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ISD

PGIM High Yield Bond Fund

74 hedge funds and large institutions have $198M invested in PGIM High Yield Bond Fund in 2019 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

16% more capital invested

Capital invested by funds: $171M → $198M (+$26.6M)

2.28% more ownership

Funds ownership: 39.54%41.82% (+2.3%)

1% more funds holding

Funds holding: 7374 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
74
Holders Change
+1
Holders Change %
+1.37%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
33
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.9M +$2.37M +170,348 +11%
SCM
2
Saba Capital Management
New York
$22.6M -$226K -16,220 -1%
RCM
3
Rivernorth Capital Management
Florida
$20.8M +$1.89M +135,458 +10%
PPA
4
Parametric Portfolio Associates
Washington
$16.1M +$1.59M +114,054 +11%
Morgan Stanley
5
Morgan Stanley
New York
$11M -$569K -40,841 -5%
1CP
6
1607 Capital Partners
Virginia
$10.4M +$682K +48,998 +7%
Wells Fargo
7
Wells Fargo
California
$10.2M +$1.84M +132,433 +22%
VIA
8
Vident Investment Advisory
Georgia
$8.65M +$284K +20,362 +3%
Invesco
9
Invesco
Georgia
$7.78M +$595K +42,689 +8%
RJA
10
Raymond James & Associates
Florida
$7.37M +$1.11M +79,689 +18%
BPCM
11
Beach Point Capital Management
California
$6.93M +$6.8M +488,497 New
TJHA
12
Thomas J. Herzfeld Advisors
Florida
$6.46M +$195K +14,002 +3%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$4.16M -$63.1K -4,530 -2%
SIA
14
Sit Investment Associates
Minnesota
$3.87M +$586K +42,098 +18%
VCM
15
Vivaldi Capital Management
Illinois
$3.6M +$730K +52,400 +26%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.86M +$93.4K +6,707 +3%
COLIM
17
City of London Investment Management
United Kingdom
$2.85M +$129K +9,276 +5%
CIA
18
Capital Investment Advisors
Georgia
$2.25M -$42.4K -3,047 -2%
Bank of America
19
Bank of America
North Carolina
$2.11M -$854K -61,318 -29%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$1.89M -$41.6K -2,990 -2%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.89M +$130K +9,362 +8%
ICM
22
Ionic Capital Management
New York
$1.77M -$1.28M -92,054 -42%
LHC
23
Little House Capital
Massachusetts
$1.33M +$148K +10,660 +13%
AG
24
Advisor Group
Arizona
$1.3M +$32.1K +2,306 +3%
CP
25
Camelot Portfolios
Ohio
$1.09M +$5.14K +369 +0.5%

ISD Hedge Fund Activity: Q1 2019 in Review

74 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2019, worth a combined $198M — up 16% from $171M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISD positions and 12 closed out — a net gain of 1 holder — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $6.8M. The largest seller was BlackRock, exiting entirely with an estimated $3.17M sold.

  • 74 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2019, up from 73 in Q4 2018.
  • Funds reported $198M of PGIM High Yield Bond Fund stock for Q1 2019, up 16% quarter-over-quarter.
  • 13 funds opened new PGIM High Yield Bond Fund positions in Q1 2019 and 12 closed out, a net change of +1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2019 was Beach Point Capital Management, an estimated $6.8M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2019 was BlackRock, an estimated $3.17M sold.

Based on aggregated 13F filings for Q1 2019.