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ISD

PGIM High Yield Bond Fund

68 hedge funds and large institutions have $115M invested in PGIM High Yield Bond Fund in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

0% more funds holding

Funds holding: 6868 (0)

1% less capital invested

Capital invested by funds: $116M → $115M (-$1.06M)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

1.3% less ownership

Funds ownership: 25.64%24.34% (-1.3%)

Holders
68
Holders Change
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
20
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SXL
51
Summit X LLC
Missouri
$194K +$191K +13,614 New
BPA
52
Beacon Pointe Advisors
California
$168K +$14K +1,000 +9%
IA
53
Intellus Advisors
Florida
$155K -$8.27K -589 -5%
LFAS
54
Level Four Advisory Services
Texas
$149K +$295 +21 +0.2%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$144K +$142K +10,139 New
FWM
56
FSA Wealth Management
Massachusetts
$69.7K
OIA
57
Optimum Investment Advisors
Illinois
$46.3K
CWC
58
Carolinas Wealth Consulting
North Carolina
$45.7K
PS
59
Principal Securities
Iowa
$43.3K
GWM
60
Geneos Wealth Management
Colorado
$36K +$12.9K +916 +371%
Comerica Bank
61
Comerica Bank
Texas
$30.2K -$28 -2 -0.1%
HI
62
Harbour Investments
Wisconsin
$14.3K
SWM
63
Spire Wealth Management
Virginia
$8.55K +$8.42K +600 New
GWSG
64
GPS Wealth Strategies Group
Colorado
$7.48K
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$5.84K
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$3K
WA
67
WPG Advisers
Maryland
$2.94K -$2.43K -173 -46%
CCM
68
Coldstream Capital Management
Washington
$969 +$955 +68 New
HNB
69
Huntington National Bank
Ohio
$29
PCM
70
Penserra Capital Management
California
-$5.27M -385,160 Closed
SFS
71
Shaker Financial Services
Virginia
-$1.39M -100,959 Closed
Corient Private Wealth
72
Corient Private Wealth
Florida
-$4.84K -24,591 Closed
SA
73
Sanctuary Advisors
Indiana
-$270K -19,701 Closed
CP
74
Camelot Portfolios
Ohio
-$209K -15,300 Closed
AWM
75
Avior Wealth Management
Nebraska
-$55.7K -4,070 Closed

ISD Hedge Fund Activity: Q1 2025 in Review

68 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2025, worth a combined $115M — down 0.91% from $116M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISD positions and 9 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.57M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $5.27M sold.

  • 68 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $115M of PGIM High Yield Bond Fund stock for Q1 2025, down 0.91% quarter-over-quarter.
  • 10 funds opened new PGIM High Yield Bond Fund positions in Q1 2025 and 9 closed out, a net change of +1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2025 was Commonwealth Equity Services, an estimated $1.57M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2025 was Penserra Capital Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q1 2025.