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ISD

PGIM High Yield Bond Fund
ISD

62 hedge funds and large institutions have $110M invested in PGIM High Yield Bond Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 21

0.96% less ownership

Funds ownership: 24.34% → 23.38% (-0.96%)

4% less capital invested

Capital invested by funds: $115M → $110M (-$5.14M)

9% less funds holding

Funds holding: 68 → 62 (-6)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
62
Holders Change
-6
Holders Change %
-8.82%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
22
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$812K
2
Raymond James Financial
Raymond James Financial
Florida
+$702K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$546K
4
Ameriprise
Ameriprise
Minnesota
+$496K
5
SFS
Shaker Financial Services
Virginia
+$356K

Top Sellers

Rank Fund Capital Flow
1
MAFA
MJT & Associates Financial Advisory
Minnesota
-$3.1M
2
Morgan Stanley
Morgan Stanley
New York
-$1.05M
3
AAM
Advisors Asset Management
Colorado
-$964K
4
SW
SteelPeak Wealth
California
-$533K
5
Cohen & Steers
Cohen & Steers
New York
-$405K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$790K -$870 -64 -0.1%
ACP
27
Aviance Capital Partners
Florida
$786K +$37.4K +2,752 +5%
MWM
28
Modern Wealth Management
Kansas
$603K -$5.97K -439 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$573K +$102K +7,508 +23%
Stifel Financial
30
Stifel Financial
Missouri
$573K -$47.5K -3,496 -8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$565K +$4.79K +352 +0.9%
SC
32
Stolper & Co
Oklahoma
$553K +$24.5K +1,802 +5%
IPAM
33
Investment Partners Asset Management
New Jersey
$506K +$9.31K +685 +2%
NA
34
NewEdge Advisors
Louisiana
$465K -$18.1K -1,330 -4%
WWM
35
Western Wealth Management
Colorado
$437K -$3.98K -293 -0.9%
SFS
36
Shaker Financial Services
Virginia
$372K +$356K +26,223 New
Jane Street
37
Jane Street
New York
$350K +$336K +24,722 New
Corient Private Wealth
38
Corient Private Wealth
Florida
$344K +$330K +24,281 New
MCFP
39
Mallini Complete Financial Planning
Florida
$282K +$33.2K +2,440 +14%
AWM
40
Activest Wealth Management
Florida
$281K -$367K -26,995 -58%
TSS
41
Two Sigma Securities
New York
$272K +$261K +19,188 New
IAIM
42
International Assets Investment Management
Florida
$271K – – –
MCA
43
MSH Capital Advisors
Arizona
$257K – – –
IWM
44
IHT Wealth Management
Illinois
$235K +$1.01K +74 +0.4%
FFWM
45
Future Financial Wealth Management
Ohio
$227K – – –
BPA
46
Beacon Pointe Advisors
California
$209K +$40.9K +3,010 +26%
CA
47
CoreCap Advisors
Michigan
$209K -$11.5K -847 -5%
IA
48
Intellus Advisors
Florida
$165K +$9.98K +734 +7%
LFAS
49
Level Four Advisory Services
Texas
$148K +$299 +22 +0.2%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$146K +$1.86K +137 +1%
1
2
3

ISD Hedge Fund Activity: Q2 2025 in Review

62 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q2 2025, worth a combined $110M — down 4.5% from $115M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ISD and 5 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 22 added.

The largest buyer was Wells Fargo, adding an estimated $812K. The largest seller was MJT & Associates Financial Advisory, exiting entirely with an estimated $3.1M sold.

  • 62 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q2 2025, down from 68 in Q1 2025.
  • Funds reported $110M of PGIM High Yield Bond Fund stock for Q2 2025, down 4.5% quarter-over-quarter.
  • 5 funds opened new PGIM High Yield Bond Fund positions in Q2 2025 and 11 closed out, a net change of -6 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q2 2025 was Wells Fargo, an estimated $812K added.
  • The largest PGIM High Yield Bond Fund seller in Q2 2025 was MJT & Associates Financial Advisory, an estimated $3.1M sold.

Based on aggregated 13F filings for Q2 2025.