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ISD

PGIM High Yield Bond Fund

80 hedge funds and large institutions have $220M invested in PGIM High Yield Bond Fund in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 16

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

5% more funds holding

Funds holding: 7680 (+4)

2.29% more ownership

Funds ownership: 40.6%42.89% (+2.3%)

0% less capital invested

Capital invested by funds: $220M → $220M (-$19K)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
39
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCA
51
MSH Capital Advisors
Arizona
$291K +$293K +18,105 New
FFWM
52
Future Financial Wealth Management
Ohio
$283K +$32.3K +2,000 +13%
RJT
53
Raymond James Trust
Florida
$259K +$59.1K +3,658 +29%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$240K -$1.18K -73 -0.5%
FWM
55
Foresight Wealth Management
Utah
$235K +$37.7K +2,332 +19%
AWAP
56
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$224K +$7.92K +490 +4%
D.E. Shaw & Co
57
D.E. Shaw & Co
New York
$201K
Koshinski Asset Management
58
Koshinski Asset Management
Illinois
$199K +$4.62K +286 +2%
PAS
59
Park Avenue Securities
New York
$194K +$2.49K +154 +1%
CA
60
Cetera Advisors
Colorado
$180K +$10.7K +665 +6%
CWA
61
Capital Wealth Alliance
Arizona
$167K +$1.86K +115 +1%
LCM
62
Landscape Capital Management
New Jersey
$165K +$166K +10,302 New
Lazard Asset Management
63
Lazard Asset Management
New York
$160K
Nomura Holdings
64
Nomura Holdings
Japan
$160K +$162K +10,000 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$151K -$588K -36,398 -80%
CA
66
CoreCap Advisors
Michigan
$140K +$141K +8,700 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$135K -$9.69K -600 -7%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$112K
AWA
69
Amplius Wealth Advisors
Pennsylvania
$80K +$80.8K +5,000 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$62K
OIA
71
Optimum Investment Advisors
Illinois
$52K -$48.5K -3,000 -48%
CWC
72
Carolinas Wealth Consulting
North Carolina
$52K
HNWAG
73
High Net Worth Advisory Group
Florida
$48K +$48.5K +3,000 New
ACM
74
Antonetti Capital Management
Florida
$42K
FF
75
FourThought Financial
Florida
$37K

ISD Hedge Fund Activity: Q4 2021 in Review

80 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q4 2021, worth a combined $220M — down 0.01% from $220M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISD positions and 8 closed out — a net gain of 5 holders — while 39 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.74M. The largest seller was Wells Fargo, cutting an estimated $4.44M.

  • 80 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q4 2021, up from 76 in Q3 2021.
  • Funds reported $220M of PGIM High Yield Bond Fund stock for Q4 2021, down 0.01% quarter-over-quarter.
  • 13 funds opened new PGIM High Yield Bond Fund positions in Q4 2021 and 8 closed out, a net change of +5 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q4 2021 was Sit Investment Associates, an estimated $1.74M added.
  • The largest PGIM High Yield Bond Fund seller in Q4 2021 was Wells Fargo, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2021.