SDHY
PGIM Short Duration High Yield Opportunities Fund
1W: -0.4%
1M: -3.5%
3M: -5.7%
YTD: -6.8%
1Y: -7.2%
3Y: +26.3%
5Y: +15.9%
$15.29
+0.02 (+0.13%)
Weekly Expected Move ±1.5%
$15
$15
$15
$15
$16
Institutional Ownership — SDHY
64
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
183M
Total Invested
6
New Positions
24
Increased
26
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (73 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,455,778 | $22M | +77,915 | +5.7% | 23Q | SEC ↗ |
| 2 | Atlas Wealth LLC NEW | 1,127,260 | $17M | — | +0.0% | 1Q | SEC ↗ |
| 3 | 1607 Capital Partners, LLC | 979,170 | $15M | -739,148 | -43.0% | 21Q | SEC ↗ |
| 4 | SIT INVESTMENT ASSOCIATES INC | 867,536 | $13M | -11,817 | -1.3% | 15Q | SEC ↗ |
| 5 | Focus Partners Wealth | 747,903 | $11M | -61,435 | -7.6% | 3Q | SEC ↗ |
| 6 | Allspring Global Investments Holdings, | 615,485 | $9M | — | +0.0% | 17Q | SEC ↗ |
| 7 | WELLS FARGO & COMPANY/MN | 553,848 | $8M | -39,743 | -6.7% | 23Q | SEC ↗ |
| 8 | UBS Group AG | 540,342 | $8M | -2,603 | -0.5% | 23Q | SEC ↗ |
| 9 | Pathstone Holdings, LLC | 489,956 | $7M | -28,971 | -5.6% | 11Q | SEC ↗ |
| 10 | CITY OF LONDON INVESTMENT MANAGEMENT C | 452,098 | $7M | -93,860 | -17.2% | 20Q | SEC ↗ |
| 11 | Advisors Asset Management, Inc. | 426,232 | $7M | +5,116 | +1.2% | 12Q | SEC ↗ |
| 12 | Almitas Capital LLC | 364,674 | $6M | +185,753 | +103.8% | 15Q | SEC ↗ |
| 13 | Invesco Ltd. | 293,993 | $4M | +2,653 | +0.9% | 21Q | SEC ↗ |
| 14 | COHEN & STEERS, INC. | 272,450 | $4M | — | +0.0% | 21Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 203,535 | $3M | +2,203 | +1.1% | 7Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 178,859 | $3M | +16,287 | +10.0% | 7Q | SEC ↗ |
| 17 | HAZLETT, BURT & WATSON, INC. | 170,370 | $3M | -1,513 | -0.9% | 8Q | SEC ↗ |
| 18 | RIVERBRIDGE PARTNERS LLC | 164,714 | $3M | +2,200 | +1.4% | 10Q | SEC ↗ |
| 19 | Thomas J. Herzfeld Advisors, Inc. | 138,168 | $2M | +24,591 | +21.7% | 7Q | SEC ↗ |
| 20 | LPL Financial LLC | 123,531 | $2M | -109,783 | -47.1% | 10Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 115,980 | $2M | -8,986 | -7.2% | 23Q | SEC ↗ |
| 22 | Apollon Financial, LLC | 113,628 | $2M | +3,060 | +2.8% | 11Q | SEC ↗ |
| 23 | OSAIC HOLDINGS, INC. | 106,066 | $2M | +84,400 | +389.6% | 23Q | SEC ↗ |
| 24 | Closed-End Fund Advisors, Inc. | 97,293 | $1M | -9,199 | -8.6% | 3Q | SEC ↗ |
| 25 | Logan Stone Capital, LLC | 95,166 | $1M | +52,739 | +124.3% | 3Q | SEC ↗ |
| 26 | Carnegie Investment Counsel | 90,767 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 27 | Secure Asset Management, LLC | 90,072 | $1M | — | +0.0% | 9Q | SEC ↗ |
