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ISD

PGIM High Yield Bond Fund

44 hedge funds and large institutions have $122M invested in PGIM High Yield Bond Fund in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 8

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

5% more funds holding

Funds holding: 4244 (+2)

0.77% more ownership

Funds ownership: 20.67%21.44% (+0.77%)

1% more capital invested

Capital invested by funds: $121M → $122M (+$695K)

Holders
44
Holders Change
+2
Holders Change %
+4.76%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M -$2.41M -146,815 -9%
Bessemer Group
2
Bessemer Group
New Jersey
$16M +$111K +6,758 +0.7%
UBS Group
3
UBS Group
Switzerland
$13.6M +$670K +40,834 +5%
GC
4
Guggenheim Capital
Illinois
$10.9M +$265K +16,141 +2%
Bank of America
5
Bank of America
North Carolina
$7.94M +$3.23M +196,664 +67%
PPA
6
Parametric Portfolio Associates
Washington
$7.22M +$1.7M +103,309 +30%
BTS
7
BB&T Securities
Virginia
$6.67M +$42.1K +2,566 +7%
Wells Fargo
8
Wells Fargo
California
$6.52M +$1.87M +113,758 +40%
Invesco
9
Invesco
Georgia
$5.59M -$1.53M -93,001 -21%
TAM
10
Trust Asset Management
Texas
$4.28M +$864K +52,653 +25%
RJA
11
Raymond James & Associates
Florida
$2.78M -$85K -5,179 -3%
CIA
12
Capital Investment Advisors
Georgia
$2.12M +$772K +47,012 +56%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.6M +$252K +15,374 +18%
B
14
Baird
Wisconsin
$1.4M +$495K +30,155 +54%
LCM
15
Laurion Capital Management
New York
$1.34M +$439K +26,765 +48%
DA
16
Doliver Advisors
Texas
$1.14M +$1.15M +70,050 New
KSCM
17
Kamunting Street Capital Management
Florida
$1.03M -$544K -33,165 -34%
RCM
18
Rivernorth Capital Management
Florida
$997K -$532K -32,414 -35%
HNB
19
Huntington National Bank
Ohio
$879K +$887K +54,010 New
Deutsche Bank
20
Deutsche Bank
Germany
$749K +$130K +7,900 +21%
LPL Financial
21
LPL Financial
California
$734K +$352K +21,422 +91%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$693K +$24.5K +1,495 +4%
DS
23
DRW Securities
Illinois
$691K +$23K +1,400 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$438K -$35.4K -2,159 -7%
SWP
25
Stratos Wealth Partners
Ohio
$341K +$25.9K +1,575 +8%

ISD Hedge Fund Activity: Q1 2015 in Review

44 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2015, worth a combined $122M — up 0.57% from $121M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISD positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 8 trimmed.

The largest buyer was Bank of America, adding an estimated $3.23M. The largest seller was SG Americas Securities, exiting entirely with an estimated $2.76M sold.

  • 44 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2015, up from 42 in Q4 2014.
  • Funds reported $122M of PGIM High Yield Bond Fund stock for Q1 2015, up 0.57% quarter-over-quarter.
  • 10 funds opened new PGIM High Yield Bond Fund positions in Q1 2015 and 8 closed out, a net change of +2 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2015 was Bank of America, an estimated $3.23M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2015 was SG Americas Securities, an estimated $2.76M sold.

Based on aggregated 13F filings for Q1 2015.