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ISD

PGIM High Yield Bond Fund
ISD

61 hedge funds and large institutions have $112M invested in PGIM High Yield Bond Fund in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 20

2% more capital invested

Capital invested by funds: $110M → $112M (+$2.16M)

0.11% more ownership

Funds ownership: 23.38% → 23.49% (+0.11%)

2% less funds holding

Funds holding: 62 → 61 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
61
Holders Change
-1
Holders Change %
-1.61%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SW
SteelPeak Wealth
California
+$847K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$681K
3
Bank of America
Bank of America
North Carolina
+$535K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$487K
5
Ameriprise
Ameriprise
Minnesota
+$327K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$852K
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$565K
3
SFS
Shaker Financial Services
Virginia
-$372K
4
Jane Street
Jane Street
New York
-$350K
5
MGWM
Marks Group Wealth Management
Minnesota
-$300K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$11.7M +$487K +33,797 +4%
Raymond James Financial
2
Raymond James Financial
Florida
$10.9M -$34K -2,363 -0.3%
SW
3
SteelPeak Wealth
California
$10.3M +$847K +58,802 +9%
GC
4
Guggenheim Capital
Illinois
$9.38M +$32.4K +2,252 +0.3%
Bank of America
5
Bank of America
North Carolina
$7.17M +$535K +37,136 +8%
Cohen & Steers
6
Cohen & Steers
New York
$6.99M – – –
Morgan Stanley
7
Morgan Stanley
New York
$5.73M -$852K -59,187 -13%
CIA
8
Capital Investment Advisors
Georgia
$4.88M -$265K -18,425 -5%
Invesco
9
Invesco
Georgia
$4.36M -$282K -19,563 -6%
Wells Fargo
10
Wells Fargo
California
$4.36M +$326K +22,647 +8%
Ameriprise
11
Ameriprise
Minnesota
$4.11M +$327K +22,674 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.29M +$262K +18,215 +9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$2.4M -$188K -13,062 -7%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$2.37M -$101K -7,000 -4%
LPL Financial
15
LPL Financial
California
$1.92M -$99K -6,875 -5%
PAG
16
Private Advisor Group
New Jersey
$1.9M -$34K -2,363 -2%
UBS Group
17
UBS Group
Switzerland
$1.83M -$23.7K -1,643 -1%
Brown Advisory
18
Brown Advisory
Maryland
$1.64M – – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$1.64M +$681K +47,301 +71%
SPIA
20
Steward Partners Investment Advisory
New York
$1.3M +$39.1K +2,712 +3%
Osaic Holdings
21
Osaic Holdings
Arizona
$1.25M -$3.24K -225 -0.3%
MGWM
22
Marks Group Wealth Management
Minnesota
$1.05M -$300K -20,806 -22%
Creative Planning
23
Creative Planning
Kansas
$926K – – –
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$893K +$91.5K +6,353 +11%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$851K -$34.2K -2,376 -4%
1
2 3

ISD Hedge Fund Activity: Q3 2025 in Review

61 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in PGIM High Yield Bond Fund (ISD) for Q3 2025, worth a combined $112M — up 2% from $110M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of ISD and 7 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 22 added.

The largest buyer was SteelPeak Wealth, adding an estimated $847K. The largest seller was Morgan Stanley, cutting an estimated $852K.

  • 61 institutional investors held PGIM High Yield Bond Fund (ISD) as of Q3 2025, down from 62 in Q2 2025.
  • Funds reported $112M of PGIM High Yield Bond Fund stock for Q3 2025, up 2% quarter-over-quarter.
  • 7 funds opened new PGIM High Yield Bond Fund positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest PGIM High Yield Bond Fund buyer in Q3 2025 was SteelPeak Wealth, an estimated $847K added.
  • The largest PGIM High Yield Bond Fund seller in Q3 2025 was Morgan Stanley, an estimated $852K sold.

Based on aggregated 13F filings for Q3 2025.