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ISD

PGIM High Yield Bond Fund

87 hedge funds and large institutions have $154M invested in PGIM High Yield Bond Fund in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

5% more funds holding

Funds holding: 8387 (+4)

2.03% less ownership

Funds ownership: 42.11%40.07% (-2%)

11% less capital invested

Capital invested by funds: $173M → $154M (-$18.8M)

Holders
87
Holders Change
+4
Holders Change %
+4.82%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
34
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$38.3M -$1.59M -125,710 -4%
SIA
2
Sit Investment Associates
Minnesota
$10.7M +$714K +56,405 +6%
Cohen & Steers
3
Cohen & Steers
New York
$9.63M +$416K +32,887 +4%
RCM
4
Rivernorth Capital Management
Florida
$8.54M -$129K -10,200 -1%
CIA
5
Capital Investment Advisors
Georgia
$6.95M -$129K -10,191 -2%
Invesco
6
Invesco
Georgia
$6.77M -$90.6K -7,164 -1%
COLIM
7
City of London Investment Management
United Kingdom
$6.6M +$3.52M +278,217 +94%
VCM
8
Vivaldi Capital Management
Illinois
$5.33M +$842K +66,579 +17%
AAM
9
Advisors Asset Management
Colorado
$5.21M +$51 +4 +0%
RJA
10
Raymond James & Associates
Florida
$4M +$20.2K +1,594 +0.5%
Wells Fargo
11
Wells Fargo
California
$3.71M -$156K -12,351 -4%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$3.03M
Osaic Holdings
13
Osaic Holdings
Arizona
$2.87M +$44.8K +3,542 +1%
GC
14
Guggenheim Capital
Illinois
$2.64M -$496K -39,207 -15%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$2.48M +$139K +11,000 +5%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$2.44M +$50.9K +4,024 +2%
UBS Group
17
UBS Group
Switzerland
$2.35M +$142K +11,242 +6%
GA
18
GraniteShares Advisors
New York
$2.07M -$27.1K -2,139 -1%
FIM
19
FWL Investment Management
Texas
$2.02M -$650K -51,404 -23%
SPIA
20
Steward Partners Investment Advisory
New York
$1.85M +$218K +17,200 +12%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.47M +$653K +51,630 +68%
PAG
22
Private Advisor Group
New Jersey
$1.45M +$292K +23,083 +23%
HCM
23
Hilton Capital Management
New York
$1.44M
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.31M -$30.1K -2,383 -2%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$1.22M -$1.88M -148,769 -58%

ISD Hedge Fund Activity: Q3 2022 in Review

87 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2022, worth a combined $154M — down 11% from $173M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISD positions and 9 closed out — a net gain of 4 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was City of London Investment Management, adding an estimated $3.52M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $9.08M sold.

  • 87 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2022, up from 83 in Q2 2022.
  • Funds reported $154M of PGIM High Yield Bond Fund stock for Q3 2022, down 11% quarter-over-quarter.
  • 13 funds opened new PGIM High Yield Bond Fund positions in Q3 2022 and 9 closed out, a net change of +4 holders.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2022 was City of London Investment Management, an estimated $3.52M added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2022 was Penserra Capital Management, an estimated $9.08M sold.

Based on aggregated 13F filings for Q3 2022.