Management
Kansas
$613K +$12.5K +890 +2%
Baird Financial Group
33
Baird Financial Group
Wisconsin
$564K -$520K -37,063 -48%
SC
34
Stolper & Co
Oklahoma
$531K +$6.11K +435 +1%
IPAM
35
Investment Partners Asset Management
New Jersey
$499K -$1.33K -95 -0.3%
NA
36
NewEdge Advisors
Louisiana
$486K -$14K -1,000 -3%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$469K +$604 +43 +0.1%
WWM
38
Western Wealth Management
Colorado
$444K -$28.5K -2,033 -6%
TC
39
TownSquare Capital
Utah
$387K +$381K +27,151 New
CIA
40
Concurrent Investment Advisors
Florida
$323K +$12.5K +888 +4%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$299K -$3.03M -216,011 -91%
IAIM
42
International Assets Investment Management
Florida
$273K
MCA
43
MSH Capital Advisors
Arizona
$258K
Millennium Management
44
Millennium Management
New York
$253K +$249K +17,724 New
MCFP
45
Mallini Complete Financial Planning
Florida
$249K -$1.08K -77 -0.4%
IWM
46
IHT Wealth Management
Illinois
$236K -$2.96K -211 -1%
FFWM
47
Future Financial Wealth Management
Ohio
$228K
STA
48
Summit Trail Advisors
New York
$228K +$225K +16,000 New
CA
49
CoreCap Advisors
Michigan
$222K +$29K +2,065 +15%
IWC
50
Integrated Wealth Concepts
Massachusetts
$217K +$213K +15,207 New

ISD Hedge Fund Activity: Q1 2025 in Review

68 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2025, worth a combined $115M — down 0.91% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISD positions and 9 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.27M sold.

  • 68 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $115M of PGIM High Yield Bond Fund stock for Q1 2025, down 0.91% quarter-over-quarter.
  • 10 funds opened new PGIM High Yield Bond Fund positions in Q1 2025 and 9 closed out, a net change of +1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.57M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2025 was Penserra Capital Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2025.