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ISD

PGIM High Yield Bond Fund

66 hedge funds and large institutions have $160M invested in PGIM High Yield Bond Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

11% more capital invested

Capital invested by funds: $144M → $160M (+$15.7M)

3.82% more ownership

Funds ownership: 30.48%34.3% (+3.8%)

2% more funds holding

Funds holding: 6566 (+1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
28
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$26.5M +$1.05M +74,344 +4%
Morgan Stanley
2
Morgan Stanley
New York
$15.1M -$193K -13,681 -1%
RCM
3
Rivernorth Capital Management
Florida
$14.4M -$24.7K -1,756 -0.2%
PPA
4
Parametric Portfolio Associates
Washington
$9.86M +$3.63M +257,319 +58%
Wells Fargo
5
Wells Fargo
California
$8.97M +$1.53M +108,889 +20%
VIA
6
Vident Investment Advisory
Georgia
$8.06M +$231K +16,368 +3%
1CP
7
1607 Capital Partners
Virginia
$8.05M +$4.16M +295,459 +106%
Invesco
8
Invesco
Georgia
$7.05M +$1.7M +120,849 +32%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$4.67M +$3.92M +277,927 +503%
Kovitz Investment Group Partners
10
Kovitz Investment Group Partners
Illinois
$4.31M +$3.91M +277,470 +912%
Bank of America
11
Bank of America
North Carolina
$3.63M -$753K -53,456 -17%
RJA
12
Raymond James & Associates
Florida
$3.54M +$1.03M +73,001 +41%
BlackRock
13
BlackRock
New York
$3.4M +$3.42M +242,900 New
RCM
14
Robinson Capital Management
Michigan
$3.19M +$1.84M +130,603 +135%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$3.11M -$554K -39,291 -15%
SIA
16
Sit Investment Associates
Minnesota
$3.08M
SCM
17
Saba Capital Management
New York
$2.58M +$704K +49,986 +37%
CIA
18
Capital Investment Advisors
Georgia
$2.25M -$86.1K -6,112 -4%
VCM
19
Vivaldi Capital Management
Illinois
$2.22M +$880K +62,441 +65%
CRC
20
Curi RMB Capital
Illinois
$2.09M -$256K -18,150 -11%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$2.09M
LCM
22
Laurion Capital Management
New York
$2.08M +$2.09M +148,190 New
ICM
23
Ionic Capital Management
New York
$1.51M +$521K +36,960 +52%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.47M +$456K +32,381 +45%
ACH
25
ArrowMark Colorado Holdings
Colorado
$1.36M -$803 -57 -0.1%

ISD Hedge Fund Activity: Q2 2018 in Review

66 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q2 2018, worth a combined $160M — up 11% from $144M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISD positions and 9 closed out — a net gain of 3 holders — while 28 added to existing stakes and 23 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $4.16M. The largest seller was Royal Bank of Canada, cutting an estimated $5.43M.

  • 66 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q2 2018, up from 65 in Q1 2018.
  • Funds reported $160M of PGIM High Yield Bond Fund stock for Q2 2018, up 11% quarter-over-quarter.
  • 12 funds opened new PGIM High Yield Bond Fund positions in Q2 2018 and 9 closed out, a net change of +3 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q2 2018 was 1607 Capital Partners, an estimated $4.16M added.
  • The largest PGIM High Yield Bond Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $5.43M sold.

Based on aggregated 13F filings for Q2 2018.