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SDHY

PGIM Short Duration High Yield Opportunities Fund
SDHY

46 hedge funds and large institutions have $155M invested in PGIM Short Duration High Yield Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

4% more capital invested

Capital invested by funds: $148M → $155M (+$6.66M)

0.8% more ownership

Funds ownership: 41.94% → 42.74% (+0.8%)

8% less funds holding

Funds holding: 50 → 46 (-4)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$3.91M
2
SCM
Saba Capital Management
New York
+$2.02M
3
RA
RFG Advisory
Alabama
+$1.27M
4
1CP
1607 Capital Partners
Virginia
+$793K
5
Morgan Stanley
Morgan Stanley
New York
+$613K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.05M
2
RCM
Rivernorth Capital Management
Florida
-$2.45M
3
AIM
AHL Investment Management
Florida
-$1.39M
4
WAM
Wolverine Asset Management
Illinois
-$750K
5
RCM
Robinson Capital Management
Michigan
-$641K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$328K +$9.61K +650 +3%
ASN
27
Advisory Services Network
Georgia
$320K +$322K +21,758 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$294K +$37.1K +2,510 +14%
WAM
29
Weiss Asset Management
Massachusetts
$244K +$246K +16,622 New
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$199K -$21.7K -1,466 -10%
WS
31
Wedbush Securities
California
$198K – – –
AWS
32
Atria Wealth Solutions
New York
$189K -$14.8K -1,000 -7%
SPIA
33
Steward Partners Investment Advisory
New York
$170K -$36.9K -2,497 -18%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$170K -$6.54K -442 -4%
MWM
35
Modera Wealth Management
New Jersey
$151K +$1.64K +111 +1%
AC
36
Almitas Capital
California
$87K +$87.6K +5,920 New
SIC
37
Salem Investment Counselors
North Carolina
$17.5K – – –
WTC
38
WhitTier Trust Company
Nevada
$10.2K – – –
US Bancorp
39
US Bancorp
Minnesota
$9.18K +$9.24K +625 New
IA
40
IFP Advisors
Florida
$6K -$532 -36 -27%
MCC
41
Money Concepts Capital
Florida
$5.88K – – –
WT
42
Whittier Trust
California
$5.14K – – –
EWA
43
EverSource Wealth Advisors
Alabama
$264 – – –
Fidelity Investments
44
Fidelity Investments
Massachusetts
$15 +$15 +1 New
WAM
45
Wolverine Asset Management
Illinois
– -$750K -52,202 Closed
RCM
46
Robinson Capital Management
Michigan
– -$641K -44,597 Closed
AAS
47
Ameritas Advisory Services
Nebraska
– -$531K -36,938 Closed
QC
48
Quantedge Capital
Singapore
– -$269K -18,700 Closed
SFS
49
Shaker Financial Services
Virginia
– -$210K -14,621 Closed
KAS
50
Kestra Advisory Services
Texas
– -$200K -13,921 Closed
1
2
3

SDHY Hedge Fund Activity: Q4 2022 in Review

46 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q4 2022, worth a combined $155M — up 4.5% from $148M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SDHY and 7 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 18 added.

The largest buyer was Allspring Global Investments, adding an estimated $3.91M. The largest seller was Sit Investment Associates, cutting an estimated $4.05M.

  • 46 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $155M of PGIM Short Duration High Yield Opportunities Fund stock for Q4 2022, up 4.5% quarter-over-quarter.
  • 7 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q4 2022 and 9 closed out, a net change of -2 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q4 2022 was Allspring Global Investments, an estimated $3.91M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q4 2022 was Sit Investment Associates, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2022.