SDHY Institutional Ownership & Shareholders
PGIM SHRT DURAT HI YLD (SDHY) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $179.85M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of SDHY tracked by InsiderSet, reporting ownership valued at approximately $23.86M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $22.22M, representing an estimated loss of -6.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed SDHY value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Atlas Wealth Llc, 1607 Capital Partners, Llc, and several other long-term asset managers with concentrated positions in PGIM SHRT DURAT HI YLD (SDHY).
This page ranks the largest institutional SDHY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
56
Total Reported Value
$179.85M
Largest Holder
Morgan Stanley
Largest Position
$23.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
72
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 1,455,778 | $23,860,238 | $22,215,172 | -$1,645,066 | -6.89% | |
| Atlas Wealth Llc | 2.63% | 1,127,260 | $18,475,791 | $17,201,988 | -$1,273,803 | -6.89% | |
| 1607 Capital Partners, Llc | 1.40% | 979,170 | $16,048,596 | $14,942,134 | -$1,106,462 | -6.89% | |
| Sit Investment Associates Inc | 0.27% | 867,536 | $14,219,000 | $13,238,599 | -$980,401 | -6.90% | |
| Focus Partners Wealth | 0.01% | 747,903 | $12,258,131 | $11,413,000 | -$845,131 | -6.89% | |
| Allspring Global Investments Holdings, Llc | 0.02% | 615,485 | $10,087,799 | $9,392,301 | -$695,498 | -6.89% | |
| Wells Fargo & Company/Mn | 0.00% | 553,848 | $9,077,577 | $8,451,720 | -$625,857 | -6.89% | |
| Ubs Group Ag | 0.00% | 540,342 | $8,856,205 | $8,245,619 | -$610,586 | -6.89% | |
| Pathstone Holdings, Llc | 0.03% | 518,927 | $8,313,204 | $7,918,826 | -$394,378 | -4.74% | |
| City Of London Investment Management Co Ltd | 0.46% | 449,234 | $6,841,834 | $6,855,311 | +$13,477 | +0.20% | |
| Almitas Capital Llc | 1.43% | 364,674 | $5,977,007 | $5,564,925 | -$412,082 | -6.89% | |
| Invesco Ltd. | 0.00% | 293,993 | $4,818,545 | $4,486,333 | -$332,212 | -6.89% | |
| Cohen & Steers, Inc. | 0.01% | 272,450 | $4,465,000 | $4,157,587 | -$307,413 | -6.88% | |
| Raymond James Financial Inc | 0.00% | 203,535 | $3,335,939 | $3,105,944 | -$229,995 | -6.89% | |
| Envestnet Asset Management Inc | 0.00% | 178,859 | $2,931,506 | $2,729,388 | -$202,118 | -6.89% | |
| Riverbridge Partners Llc | 0.08% | 164,714 | $2,699,661 | $2,513,536 | -$186,125 | -6.89% | |
| Hazlett, Burt & Watson, Inc. | 0.72% | 139,072 | $2,279,000 | $2,122,239 | -$156,761 | -6.88% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.70% | 138,168 | $2,264,574 | $2,108,444 | -$156,130 | -6.89% | |
| Lpl Financial Llc | 0.00% | 123,531 | $2,024,667 | $1,885,083 | -$139,584 | -6.89% | |
| Apollon Financial, Llc | 0.22% | 126,890 | $1,932,534 | $1,936,341 | +$3,807 | +0.20% | |
| Royal Bank Of Canada | 0.00% | 115,980 | $1,901,000 | $1,769,855 | -$131,145 | -6.90% | |
| Osaic Holdings, Inc. | 0.00% | 106,066 | $1,738,413 | $1,618,567 | -$119,846 | -6.89% | |
| Closed-End Fund Advisors, Inc. | 1.56% | 97,293 | $1,594,632 | $1,484,691 | -$109,941 | -6.89% | |
| Logan Stone Capital, Llc | 0.33% | 95,166 | $1,559,771 | $1,452,233 | -$107,538 | -6.89% | |
| Aviance Capital Partners, Llc | 0.15% | 93,773 | $1,428,168 | $1,430,976 | +$2,808 | +0.20% | |
| Secure Asset Management, Llc | 0.19% | 92,158 | $1,403,566 | $1,406,331 | +$2,765 | +0.20% | |
| Carnegie Investment Counsel | 0.03% | 84,761 | $1,290,910 | $1,293,453 | +$2,543 | +0.20% | |