| 28 | Aviance Capital Partners, LLC | 83,169 | $1M | +8,902 | +12.0% | 18Q | SEC ↗ |
| 29 | EVOLVE PRIVATE WEALTH, LLC | 70,900 | $1M | -6,338 | -8.2% | 3Q | SEC ↗ |
| 30 | OPPENHEIMER & CO INC | 58,866 | $900K | +1,203 | +2.1% | 15Q | SEC ↗ |
| 31 | Shaker Financial Services, LLC | 54,881 | $839K | +8,586 | +18.5% | 14Q | SEC ↗ |
| 32 | QUANTIFY CHAOS ADVISORS, LLC | 44,942 | $687K | +801 | +1.8% | 3Q | SEC ↗ |
| 33 | Janney Montgomery Scott LLC | 36,864 | $564K | +3,465 | +10.4% | 8Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 36,449 | $557K | +580 | +1.6% | 11Q | SEC ↗ |
| 35 | RFG Advisory, LLC | 27,820 | $425K | -5,346 | -16.1% | 6Q | SEC ↗ |
| 36 | Catalina Capital Group, LLC | 25,367 | $388K | — | +0.0% | 10Q | SEC ↗ |
| 37 | CHOREO, LLC | 21,227 | $325K | +3,864 | +22.3% | 7Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors | 19,637 | $300K | -1,678 | -7.9% | 23Q | SEC ↗ |
| 39 | Steward Partners Investment Advisory, | 19,417 | $297K | -5,300 | -21.4% | 20Q | SEC ↗ |
| 40 | TWIN PEAKS WEALTH ADVISORS, LLC | 17,212 | $263K | +9,894 | +135.2% | 2Q | SEC ↗ |
| 41 | Noble Wealth Management PBC | 15,721 | $240K | +8,000 | +103.6% | 4Q | SEC ↗ |
| 42 | Kestra Advisory Services, LLC | 15,662 | $239K | -289 | -1.8% | 2Q | SEC ↗ |
| 43 | Balyasny Asset Management L.P. | 12,609 | $193K | -785 | -5.9% | 3Q | SEC ↗ |
| 44 | STIFEL FINANCIAL CORP | 12,256 | $187K | -43 | -0.3% | 3Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC NEW | 11,844 | $181K | — | +0.0% | 1Q | SEC ↗ |
| 46 | PENSION & WEALTH MANAGEMENT ADVISORS, | 6,060 | $93K | +120 | +2.0% | 15Q | SEC ↗ |
| 47 | Integrated Wealth Concepts LLC NEW | 5,280 | $81K | — | +0.0% | 1Q | SEC ↗ |
| 48 | IFP Advisors, Inc | 4,224 | $65K | +3,944 | +1408.6% | 2Q | SEC ↗ |
| 49 | Pioneer Family Office, LLC | 3,045 | $47K | -1,855 | -37.9% | 3Q | SEC ↗ |
| 50 | Clear Street Group Inc. NEW | 1,642 | $25K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Atlas Wealth LLC | 1,127,260 | $17M |
| CITADEL ADVISORS LLC | 11,844 | $181K |
| Integrated Wealth Concepts LLC | 5,280 | $81K |
| Clear Street Group Inc. | 1,642 | $25K |
| Global Retirement Partners, LLC | 1,580 | $24K |
| Tower Research Capital LLC (TRC) | 403 | $6K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 700,000 | $11M |
| SEVEN MILE ADVISORY | 229,858 | $4M |
| Cetera Investment Advisers | 26,614 | $407K |
| WOLVERINE ASSET MANAGEMENT LLC | 23,000 | $352K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 22,937 | $351K |
| COMMONWEALTH EQUITY SERVICES, LLC | 20,552 | $314K |
| Mariner, LLC | 18,560 | $284K |
