We are live on ! Find out more
SDHY

PGIM Short Duration High Yield Opportunities Fund
SDHY

62 hedge funds and large institutions have $210M invested in PGIM Short Duration High Yield Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

24% more capital invested

Capital invested by funds: $169M → $210M (+$40.7M)

19% more funds holding

Funds holding: 52 → 62 (+10)

9.38% more ownership

Funds ownership: 47.23% → 56.61% (+9.4%)

Holders
62
Holders Change
+10
Holders Change %
+19.23%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
27
Reduced
10
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$14.7M
2
AC
Almitas Capital
California
+$4.99M
3
RVPG
Relative Value Partners Group
+$2.4M
4
LSC
Logan Stone Capital
Illinois
+$1.61M
5
AA
AQR Arbitrage
Connecticut
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.61M
2
AW
Atlas Wealth
Ohio
-$3.74M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.32M
4
Osaic Holdings
Osaic Holdings
Arizona
-$540K
5
Ameriprise
Ameriprise
Minnesota
-$424K
Name Holding Trade Value Shares
Change 		Change in
Stake
MC
26
Meteora Capital
Florida
$1.01M -$180K -12,360 -15%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$936K +$168K +11,548 +23%
BFM
28
Boothbay Fund Management
New York
$796K -$159K -10,903 -17%
CRC
29
Curi RMB Capital
Illinois
$750K +$727K +50,000 New
Osaic Holdings
30
Osaic Holdings
Arizona
$750K -$540K -37,104 -43%
UBS Group
31
UBS Group
Switzerland
$723K +$42.7K +2,936 +6%
Mariner
32
Mariner
Kansas
$628K +$68.3K +4,694 +13%
RCM
33
Robinson Capital Management
Michigan
$586K +$231K +15,886 +68%
FSI
34
Flow State Investments
Illinois
$498K +$483K +33,226 New
RA
35
RFG Advisory
Alabama
$497K – – –
Walleye Capital
36
Walleye Capital
New York
$410K +$398K +27,333 New
EAM
37
Eschler Asset Management
United Kingdom
$407K +$385K +26,500 New
AGA
38
Accuvest Global Advisors
Utah
$364K +$353K +24,283 New
OC
39
Oppenheimer & Co
New York
$361K +$4.44K +305 +1%
HighTower Advisors
40
HighTower Advisors
Illinois
$317K +$314K +21,575 New
Truist Financial
41
Truist Financial
North Carolina
$279K – – –
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$272K +$264K +18,129 New
SPIA
43
Steward Partners Investment Advisory
New York
$265K +$129K +8,900 +102%
AF
44
Apollon Financial
South Carolina
$259K +$251K +17,241 New
CIA
45
Concurrent Investment Advisors
Florida
$253K +$245K +16,861 New
Nomura Holdings
46
Nomura Holdings
Japan
$230K +$223K +15,340 New
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$225K +$218K +15,000 New
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$200K +$194K +13,327 New
ASN
49
Advisory Services Network
Georgia
$191K +$989 +68 +0.5%
CW
50
Channel Wealth
California
$186K -$393 -27 -0.2%
1
2
3

SDHY Hedge Fund Activity: Q4 2023 in Review

62 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q4 2023, worth a combined $210M — up 24% from $169M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SDHY positions and 7 closed out — a net gain of 11 holders — while 27 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $14.7M. The largest seller was Sit Investment Associates, cutting an estimated $5.61M.

  • 62 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q4 2023, up from 52 in Q3 2023.
  • Funds reported $210M of PGIM Short Duration High Yield Opportunities Fund stock for Q4 2023, up 24% quarter-over-quarter.
  • 18 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q4 2023 and 7 closed out, a net change of +11 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $14.7M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q4 2023 was Sit Investment Associates, an estimated $5.61M sold.

Based on aggregated 13F filings for Q4 2023.