| Evolve Private Wealth, Llc | 0.07% | 70,900 | $1,162,051 | $1,081,934 | -$80,117 | -6.89% | |
| Oppenheimer & Co Inc | 0.01% | 56,979 | $867,790 | $869,500 | +$1,710 | +0.20% | |
| Quantify Chaos Advisors, Llc | 2.07% | 44,942 | $736,598 | $685,815 | -$50,783 | -6.89% | |
| Janney Montgomery Scott Llc | 0.00% | 36,864 | $604,000 | $562,545 | -$41,455 | -6.86% | |
| Rockefeller Capital Management L.P. | 0.00% | 36,449 | $597,409 | $556,212 | -$41,197 | -6.90% | |
| Truist Financial Corp | 0.00% | 34,933 | $532,030 | $533,078 | +$1,048 | +0.20% | |
| Shaker Financial Services, Llc | 0.17% | 34,447 | $524,628 | $525,661 | +$1,033 | +0.20% | |
| Rfg Advisory, Llc | 0.01% | 27,820 | $455,978 | $424,533 | -$31,445 | -6.90% | |
| Noble Wealth Management Pbc | 0.20% | 28,686 | $436,888 | $437,748 | +$860 | +0.20% | |
| Catalina Capital Group, Llc | 0.25% | 25,367 | $406,379 | $387,100 | -$19,279 | -4.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,417 | $318,245 | $296,303 | -$21,942 | -6.89% | |
| Choreo, Llc | 0.00% | 18,723 | $285,151 | $285,713 | +$562 | +0.20% | |
| Twin Peaks Wealth Advisors, Llc | 0.06% | 17,212 | $282,107 | $262,655 | -$19,452 | -6.90% | |
| Kestra Advisory Services, Llc | 0.00% | 15,986 | $243,474 | $243,946 | +$472 | +0.19% | |
| Balyasny Asset Management L.P. | 0.00% | 12,609 | $206,662 | $192,413 | -$14,249 | -6.89% | |
| Stifel Financial Corp | 0.00% | 12,256 | $200,876 | $187,027 | -$13,849 | -6.89% | |
| Citadel Advisors Llc | 0.00% | 11,844 | $194,123 | $180,739 | -$13,384 | -6.89% | |
| Pioneer Family Office, Llc | 0.02% | 3,045 | $46,375 | $46,467 | +$92 | +0.20% | |
| Clear Street Group Inc. | 0.00% | 1,642 | $26,912 | $25,057 | -$1,855 | -6.89% | |
| Y.D. More Investments Ltd | 0.00% | 97 | $8,190 | $1,480 | -$6,710 | -81.93% | |
| Tower Research Capital Llc (Trc) | 0.00% | 403 | $6,605 | $6,150 | -$455 | -6.89% | |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | 396 | $6,031 | $6,043 | +$12 | +0.20% | |
| Farther Finance Advisors, Llc | 0.00% | 328 | $4,995 | $5,005 | +$10 | +0.21% |
Frequently asked questions about SDHY
Who are the largest institutional holders of SDHY?
The largest institutional holders of SDHY reported in the latest SEC Form 13F filings include Morgan Stanley, Atlas Wealth Llc, 1607 Capital Partners, Llc, Sit Investment Associates Inc, and Focus Partners Wealth. InsiderSet ranks institutional holders by their latest reported SDHY position.
What is SDHY institutional ownership?
This page tracks SDHY positions reported by institutional investment managers through SEC Form 13F. PGIM SHRT DURAT HI YLD (SDHY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SDHY?
InsiderSet currently tracks 56 institutional managers reporting SDHY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SDHY shareholders.
How much SDHY stock do institutions own?
Institutional investment managers disclosed approximately $179.85M in SDHY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SDHY institutional ownership last updated?
The latest SDHY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SDHY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SDHY position after the reporting date.
Are institutions buying or selling SDHY?
Institutional buying and selling can be analyzed by comparing SDHY positions across consecutive 13F reporting periods. InsiderSet's SDHY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SDHY ownership changes.
How has SDHY institutional ownership changed over time?
InsiderSet tracks SDHY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.