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SDHY

PGIM Short Duration High Yield Opportunities Fund

42 hedge funds and large institutions have $160M invested in PGIM Short Duration High Yield Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

3% more capital invested

Capital invested by funds: $155M → $160M (+$4.41M)

0.88% more ownership

Funds ownership: 42.74%43.62% (+0.88%)

9% less funds holding

Funds holding: 4642 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
42
Holders Change
-4
Holders Change %
-8.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
14
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
26
Shaker Financial Services
Virginia
$362K +$373K +24,411 New
RCM
27
Robinson Capital Management
Michigan
$343K +$354K +23,201 New
OC
28
Oppenheimer & Co
New York
$338K +$6.9K +452 +2%
Truist Financial
29
Truist Financial
North Carolina
$313K -$180K -11,770 -36%
Rockefeller Capital Management
30
Rockefeller Capital Management
New York
$282K -$15.3K -1,000 -5%
AC
31
Almitas Capital
California
$202K +$118K +7,734 +131%
WS
32
Wedbush Securities
California
$200K
AWS
33
Atria Wealth Solutions
New York
$189K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$158K -$14.3K -938 -8%
MWM
35
Modera Wealth Management
New Jersey
$154K +$1.71K +112 +1%
Bank of America
36
Bank of America
North Carolina
$148K -$313K -20,500 -67%
SPIA
37
Steward Partners Investment Advisory
New York
$135K -$38.3K -2,506 -22%
ASN
38
Advisory Services Network
Georgia
$132K -$196K -12,861 -59%
SIC
39
Salem Investment Counselors
North Carolina
$17.5K
WTC
40
WhitTier Trust Company
Nevada
$8K -$2.37K -155 -22%
WT
41
Whittier Trust
California
$5.19K
EWA
42
EverSource Wealth Advisors
Alabama
$267
MIG
43
Mariner Investment Group
New York
-$471K -32,071 Closed
WAM
44
Weiss Asset Management
Massachusetts
-$244K -16,622 Closed
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
-$199K -13,520 Closed
US Bancorp
46
US Bancorp
Minnesota
-$9.18K -625 Closed
MCC
47
Money Concepts Capital
Florida
-$5.88K -400 Closed
IA
48
IFP Advisors
Florida
-$6K -98 Closed
Fidelity Investments
49
Fidelity Investments
Massachusetts
-$15 -1 Closed

SDHY Hedge Fund Activity: Q1 2023 in Review

42 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q1 2023, worth a combined $160M — up 2.8% from $155M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of SDHY and 5 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 16 added.

The largest buyer was Morgan Stanley, adding an estimated $1.88M. The largest seller was RFG Advisory, cutting an estimated $1.69M.

  • 42 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q1 2023, down from 46 in Q4 2022.
  • Funds reported $160M of PGIM Short Duration High Yield Opportunities Fund stock for Q1 2023, up 2.8% quarter-over-quarter.
  • 5 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q1 2023 and 9 closed out, a net change of -4 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q1 2023 was Morgan Stanley, an estimated $1.88M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q1 2023 was RFG Advisory, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2023.