Pgim SHRT Durat Hi YLDSDHY

13F holders, Q1 2025 (March 31)
57holders +1
9new positions
7sold out
$16.50avg. 13F price*

At the end of Q1 2025, 57 institutions reported holding Pgim SHRT Durat Hi YLD (SDHY) in their 13F filings, up 1 from Q4 2024. 9 opened new positions and 7 sold out. The largest holders were 1607 Capital Partners, LLC ($32.1M), Pathstone Holdings, LLC ($30.1M) and Morgan Stanley ($26.7M).

Company
Pgim SHRT Durat Hi YLD
CUSIP
69355J104
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 63Q1 2024Q2 2024: 64Q2 2024Q3 2024: 62Q3 2024Q4 2024: 56Q4 2024Q1 2025: 57Q1 2025Q2 2025: 51Q2 2025Q3 2025: 50Q3 2025Q4 2025: 59Q4 2025Q1 2026: 59Q1 2026Q2 2026: 57Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$794K
Exits7$2.5M

All 13F filers, Q4 2024 → Q1 2025: 1,022,575 shares bought and 834,338 shares sold, net +188,237 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

1607 Capital Partners, LLC 2.59% Reduce -0.2% 1,950,698 $32.1M
Pathstone Holdings, LLC 0.13% Add +2.7% 1,814,282 $30.1M
Morgan Stanley 0.00% Reduce -6.0% 1,622,354 $26.7M
NorthCoast Asset Management LLC 0.06% Add +13.5% 715,661 $11.8M
Sit Investment Associates Inc. 0.27% Add +6.8% 699,125 $11.5M
Rivernorth Capital Management, LLC 0.57% Reduce -9.0% 649,178 $10.7M
Allspring Global Investments Holdings, LLC 0.02% Reduce -8.4% 634,128 $10.5M
Wells Fargo & Company 0.00% Add +6.0% 621,580 $10.2M
UBS Group AG 0.00% Add +1174.4% 460,002 $7.6M
City of London Investment Management Co. Ltd. 0.70% Add +8.5% 398,732 $6.6M
Invesco Ltd. 0.00% Reduce -8.1% 327,575 $5.4M
Ahl Investment Management, Inc. 3.45% Reduce -1.1% 303,749 $5.0M
Cohen & Steers, Inc. 0.01% No change 292,450 $4.8M
Advisors Asset Management, Inc. 0.08% Add +94.2% 245,819 $4.1M
Raymond James Financial Inc. 0.00% Add +7.3% 219,400 $3.6M
Almitas Capital LLC 1.08% Reduce -57.5% 196,468 $3.2M
Envestnet Asset Management Inc. 0.00% Add +30.6% 176,180 $2.9M
Thomas J. Herzfeld Advisors, Inc. 0.92% Add +0.0% 164,585 $2.7M
Hazlett, Burt & Watson, Inc. 0.99% Add +31.2% 133,851 $2.2M
Consolidated Portfolio Review Corp 0.34% Reduce -6.7% 127,932 $2.1M
Shaker Financial Services, LLC 0.76% Reduce -51.9% 117,697 $1.9M
Rareview Capital LLC 1.23% Add +3.7% 117,373 $1.9M
Royal Bank of Canada 0.00% Add +0.6% 111,919 $1.8M
Apollon Financial, LLC 0.40% Add +8.6% 102,914 $1.7M
LPL Financial LLC 0.00% Add +46.5% 98,876 $1.6M
Secure Asset Management, LLC 0.27% Add +19.3% 82,531 $1.4M
Riverbridge Partners LLC 0.02% Add +11.0% 75,567 $1.2M
Aviance Capital Partners, LLC 0.15% Add +12.3% 66,572 $1.1M
Oppenheimer & Co. Inc. 0.01% Add +4.7% 56,110 $925K
RFG Advisory, LLC 0.02% New 44,963 $741K
Choreo, LLC 0.01% Reduce -0.9% 40,340 $665K
Rockefeller Capital Management L.P. 0.00% Add +25.7% 32,546 $536K
Steward Partners Investment Advisory, LLC 0.00% Reduce -7.2% 29,140 $480K
Catalina Capital Group, LLC 0.30% Reduce -0.4% 27,456 $452K
Avior Wealth Management, LLC 0.02% Add +9.4% 26,131 $431K
Commonwealth Equity Services, LLC 0.00% Add +58.6% 24,983 $412K
Advisory Services Network, LLC 0.01% Add +0.5% 23,963 $395K
Mariner, LLC 0.00% Reduce -1.2% 20,103 $331K
Osaic Holdings, Inc. 0.00% Reduce -41.3% 19,386 $319K
Janney Montgomery Scott LLC 0.00% Add +8.8% 18,242 $301K
Novem Group 0.04% Add +6.2% 17,423 $287K
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.3% 17,276 $285K
Modera Wealth Management, LLC 0.00% Add +1.2% 13,458 $222K
Noble Wealth Management PBC 0.15% Reduce -5.3% 13,366 $220K
Pension & Wealth Management Advisors, Inc. 0.04% Add +2.0% 6,056 $100K
Comerica Bank 0.00% Add +648.6% 2,448 $40K
Geneos Wealth Management Inc. 0.00% Add +465.4% 1,521 $25K
CoreCap Advisors, LLC 0.00% New 1,000 $16K
US Bancorp \de 0.00% New 729 $12K
Wilmington Savings Fund Society, FSB 0.00% New 611 $10K
Northwestern Mutual Wealth Management Co. 0.00% New 360 $6K
WPG Advisers, LLC 0.00% Reduce -28.6% 264 $4K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 196 $3K
Tower Research Capital LLC (TRC) 0.00% New 143 $2K
Bank of America Corp. 0.00% New 96 $2K
Coldstream Capital Management Inc. 0.00% New 90 $1K
Cwm, LLC 0.00% No change 78 $1K

"% of holder's portfolio" is SDHY's weight in each manager's 13F, not the share of Pgim SHRT Durat Hi YLD the manager owns.