| Gateway Wealth Partners, LLC | 17,248 | $264K |
| JANE STREET GROUP, LLC | 15,483 | $237K |
| MONETA GROUP INVESTMENT ADVISORS LL | 10,000 | $153K |
| Advisory Services Network, LLC | 9,223 | $141K |
| BlackRock, Inc. | 95 | $1K |
| Root Financial Partners, LLC | 19 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Almitas Capital LLC | +185,753 | +103.8% | 364,674 |
| OSAIC HOLDINGS, INC. | +84,400 | +389.6% | 106,066 |
| MORGAN STANLEY | +77,915 | +5.7% | 1,455,778 |
| Logan Stone Capital, LLC | +52,739 | +124.3% | 95,166 |
| Thomas J. Herzfeld Advisors, Inc. | +24,591 | +21.7% | 138,168 |
| ENVESTNET ASSET MANAGEMENT INC | +16,287 | +10.0% | 178,859 |
| TWIN PEAKS WEALTH ADVISORS, LLC | +9,894 | +135.2% | 17,212 |
| Aviance Capital Partners, LLC | +8,902 | +12.0% | 83,169 |
| Shaker Financial Services, LLC | +8,586 | +18.5% | 54,881 |
| Noble Wealth Management PBC | +8,000 | +103.6% | 15,721 |
| Advisors Asset Management, Inc. | +5,116 | +1.2% | 426,232 |
| IFP Advisors, Inc | +3,944 | +1408.6% | 4,224 |
| CHOREO, LLC | +3,864 | +22.3% | 21,227 |
| Janney Montgomery Scott LLC | +3,465 | +10.4% | 36,864 |
| Apollon Financial, LLC | +3,060 | +2.8% | 113,628 |
| Invesco Ltd. | +2,653 | +0.9% | 293,993 |
| RAYMOND JAMES FINANCIAL INC | +2,203 | +1.1% | 203,535 |
| RIVERBRIDGE PARTNERS LLC | +2,200 | +1.4% | 164,714 |
| OPPENHEIMER & CO INC | +1,203 | +2.1% | 58,866 |
| QUANTIFY CHAOS ADVISORS, LLC | +801 | +1.8% | 44,942 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| 1607 Capital Partners, LLC | -739,148 | -43.0% | 979,170 |
| LPL Financial LLC | -109,783 | -47.1% | 123,531 |
| CITY OF LONDON INVESTMENT MANAGEMEN | -93,860 | -17.2% | 452,098 |
| Focus Partners Wealth | -61,435 | -7.6% | 747,903 |
| WELLS FARGO & COMPANY/MN | -39,743 | -6.7% | 553,848 |
| Pathstone Holdings, LLC | -28,971 | -5.6% | 489,956 |
| SIT INVESTMENT ASSOCIATES INC | -11,817 | -1.3% | 867,536 |
| Closed-End Fund Advisors, Inc. | -9,199 | -8.6% | 97,293 |
| ROYAL BANK OF CANADA | -8,986 | -7.2% | 115,980 |
| EVOLVE PRIVATE WEALTH, LLC | -6,338 | -8.2% | 70,900 |
| RFG Advisory, LLC | -5,346 | -16.1% | 27,820 |
| Steward Partners Investment Advisor | -5,300 | -21.4% | 19,417 |
| UBS Group AG | -2,603 | -0.5% | 540,342 |
| Pioneer Family Office, LLC | -1,855 | -37.9% | 3,045 |
| Cambridge Investment Research Advis | -1,678 | -7.9% | 19,637 |
| HAZLETT, BURT & WATSON, INC. | -1,513 | -0.9% | 170,370 |
| Balyasny Asset Management L.P. | -785 | -5.9% | 12,609 |
| FIFTH THIRD BANCORP | -528 | -63.5% | 304 |
| Kestra Advisory Services, LLC | -289 | -1.8% | 15,662 |
| STIFEL FINANCIAL CORP | -43 | -0.3% | 12,256 |