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ISD

PGIM High Yield Bond Fund
ISD

93 hedge funds and large institutions have $160M invested in PGIM High Yield Bond Fund in 2022 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 27 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

7% more funds holding

Funds holding: 87 → 93 (+6)

4% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 27

4% more capital invested

Capital invested by funds: $154M → $160M (+$5.5M)

0.64% more ownership

Funds ownership: 40.07% → 40.72% (+0.64%)

Holders
93
Holders Change
+6
Holders Change %
+6.9%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
28
Reduced
27
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.61M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$1.63M
3
Brown Advisory
Brown Advisory
Maryland
+$1.55M
4
AIM
AHL Investment Management
Florida
+$1.42M
5
LSC
Logan Stone Capital
Illinois
+$869K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$1.67M
2
FIM
FWL Investment Management
Texas
-$1.41M
3
RJA
Raymond James & Associates
Florida
-$1.17M
4
Morgan Stanley
Morgan Stanley
New York
-$1.16M
5
BlackRock
BlackRock
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$110K +$111K +9,233 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$102K +$25.2K +2,088 +32%
MCC
78
Money Concepts Capital
Florida
$71K +$72.1K +5,984 New
IA
79
IFP Advisors
Florida
$45K -$205 -17 -0.5%
OIA
80
Optimum Investment Advisors
Illinois
$38.6K – – –
CWC
81
Carolinas Wealth Consulting
North Carolina
$38.4K – – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$38.3K – – –
HNWAG
83
High Net Worth Advisory Group
Florida
$35.6K – – –
PFG
84
Piershale Financial Group
Illinois
$23.7K +$24.1K +2,000 New
ACM
85
Antonetti Capital Management
Florida
$17.8K – – –
HI
86
Harbour Investments
Wisconsin
$11.9K – – –
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$11.9K +$12.1K +1,000 New
SWM
88
Spire Wealth Management
Virginia
$11K – – –
ASN
89
Advisory Services Network
Georgia
$7.08K +$7.18K +596 New
USCWA
90
U.S. Capital Wealth Advisors
Texas
$5.93K +$6.03K +500 New
OCM
91
Osterweis Capital Management
California
$3.56K – – –
S
92
SignatureFD
Georgia
$2.37K – – –
EWA
93
EverSource Wealth Advisors
Alabama
$2.15K – – –
PAG
94
Private Advisor Group
New Jersey
$1.73K +$243K +20,128 +16%
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$1K -$7.23K -600 -83%
HNB
96
Huntington National Bank
Ohio
$24 – – –
BlackRock
97
BlackRock
New York
– -$1.02M -88,177 Closed
Millennium Management
98
Millennium Management
New York
– -$261K -22,604 Closed
HF
99
HRT Financial
New York
– -$188K -16,365 Closed
QC
100
Quantedge Capital
Singapore
– -$170K -14,719 Closed
1 2 3
4
5

ISD Hedge Fund Activity: Q4 2022 in Review

93 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q4 2022, worth a combined $160M — up 3.6% from $154M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISD positions and 10 closed out — a net gain of 7 holders — while 28 added to existing stakes and 27 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $2.61M. The largest seller was Sit Investment Associates, cutting an estimated $1.67M.

  • 93 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q4 2022, up from 87 in Q3 2022.
  • Funds reported $160M of PGIM High Yield Bond Fund stock for Q4 2022, up 3.6% quarter-over-quarter.
  • 17 funds opened new PGIM High Yield Bond Fund positions in Q4 2022 and 10 closed out, a net change of +7 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q4 2022 was Commonwealth Equity Services, an estimated $2.61M added.
  • The largest PGIM High Yield Bond Fund seller in Q4 2022 was Sit Investment Associates, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2022.