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ISD

PGIM High Yield Bond Fund

61 hedge funds and large institutions have $112M invested in PGIM High Yield Bond Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

2% more capital invested

Capital invested by funds: $110M → $112M (+$2.16M)

0.11% more ownership

Funds ownership: 23.38%23.49% (+0.11%)

2% less funds holding

Funds holding: 6261 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
26
Hilton Capital Management
New York
$833K -$36.6K -2,540 -4%
ACP
27
Aviance Capital Partners
Florida
$806K +$8.77K +609 +1%
Stifel Financial
28
Stifel Financial
Missouri
$745K +$164K +11,383 +28%
NA
29
NewEdge Advisors
Louisiana
$674K +$203K +14,066 +43%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$604K +$22.6K +1,567 +4%
MWM
31
Modern Wealth Management
Kansas
$589K -$23.9K -1,656 -4%
SC
32
Stolper & Co
Oklahoma
$562K +$403 +28 +0.1%
IPAM
33
Investment Partners Asset Management
New Jersey
$510K -$2.74K -190 -0.5%
WWM
34
Western Wealth Management
Colorado
$418K -$25.9K -1,798 -6%
Corient Private Wealth
35
Corient Private Wealth
Florida
$349K
BPA
36
Beacon Pointe Advisors
California
$316K +$103K +7,182 +49%
MCFP
37
Mallini Complete Financial Planning
Florida
$290K +$3.1K +215 +1%
IAIM
38
International Assets Investment Management
Florida
$272K
MCA
39
MSH Capital Advisors
Arizona
$260K
FFWM
40
Future Financial Wealth Management
Ohio
$259K +$28.8K +2,000 +13%
CA
41
CoreCap Advisors
Michigan
$250K +$38.5K +2,671 +18%
IWM
42
IHT Wealth Management
Illinois
$234K -$5.34K -371 -2%
IA
43
Intellus Advisors
Florida
$230K +$62.3K +4,325 +37%
AWM
44
Activest Wealth Management
Florida
$174K -$111K -7,697 -39%
DJYG
45
David J. Yvars Group
Florida
$157K +$157K +10,898 New
LFAS
46
Level Four Advisory Services
Texas
$151K +$317 +22 +0.2%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$113K +$114K +7,881 New
AAP
48
Arax Advisory Partners
Colorado
$97.9K +$98K +6,807 New
FWM
49
FSA Wealth Management
Massachusetts
$70.3K
PS
50
Principal Securities
Iowa
$48.6K +$1.04K +72 +2%

ISD Hedge Fund Activity: Q3 2025 in Review

61 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2025, worth a combined $112M — up 2% from $110M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISD and 7 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 22 added.

The largest buyer was SteelPeak Wealth, adding an estimated $847K. The largest seller was Morgan Stanley, cutting an estimated $852K.

  • 61 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2025, down from 62 in Q2 2025.
  • Funds reported $112M of PGIM High Yield Bond Fund stock for Q3 2025, up 2% quarter-over-quarter.
  • 7 funds opened new PGIM High Yield Bond Fund positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2025 was SteelPeak Wealth, an estimated $847K added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2025 was Morgan Stanley, an estimated $852K sold.

Based on aggregated 13F filings for Q3 2025.