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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
Morgan Stanley
1
Morgan Stanley
New York
$50.1M +$1.88M +123,070 +4%
1CP
2
1607 Capital Partners
Virginia
$22.8M -$1.42M -93,212 -6%
SIA
3
Sit Investment Associates
Minnesota
$13.3M -$499K -32,657 -4%
COLIM
4
City of London Investment Management
United Kingdom
$11.8M +$10.8K +707 +0.1%
RCM
5
Rivernorth Capital Management
Florida
$10.5M -$1.43M -93,504 -12%
Allspring Global Investments
6
Allspring Global Investments
North Carolina
$9.24M +$1.36M +88,831 +17%
Invesco
7
Invesco
Georgia
$6.02M +$35.2K +2,304 +0.6%
Wells Fargo
8
Wells Fargo
California
$4.61M +$357K +23,364 +8%
AW
9
Atlas Wealth
Ohio
$3.79M +$1.24M +80,963 +46%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.15M +$313K +20,470 +11%
AIM
11
AHL Investment Management
Florida
$2.94M +$48.2K +3,156 +2%
RVPG
12
Relative Value Partners Group
$2.9M -$77.2K -5,056 -3%
SCM
13
Saba Capital Management
New York
$2.55M -$1.27M -83,013 -33%
Cohen & Steers
14
Cohen & Steers
New York
$1.94M
GC
15
Guggenheim Capital
Illinois
$1.76M +$773K +50,647 +75%
CPRC
16
Consolidated Portfolio Review Corp
New York
$1.71M +$1.76M +115,159 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$1.61M +$1.66M +108,949 New
ACP
18
Aviance Capital Partners
Florida
$1.19M -$32.2K -2,111 -3%
RJA
19
Raymond James & Associates
Florida
$937K +$114K +7,450 +13%
Osaic Holdings
20
Osaic Holdings
Arizona
$769K +$153K +9,993 +24%
WAM
21
Wolverine Asset Management
Illinois
$763K +$786K +51,485 New
UBS Group
22
UBS Group
Switzerland
$750K +$110K +7,198 +17%
LSC
23
Logan Stone Capital
Illinois
$586K +$8.9K +583 +1%
Ameriprise
24
Ameriprise
Minnesota
$459K
RA
25
RFG Advisory
Alabama
$403K -$1.69M -110,762 -80%

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.