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ISD

PGIM High Yield Bond Fund

36 hedge funds and large institutions have $101M invested in PGIM High Yield Bond Fund in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 5

13% more capital invested

Capital invested by funds: $89.3M → $101M (+$11.2M)

2.94% more ownership

Funds ownership: 14.39%17.33% (+2.9%)

8% less funds holding

Funds holding: 3936 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
36
Holders Change
-3
Holders Change %
-7.69%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$29.7M +$5.55M +321,543 +22%
Bessemer Group
2
Bessemer Group
New Jersey
$12.9M +$13.3M +769,833 New
GC
3
Guggenheim Capital
Illinois
$12.1M +$3.4M +197,025 +37%
Bank of America
4
Bank of America
North Carolina
$6.71M -$3.87M -224,014 -36%
Invesco
5
Invesco
Georgia
$6.57M -$167K -9,650 -2%
PPA
6
Parametric Portfolio Associates
Washington
$5.14M +$1.85M +107,035 +53%
SCM
7
Saba Capital Management
New York
$3.55M -$4.55M -263,686 -55%
BTS
8
BB&T Securities
Virginia
$3.52M +$6.54K +379 +2%
Wells Fargo
9
Wells Fargo
California
$3.18M +$455K +26,386 +16%
RJA
10
Raymond James & Associates
Florida
$2.98M +$54.3K +3,144 +2%
KSCM
11
Kamunting Street Capital Management
Florida
$2.14M +$45.1K +2,616 +2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.5M +$395K +22,908 +34%
SFS
13
Shaker Financial Services
Virginia
$1.29M +$910K +52,760 +218%
B
14
Baird
Wisconsin
$1.29M +$216K +12,517 +19%
U
15
UBS
Switzerland
$979K -$501K -29,011 -33%
CIA
16
Capital Investment Advisors
Georgia
$929K +$174K +10,063 +22%
HNB
17
Huntington National Bank
Ohio
$904K
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$685K +$82.2K +4,765 +13%
DS
19
DRW Securities
Illinois
$556K
TAM
20
Trust Asset Management
Texas
$538K
Deutsche Bank
21
Deutsche Bank
Germany
$484K +$40K +2,320 +9%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$480K -$98.5K -5,707 -17%
LPL Financial
23
LPL Financial
California
$454K +$56.4K +3,266 +14%
DA
24
Doliver Advisors
Texas
$428K +$442K +25,607 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$344K +$93.5K +5,418 +36%

ISD Hedge Fund Activity: Q3 2014 in Review

36 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2014, worth a combined $101M — up 13% from $89.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ISD and 4 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 20 added.

The largest buyer was Bessemer Group, opening a new position worth an estimated $13.3M. The largest seller was Saba Capital Management, cutting an estimated $4.55M.

  • 36 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2014, down from 39 in Q2 2014.
  • Funds reported $101M of PGIM High Yield Bond Fund stock for Q3 2014, up 13% quarter-over-quarter.
  • 4 funds opened new PGIM High Yield Bond Fund positions in Q3 2014 and 7 closed out, a net change of -3 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2014 was Bessemer Group, an estimated $13.3M added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2014 was Saba Capital Management, an estimated $4.55M sold.

Based on aggregated 13F filings for Q3 2014.