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ISD

PGIM High Yield Bond Fund

71 hedge funds and large institutions have $183M invested in PGIM High Yield Bond Fund in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

8% more funds holding

Funds holding: 6671 (+5)

6% more capital invested

Capital invested by funds: $173M → $183M (+$10.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.77% less ownership

Funds ownership: 38.47%35.7% (-2.8%)

23% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 26

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
20
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$23.7M -$231K -15,428 -1%
PPA
2
Parametric Portfolio Associates
Washington
$19.4M +$1.54K +103 +0%
RCM
3
Rivernorth Capital Management
Florida
$18.4M -$436K -29,126 -2%
PCM
4
Penserra Capital Management
California
$10.7M +$10.3M +691,645 New
Morgan Stanley
5
Morgan Stanley
New York
$10.6M -$761K -50,913 -7%
SCM
6
Saba Capital Management
New York
$10.5M -$2.49M -166,355 -20%
Invesco
7
Invesco
Georgia
$9.81M +$1.08M +72,143 +13%
Wells Fargo
8
Wells Fargo
California
$8.97M -$18.4K -1,232 -0.2%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$7.67M -$152K -10,138 -2%
SIA
10
Sit Investment Associates
Minnesota
$6.42M +$603K +40,300 +11%
VCM
11
Vivaldi Capital Management
Illinois
$5.72M +$71.5K +4,782 +1%
RJA
12
Raymond James & Associates
Florida
$5.01M -$1.63M -109,019 -25%
CIA
13
Capital Investment Advisors
Georgia
$4.58M -$63.7K -4,262 -1%
1CP
14
1607 Capital Partners
Virginia
$4.08M -$7.56M -505,767 -66%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.88M +$462K +30,924 +14%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.25M -$2.67M -178,687 -46%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.1M +$10.3K +687 +0.5%
RCM
18
Robinson Capital Management
Michigan
$1.91M -$23.2K -1,550 -1%
Bank of America
19
Bank of America
North Carolina
$1.91M +$31.4K +2,098 +2%
GC
20
Guggenheim Capital
Illinois
$1.83M +$484K +32,357 +37%
COLIM
21
City of London Investment Management
United Kingdom
$1.81M +$1.76M +117,648 New
AG
22
Advisor Group
Arizona
$1.71M -$139K -9,300 -8%
LHC
23
Little House Capital
Massachusetts
$1.53M +$113K +7,556 +8%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.5M +$119K +7,991 +9%
ICM
25
Ionic Capital Management
New York
$1.23M

ISD Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q4 2019, worth a combined $183M — up 6.1% from $173M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ISD positions and 6 closed out — a net gain of 6 holders — while 20 added to existing stakes and 26 trimmed.

The largest buyer was Penserra Capital Management, opening a new position worth an estimated $10.3M. The largest seller was Vident Investment Advisory, exiting entirely with an estimated $9.82M sold.

  • 71 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $183M of PGIM High Yield Bond Fund stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 12 funds opened new PGIM High Yield Bond Fund positions in Q4 2019 and 6 closed out, a net change of +6 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q4 2019 was Penserra Capital Management, an estimated $10.3M added.
  • The largest PGIM High Yield Bond Fund seller in Q4 2019 was Vident Investment Advisory, an estimated $9.82M sold.

Based on aggregated 13F filings for Q4 2019.