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ISD

PGIM High Yield Bond Fund

77 hedge funds and large institutions have $204M invested in PGIM High Yield Bond Fund in 2021 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 36 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 20

13% more capital invested

Capital invested by funds: $180M → $204M (+$24M)

3.06% more ownership

Funds ownership: 36.11%39.17% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less funds holding

Funds holding: 8277 (-5)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

Holders
77
Holders Change
-5
Holders Change %
-6.1%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
36
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$40.6M +$16.4M +1,065,549 +70%
PCM
2
Penserra Capital Management
California
$13.7M +$1.03M +67,180 +8%
Wells Fargo
3
Wells Fargo
California
$12.2M -$1.05M -68,275 -8%
Morgan Stanley
4
Morgan Stanley
New York
$12.2M -$120K -7,842 -1%
RCM
5
Rivernorth Capital Management
Florida
$12M -$2.95M -191,930 -20%
SIA
6
Sit Investment Associates
Minnesota
$11.4M +$484K +31,520 +5%
Invesco
7
Invesco
Georgia
$8.81M +$134K +8,697 +2%
SCM
8
Saba Capital Management
New York
$7.16M -$7.7M -501,013 -52%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$6.96M +$77.1K +5,021 +1%
CIA
10
Capital Investment Advisors
Georgia
$6.07M +$346K +22,535 +6%
COLIM
11
City of London Investment Management
United Kingdom
$4.94M +$1.08M +70,000 +29%
VCM
12
Vivaldi Capital Management
Illinois
$4.91M -$461K -29,989 -9%
Cohen & Steers
13
Cohen & Steers
New York
$4.74M +$2.72M +177,375 +141%
GC
14
Guggenheim Capital
Illinois
$3.59M +$414K +26,965 +13%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$3.58M -$436K -28,402 -11%
UBS Group
16
UBS Group
Switzerland
$3.06M +$60K +3,908 +2%
RJA
17
Raymond James & Associates
Florida
$3.04M +$223K +14,503 +8%
AAM
18
Advisors Asset Management
Colorado
$3.02M +$59.4K +3,867 +2%
FIM
19
FWL Investment Management
Texas
$3M +$395K +25,729 +16%
VAG
20
VisionPoint Advisory Group
Texas
$2.99M +$1.79M +116,451 +156%
Osaic Holdings
21
Osaic Holdings
Arizona
$2.71M +$169K +11,022 +7%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$2.65M +$202K +13,143 +8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$2.47M -$58.8K -3,831 -2%
HCM
24
Hilton Capital Management
New York
$2.18M +$422K +27,500 +25%
FFA
25
First Foundation Advisors
California
$1.59M -$62.1K -4,040 -4%

ISD Hedge Fund Activity: Q1 2021 in Review

77 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q1 2021, worth a combined $204M — up 13% from $180M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of ISD and 7 opened new positions — a net loss of 4 holders — while 20 trimmed existing stakes and 36 added.

The largest buyer was Parametric Portfolio Associates, adding an estimated $16.4M. The largest seller was Saba Capital Management, cutting an estimated $7.7M.

  • 77 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q1 2021, down from 82 in Q4 2020.
  • Funds reported $204M of PGIM High Yield Bond Fund stock for Q1 2021, up 13% quarter-over-quarter.
  • 7 funds opened new PGIM High Yield Bond Fund positions in Q1 2021 and 11 closed out, a net change of -4 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q1 2021 was Parametric Portfolio Associates, an estimated $16.4M added.
  • The largest PGIM High Yield Bond Fund seller in Q1 2021 was Saba Capital Management, an estimated $7.7M sold.

Based on aggregated 13F filings for Q1 2021.