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ISD

PGIM High Yield Bond Fund

71 hedge funds and large institutions have $164M invested in PGIM High Yield Bond Fund in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

1% more funds holding

Funds holding: 7071 (+1)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

1% more capital invested

Capital invested by funds: $163M → $164M (+$1.21M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.18% less ownership

Funds ownership: 36.91%35.74% (-1.2%)

Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
25
Reduced
23
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$20.2M -$7.69M -556,463 -28%
PPA
2
Parametric Portfolio Associates
Washington
$19.3M -$295K -21,326 -2%
RCM
3
Rivernorth Capital Management
Florida
$13.9M -$2.29M -165,501 -14%
Wells Fargo
4
Wells Fargo
California
$11.7M -$776K -56,138 -6%
PCM
5
Penserra Capital Management
California
$10.4M +$589K +42,640 +6%
Morgan Stanley
6
Morgan Stanley
New York
$10.3M +$179K +12,984 +2%
SIA
7
Sit Investment Associates
Minnesota
$9.34M +$3.77M +273,099 +68%
Invesco
8
Invesco
Georgia
$7.79M -$95.9K -6,943 -1%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$6.13M -$2.42M -175,055 -28%
VCM
10
Vivaldi Capital Management
Illinois
$4.98M -$475K -34,390 -9%
CIA
11
Capital Investment Advisors
Georgia
$4.65M +$352K +25,468 +8%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$3.47M +$113K +8,199 +3%
COLIM
13
City of London Investment Management
United Kingdom
$2.81M
UBS Group
14
UBS Group
Switzerland
$2.7M +$184K +13,304 +7%
GC
15
Guggenheim Capital
Illinois
$2.64M +$405K +29,334 +18%
RJA
16
Raymond James & Associates
Florida
$2.39M -$195K -14,103 -8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.32M +$15.2K +1,100 +0.7%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.18M -$14.2K -1,026 -0.6%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.1M +$273K +19,751 +15%
AAM
20
Advisors Asset Management
Colorado
$1.63M +$796K +57,610 +96%
Cohen & Steers
21
Cohen & Steers
New York
$1.63M +$1.63M +117,656 New
HCM
22
Hilton Capital Management
New York
$1.55M +$401K +29,000 +35%
SPIA
23
Steward Partners Investment Advisory
New York
$1.46M +$847K +61,304 +137%
FFA
24
First Foundation Advisors
California
$1.46M +$242K +17,500 +20%
Bank of America
25
Bank of America
North Carolina
$1.46M -$283K -20,505 -16%

ISD Hedge Fund Activity: Q3 2020 in Review

71 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2020, worth a combined $164M — up 0.74% from $163M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ISD positions and 8 closed out — a net gain of 1 holder — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.77M. The largest seller was Saba Capital Management, cutting an estimated $7.69M.

  • 71 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2020, up from 70 in Q2 2020.
  • Funds reported $164M of PGIM High Yield Bond Fund stock for Q3 2020, up 0.74% quarter-over-quarter.
  • 9 funds opened new PGIM High Yield Bond Fund positions in Q3 2020 and 8 closed out, a net change of +1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2020 was Sit Investment Associates, an estimated $3.77M added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2020 was Saba Capital Management, an estimated $7.69M sold.

Based on aggregated 13F filings for Q3 2020.