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ISD

PGIM High Yield Bond Fund

52 hedge funds and large institutions have $140M invested in PGIM High Yield Bond Fund in 2016 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $134M → $140M (+$5.88M)

0.61% more ownership

Funds ownership: 27.28%27.88% (+0.61%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2% less funds holding

Funds holding: 5352 (-1)

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
18
Reduced
15
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
$20M +$608K +41,061 +3%
Wells Fargo
2
Wells Fargo
California
$13.3M +$5.75M +388,566 +82%
UBS Group
3
UBS Group
Switzerland
$11.6M -$470K -31,773 -4%
RCM
4
Rivernorth Capital Management
Florida
$11.3M -$629K -42,500 -5%
Bessemer Group
5
Bessemer Group
New Jersey
$11.1M -$1.85M -125,223 -15%
GC
6
Guggenheim Capital
Illinois
$7.32M -$1.26M -85,093 -15%
PPA
7
Parametric Portfolio Associates
Washington
$7.08M -$867K -58,566 -11%
Bank of America
8
Bank of America
North Carolina
$6.02M -$399K -26,941 -6%
YMRC
9
Yorktown Management & Research Company
Virginia
$5.54M
EVM
10
Eaton Vance Management
Massachusetts
$5.5M +$76.6K +5,174 +1%
Invesco
11
Invesco
Georgia
$5.06M -$333K -22,512 -6%
AAM
12
Advisors Asset Management
Colorado
$4.91M +$1.13M +76,176 +31%
RJA
13
Raymond James & Associates
Florida
$3.68M -$581K -39,283 -14%
EM
14
EnTrustPermal Management
New York
$3.5M +$1.15M +77,600 +52%
CIA
15
Capital Investment Advisors
Georgia
$3.46M +$617K +41,718 +23%
LPL Financial
16
LPL Financial
California
$2.81M +$1.22M +82,169 +81%
TAM
17
Trust Asset Management
Texas
$2.69M
RJFSA
18
Raymond James Financial Services Advisors
Florida
$2.09M +$51.5K +3,480 +3%
CI
19
Cowen Inc
New York
$1.4M +$1.35M +91,000 New
Baird Financial Group
20
Baird Financial Group
Wisconsin
$1.32M +$270K +18,216 +27%
Deutsche Bank
21
Deutsche Bank
Germany
$976K +$29K +1,957 +3%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$923K +$799K +54,000 +910%
HNB
23
Huntington National Bank
Ohio
$879K
CS
24
Credit Suisse
Switzerland
$828K
HCM
25
Hilton Capital Management
New York
$770K

ISD Hedge Fund Activity: Q1 2016 in Review

52 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2016, worth a combined $140M — up 4.4% from $134M a quarter earlier.

Fund positioning in ISD was balanced in Q1 2016: 8 funds opened new positions, 8 closed out, 18 added to existing stakes and 15 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.75M. The largest seller was Advent Capital Management, exiting entirely with an estimated $2.12M sold.

  • 52 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2016, down from 53 in Q4 2015.
  • Funds reported $140M of PGIM High Yield Bond Fund stock for Q1 2016, up 4.4% quarter-over-quarter.
  • 8 funds opened new PGIM High Yield Bond Fund positions in Q1 2016 and 8 closed out, a net change of 0 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2016 was Wells Fargo, an estimated $5.75M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2016 was Advent Capital Management, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2016.