ISD

PGIM High Yield Bond Fund
ISD

Overview Fund Activity

79 hedge funds and large institutions have $151M invested in PGIM High Yield Bond Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 31 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
15
Reduced
31
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
Foundations Investment Advisors
Arizona
$2.45M
2
AAM
Advisors Asset Management
Colorado
$7.47M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.36M
4
RA
RFG Advisory
Alabama
$499K
5
SPIA
Steward Partners Investment Advisory
New York
$2.34M

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
$2.43M
2
Morgan Stanley
Morgan Stanley
New York
$36.2M
3
Cohen & Steers
Cohen & Steers
New York
$8.16M
4
Invesco
Invesco
Georgia
$5.76M
5
SFS
Shaker Financial Services
Virginia
$525K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJT
51
Raymond James Trust
Florida
$262K – – –
AUIM
52
Aegon USA Investment Management
Iowa
$260K – – –
MCA
53
MSH Capital Advisors
Arizona
$225K – – –
IAIM
54
International Assets Investment Management
Florida
$220K +$49.2K +3,958 +29%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$209K +$3.41K +275 +2%
WI
56
Wintrust Investments
Illinois
$203K +$203K +16,309 New
Mariner
57
Mariner
Kansas
$200K -$25.3K -2,041 -11%
PCIA
58
Prime Capital Investment Advisors
Kansas
$184K +$184K +14,833 New
CAN
59
Cetera Advisor Networks
California
$173K +$683 +55 +0.4%
AWS
60
Atria Wealth Solutions
New York
$172K – – –
AWAP
61
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$166K – – –
FFWM
62
Future Financial Wealth Management
Ohio
$156K – – –
IWM
63
IHT Wealth Management
Illinois
$133K – – –
CWA
64
Capital Wealth Alliance
Arizona
$125K +$125K +10,092 New
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$98.7K +$98.7K +7,945 New
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$71.8K -$74.5K -6,000 -51%
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$65.9K – – –
VAG
68
VisionPoint Advisory Group
Texas
$44.5K -$349K -28,085 -89%
OIA
69
Optimum Investment Advisors
Illinois
$40.4K – – –
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$40.1K – – –
CWC
71
Carolinas Wealth Consulting
North Carolina
$39.8K – – –
PFG
72
Piershale Financial Group
Illinois
$25.7K +$646 +52 +3%
HI
73
Harbour Investments
Wisconsin
$12.4K – – –
CSPIA
74
Cary Street Partners Investment Advisory
Virginia
$12.4K – – –
SWM
75
Spire Wealth Management
Virginia
$11.3K – – –
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