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SDHY

PGIM Short Duration High Yield Opportunities Fund

61 hedge funds and large institutions have $199M invested in PGIM Short Duration High Yield Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $178M → $199M (+$21.4M)

1.31% more ownership

Funds ownership: 47.07%48.38% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 23

3% less funds holding

Funds holding: 6361 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
22
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$36.9M +$1.47M +92,724 +4%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$26.2M +$4.38M +276,057 +21%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$17.6M -$2.08M -131,000 -11%
1CP
4
1607 Capital Partners
Virginia
$15.2M -$205K -12,900 -1%
RCM
5
Rivernorth Capital Management
Florida
$11.9M -$50.8K -3,200 -0.4%
COLIM
6
City of London Investment Management
United Kingdom
$10.7M -$227K -14,295 -2%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$9.86M +$9.46M +596,350 New
Wells Fargo
8
Wells Fargo
California
$9.64M +$961K +60,549 +12%
AC
9
Almitas Capital
California
$8.21M -$563K -35,452 -7%
Invesco
10
Invesco
Georgia
$6.68M -$234K -14,730 -4%
SIA
11
Sit Investment Associates
Minnesota
$6.41M +$3.7M +233,143 +155%
AIM
12
AHL Investment Management
Florida
$5M -$43K -2,711 -0.9%
SFS
13
Shaker Financial Services
Virginia
$3.96M -$313K -19,748 -8%
Cohen & Steers
14
Cohen & Steers
New York
$2.3M +$209K +13,195 +11%
CPRC
15
Consolidated Portfolio Review Corp
New York
$2.28M -$17.9K -1,125 -0.8%
RC
16
Rareview Capital
Nevada
$1.72M +$796K +50,137 +95%
RJA
17
Raymond James & Associates
Florida
$1.7M +$83.2K +5,242 +5%
MC
18
Matisse Capital
Oregon
$1.64M
AAM
19
Advisors Asset Management
Colorado
$1.53M -$15.8K -997 -1%
AF
20
Apollon Financial
South Carolina
$1.52M -$4.27K -269 -0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.47M +$380K +23,949 +38%
SA
22
Sanctuary Advisors
Indiana
$1.41M -$52.1K -3,284 -4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.39M -$172K -10,819 -12%
RP
24
Riverbridge Partners
Minnesota
$1.13M +$17.7K +1,114 +2%
SAM
25
Secure Asset Management
Michigan
$1.09M +$385K +24,289 +59%

SDHY Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q3 2024, worth a combined $199M — up 12% from $178M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SDHY and 9 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 22 added.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $9.46M. The largest seller was Atlas Wealth, exiting entirely with an estimated $5.36M sold.

  • 61 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q3 2024, down from 63 in Q2 2024.
  • Funds reported $199M of PGIM Short Duration High Yield Opportunities Fund stock for Q3 2024, up 12% quarter-over-quarter.
  • 9 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q3 2024 and 11 closed out, a net change of -2 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q3 2024 was Kovitz Investment Group Partners, an estimated $9.46M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q3 2024 was Atlas Wealth, an estimated $5.36M sold.

Based on aggregated 13F filings for Q3 2024.