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SDHY

PGIM Short Duration High Yield Opportunities Fund

55 hedge funds and large institutions have $206M invested in PGIM Short Duration High Yield Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

3.4% more ownership

Funds ownership: 48.38%51.77% (+3.4%)

3% more capital invested

Capital invested by funds: $199M → $206M (+$6.65M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less funds holding

Funds holding: 6155 (-6)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
28
Reduced
13
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$31.5M +$17.3M +1,044,274 +115%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$28.5M +$3.27M +197,708 +13%
Morgan Stanley
3
Morgan Stanley
New York
$27.8M -$7.93M -479,480 -22%
RCM
4
Rivernorth Capital Management
Florida
$11.5M -$760 -46 -0%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$11.2M -$5.94M -359,253 -34%
SIA
6
Sit Investment Associates
Minnesota
$10.6M +$4.48M +271,212 +71%
Kovitz Investment Group Partners
7
Kovitz Investment Group Partners
Illinois
$10.2M +$561K +33,958 +6%
Wells Fargo
8
Wells Fargo
California
$9.45M +$159K +9,606 +2%
AC
9
Almitas Capital
California
$7.45M -$478K -28,924 -6%
COLIM
10
City of London Investment Management
United Kingdom
$5.92M -$4.49M -271,879 -43%
Invesco
11
Invesco
Georgia
$5.74M -$712K -43,053 -11%
AIM
12
AHL Investment Management
Florida
$4.95M +$136K +8,237 +3%
Cohen & Steers
13
Cohen & Steers
New York
$4.71M +$2.56M +154,805 +112%
SFS
14
Shaker Financial Services
Virginia
$3.97M +$135K +8,140 +3%
Raymond James Financial
15
Raymond James Financial
Florida
$3.3M +$3.38M +204,454 New
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$2.65M +$2.72M +164,559 New
CPRC
17
Consolidated Portfolio Review Corp
New York
$2.21M +$12.4K +749 +0.5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.17M +$2.23M +134,906 New
AAM
19
Advisors Asset Management
Colorado
$2.04M +$584K +35,317 +39%
RC
20
Rareview Capital
Nevada
$1.89M +$167K +10,126 +10%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$1.79M +$390K +23,616 +27%
HBW
22
Hazlett, Burt & Watson
West Virginia
$1.64M +$1.11M +67,224 +193%
AF
23
Apollon Financial
South Carolina
$1.53M +$65K +3,931 +4%
SA
24
Sanctuary Advisors
Indiana
$1.27M -$139K -8,392 -10%
SAM
25
Secure Asset Management
Michigan
$1.11M +$61K +3,692 +6%

SDHY Hedge Fund Activity: Q4 2024 in Review

55 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PGIM Short Duration High Yield Opportunities Fund (SDHY) for Q4 2024, worth a combined $206M — up 3.3% from $199M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of SDHY and 10 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 28 added.

The largest buyer was 1607 Capital Partners, adding an estimated $17.3M. The largest seller was Morgan Stanley, cutting an estimated $7.93M.

  • 55 institutional investors held PGIM Short Duration High Yield Opportunities Fund (SDHY) as of Q4 2024, down from 61 in Q3 2024.
  • Funds reported $206M of PGIM Short Duration High Yield Opportunities Fund stock for Q4 2024, up 3.3% quarter-over-quarter.
  • 10 funds opened new PGIM Short Duration High Yield Opportunities Fund positions in Q4 2024 and 14 closed out, a net change of -4 holders.
  • The largest PGIM Short Duration High Yield Opportunities Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $17.3M added.
  • The largest PGIM Short Duration High Yield Opportunities Fund seller in Q4 2024 was Morgan Stanley, an estimated $7.93M sold.

Based on aggregated 13F filings for Q4 2024.