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ISD

PGIM High Yield Bond Fund

68 hedge funds and large institutions have $116M invested in PGIM High Yield Bond Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.76% less ownership

Funds ownership: 28.4%25.64% (-2.8%)

6% less funds holding

Funds holding: 7268 (-4)

9% less capital invested

Capital invested by funds: $128M → $116M (-$11.9M)

25% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 24

Holders
68
Holders Change
-4
Holders Change %
-5.56%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$143K +$145K +10,419 New
FWM
52
FSA Wealth Management
Massachusetts
$66.9K
AWM
53
Avior Wealth Management
Nebraska
$55.7K -$65.6K -4,711 -54%
OIA
54
Optimum Investment Advisors
Illinois
$44.5K
CWC
55
Carolinas Wealth Consulting
North Carolina
$44.2K
PS
56
Principal Securities
Iowa
$43.3K -$1.48K -106 -3%
Comerica Bank
57
Comerica Bank
Texas
$29.1K -$334 -24 -1%
HI
58
Harbour Investments
Wisconsin
$13.7K
RCM
59
Raleigh Capital Management
North Carolina
$11.6K
GWSG
60
GPS Wealth Strategies Group
Colorado
$7.18K
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$5.61K -$11.4K -820 -67%
PWA
62
Provenance Wealth Advisors
Florida
$5.57K
KWAG
63
Kiely Wealth Advisory Group
North Carolina
$5.23K
WA
64
WPG Advisers
Maryland
$5.18K +$5.27K +379 New
Corient Private Wealth
65
Corient Private Wealth
Florida
$4.84K +$4.58K +329 +1%
GWM
66
Geneos Wealth Management
Colorado
$3.38K -$3.69K -265 -52%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$3K
PAM
68
Parvin Asset Management
South Dakota
$684 +$696 +50 New
HNB
69
Huntington National Bank
Ohio
$27
RC
70
Rareview Capital
Nevada
-$492K -35,303 Closed
Jane Street
71
Jane Street
New York
-$322K -23,104 Closed
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
-$144K -10,347 Closed
HGERS
73
Householder Group Estate & Retirement Specialist
Arizona
-$29K -2,127 Closed
GJWM
74
Gilliland Jeter Wealth Management
Arkansas
-$10.9K -779 Closed
TRCT
75
Tower Research Capital (TRC)
New York
-$9.37K -672 Closed

ISD Hedge Fund Activity: Q4 2024 in Review

68 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q4 2024, worth a combined $116M — down 9.3% from $128M a quarter earlier.

Fund positioning in ISD was balanced in Q4 2024: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 24 trimmed.

The largest buyer was Guggenheim Capital, adding an estimated $1.51M. The largest seller was Morgan Stanley, cutting an estimated $5.74M.

  • 68 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q4 2024, down from 72 in Q3 2024.
  • Funds reported $116M of PGIM High Yield Bond Fund stock for Q4 2024, down 9.3% quarter-over-quarter.
  • 8 funds opened new PGIM High Yield Bond Fund positions in Q4 2024 and 8 closed out, a net change of 0 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $1.51M added.
  • The largest PGIM High Yield Bond Fund seller in Q4 2024 was Morgan Stanley, an estimated $5.74M sold.

Based on aggregated 13F filings for Q4 2024.