PGIM High Yield Bond Fund
ISD
81 hedge funds and large institutions have $201M invested in PGIM High Yield Bond Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 7 closing their positions.
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
1% more funds holding
Funds holding: 80 → 81 (+1)
0.64% less ownership
Funds ownership: 42.89% → 42.25% (-0.64%)
9% less capital invested
Capital invested by funds: $220M → $201M (-$18.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.93M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.83M |
| 3 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$1.28M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.23M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Castleview Partners
Dallas,
Texas
|
-$8.45M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$2.11M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.78M |
| 4 |
Morgan Stanley
New York
|
-$1.17M |
| 5 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
-$1.16M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNWAG
76
High Net Worth Advisory Group
Naples,
Florida
| $43K | – | – | – |
|
|
ACM
77
Antonetti Capital Management
Naples,
Florida
| $37K | – | – | – |
|
|
FF
78
FourThought Financial
Venice,
Florida
| $33K | – | – | – |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $27K | -$29.9K | -2,000 | -52% |
|
|
SWM
80
Spire Wealth Management
Mclean,
Virginia
| $26K | – | – | – |
|
|
APA
81
American Portfolios Advisors
Holbrook,
New York
| $5.02K | +$5.23K | +350 | New |
|
|
S
82
SignatureFD
Atlanta,
Georgia
| $3K | – | – | – |
|
|
PIA
83
Powell Investment Advisors
Miami,
Florida
| – | -$366K | -22,638 | Closed |
|
|
FWM
84
Foresight Wealth Management
Draper,
Utah
| – | -$235K | -14,641 | Closed |
|
85
Nomura Holdings
Tokyo,
Japan
| – | -$160K | -10,000 | Closed |
|
|
AWA
86
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$80K | -5,000 | Closed |
|
|
CA
87
Centerpoint Advisors
Needham,
Massachusetts
| – | -$8K | -485 | Closed |
|
|
GWM
88
Geneos Wealth Management
Englewood,
Colorado
| – | -$4K | -250 | Closed |
|
ISD Hedge Fund Activity: Q1 2022 in Review
81 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2022, worth a combined $201M — down 8.6% from $220M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new ISD positions and 7 closed out — a net gain of 1 holder — while 37 added to existing stakes and 23 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $1.93M. The largest seller was Castleview Partners, cutting an estimated $8.45M.
- 81 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2022, up from 80 in Q4 2021.
- Funds reported $201M of PGIM High Yield Bond Fund stock for Q1 2022, down 8.6% quarter-over-quarter.
- 8 funds opened new PGIM High Yield Bond Fund positions in Q1 2022 and 7 closed out, a net change of +1 holder.
- The largest PGIM High Yield Bond Fund buyer in Q1 2022 was Rivernorth Capital Management, an estimated $1.93M added.
- The largest PGIM High Yield Bond Fund seller in Q1 2022 was Castleview Partners, an estimated $8.45M sold.
Based on aggregated 13F filings for Q1 2022.