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ISD

PGIM High Yield Bond Fund

76 hedge funds and large institutions have $220M invested in PGIM High Yield Bond Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 21

0.1% more ownership

Funds ownership: 40.5%40.6% (+0.1%)

0% more capital invested

Capital invested by funds: $220M → $220M (+$91.2K)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

4% less funds holding

Funds holding: 7976 (-3)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
76
Holders Change
-3
Holders Change %
-3.8%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
31
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$47M +$3.51M +215,444 +8%
Morgan Stanley
2
Morgan Stanley
New York
$12.9M -$208K -12,744 -2%
Wells Fargo
3
Wells Fargo
California
$12.7M -$384K -23,546 -3%
Cohen & Steers
4
Cohen & Steers
New York
$12.6M +$2.46M +150,969 +24%
SIA
5
Sit Investment Associates
Minnesota
$12.6M +$344K +21,100 +3%
PCM
6
Penserra Capital Management
California
$12.4M -$3.89M -238,803 -24%
Invesco
7
Invesco
Georgia
$9.54M +$114K +6,988 +1%
RCM
8
Rivernorth Capital Management
Florida
$9.19M
CIA
9
Capital Investment Advisors
Georgia
$7.18M +$480K +29,451 +7%
VAG
10
VisionPoint Advisory Group
Texas
$5.72M +$869K +53,318 +18%
COLIM
11
City of London Investment Management
United Kingdom
$5.12M
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.49M +$661K +40,537 +17%
GC
13
Guggenheim Capital
Illinois
$4.46M +$344K +21,114 +8%
VCM
14
Vivaldi Capital Management
Illinois
$4.09M -$350K -21,474 -8%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$4.08M +$171K +10,485 +4%
AAM
16
Advisors Asset Management
Colorado
$4.08M +$741K +45,437 +22%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.66M +$581K +35,666 +19%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$3.58M +$225K +13,824 +7%
UBS Group
19
UBS Group
Switzerland
$3.49M +$138K +8,491 +4%
FIM
20
FWL Investment Management
Texas
$3.25M +$104K +6,352 +3%
TJHA
21
Thomas J. Herzfeld Advisors
Florida
$2.91M -$2.96M -181,280 -50%
RJA
22
Raymond James & Associates
Florida
$2.88M +$118K +7,255 +4%
HCM
23
Hilton Capital Management
New York
$2.84M
MSL
24
Mackay Shields LLC
New York
$2.44M
SPIA
25
Steward Partners Investment Advisory
New York
$1.81M +$92K +5,641 +5%

ISD Hedge Fund Activity: Q3 2021 in Review

76 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2021, worth a combined $220M — up 0.04% from $220M a quarter earlier.

Fund positioning in ISD was balanced in Q3 2021: 7 funds opened new positions, 7 closed out, 31 added to existing stakes and 21 trimmed.

The largest buyer was Parametric Portfolio Associates, adding an estimated $3.51M. The largest seller was Penserra Capital Management, cutting an estimated $3.89M.

  • 76 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2021, down from 79 in Q2 2021.
  • Funds reported $220M of PGIM High Yield Bond Fund stock for Q3 2021, up 0.04% quarter-over-quarter.
  • 7 funds opened new PGIM High Yield Bond Fund positions in Q3 2021 and 7 closed out, a net change of 0 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $3.51M added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2021 was Penserra Capital Management, an estimated $3.89M sold.

Based on aggregated 13F filings for Q3 2021.