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SDHY

PGIM Short Duration High Yield Opportunities Fund

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: 12 (+1)

24% more capital invested

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

19% more funds holding

Funds holding: 5262 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$68.4M +$14.7M +1,008,658 +28%
1CP
2
1607 Capital Partners
Virginia
$22.8M -$116K -8,000 -0.5%
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$16M +$15.5M +1,068,396 New
COLIM
4
City of London Investment Management
United Kingdom
$13.7M +$448K +30,789 +3%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$12.1M +$281K +19,320 +2%
AC
6
Almitas Capital
California
$8.02M +$4.99M +342,744 +178%
RCM
7
Rivernorth Capital Management
Florida
$7.2M +$95.5K +6,568 +1%
Invesco
8
Invesco
Georgia
$6.28M +$178K +12,246 +3%
Wells Fargo
9
Wells Fargo
California
$5.56M +$193K +13,245 +4%
SIA
10
Sit Investment Associates
Minnesota
$5.51M -$5.61M -385,546 -51%
RVPG
11
Relative Value Partners Group
$4.87M +$2.4M +164,856 +103%
AIM
12
AHL Investment Management
Florida
$4M +$109K +7,475 +3%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.1M -$2.32M -159,782 -44%
SFS
14
Shaker Financial Services
Virginia
$2.96M +$1.39M +95,248 +95%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.25M +$472K +32,467 +28%
AA
16
AQR Arbitrage
Connecticut
$1.87M +$1.47M +101,216 +434%
GC
17
Guggenheim Capital
Illinois
$1.72M -$28.1K -1,934 -2%
Cohen & Steers
18
Cohen & Steers
New York
$1.72M
LSC
19
Logan Stone Capital
Illinois
$1.66M +$1.61M +110,708 New
AAM
20
Advisors Asset Management
Colorado
$1.42M +$65.6K +4,507 +5%
SCM
21
Saba Capital Management
New York
$1.36M +$312K +21,437 +31%
RJA
22
Raymond James & Associates
Florida
$1.27M +$147K +10,107 +14%
WAM
23
Wolverine Asset Management
Illinois
$1.09M +$773K +53,147 +271%
LCM
24
Landscape Capital Management
New Jersey
$1.05M +$1.01M +69,687 New
ACP
25
Aviance Capital Partners
Florida
$1.03M -$99.2K -6,820 -9%

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.