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SDHY

PGIM Short Duration High Yield Opportunities Fund

27 hedge funds and large institutions have $90.6M invested in PGIM Short Duration High Yield Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

42% more funds holding

Funds holding: 1927 (+8)

10% more capital invested

Capital invested by funds: $82.2M → $90.6M (+$8.44M)

2.96% more ownership

Funds ownership: 17.36%20.32% (+3%)

Holders
27
Holders Change
+8
Holders Change %
+42.11%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58.1M +$1.71M +89,274 +3%
Invesco
2
Invesco
Georgia
$6.48M +$24.8K +1,294 +0.4%
PPA
3
Parametric Portfolio Associates
Washington
$4.78M +$4.87M +254,785 New
Wells Fargo
4
Wells Fargo
California
$4.25M +$359K +18,784 +9%
1CP
5
1607 Capital Partners
Virginia
$3.2M +$622K +32,513 +24%
COLIM
6
City of London Investment Management
United Kingdom
$2.71M +$2.76M +144,370 New
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.51M +$378K +19,741 +17%
RJA
8
Raymond James & Associates
Florida
$1.49M +$76.5K +4,000 +5%
WAM
9
Wolverine Asset Management
Illinois
$1.37M +$808K +42,270 +137%
Cohen & Steers
10
Cohen & Steers
New York
$1.04M -$568K -29,719 -35%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.04M +$268K +13,990 +34%
PHS
12
Pekin Hardy Strauss
Illinois
$1.04M +$1.06M +55,430 New
RCM
13
Rivernorth Capital Management
Florida
$1.03M +$1.05M +55,023 New
OC
14
Oppenheimer & Co
New York
$375K
SPIA
15
Steward Partners Investment Advisory
New York
$308K +$314K +16,433 New
WS
16
Wedbush Securities
California
$253K +$258K +13,500 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$223K -$956 -50 -0.4%
MWM
18
Modera Wealth Management
New Jersey
$188K +$191K +10,000 New
FIA
19
FNY Investment Advisers
New York
$93K +$95.6K +5,000 New
Bank Julius Baer & Co
20
Bank Julius Baer & Co
Switzerland
$40K +$2.33K +122 +6%
Citigroup
21
Citigroup
New York
$35K +$36.1K +1,890 New
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$28K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$28K +$9.56K +500 +50%
UBS Group
24
UBS Group
Switzerland
$15K -$8.4K -439 -35%
PA
25
Parallel Advisors
California
$9K +$9.56K +500 New

SDHY Hedge Fund Activity: Q3 2021 in Review

27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q3 2021, worth a combined $90.6M — up 10% from $82.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SDHY positions and 3 closed out — a net gain of 8 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $4.87M. The largest seller was Ameritas Investment Company, exiting entirely with an estimated $1.03M sold.

  • 27 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q3 2021, up from 19 in Q2 2021.
  • Funds reported $90.6M of PGIM Short Duration High Yield Opportunities Fund stock for Q3 2021, up 10% quarter-over-quarter.
  • 11 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q3 2021 and 3 closed out, a net change of +8 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q3 2021 was Parametric Portfolio Associates, an estimated $4.87M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q3 2021 was Ameritas Investment Company, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2021.