Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PGIM SHORT DUR HIG YLD OPP F (SDHY)

54 + Investors. Track Smart Money conviction in SDHY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — SDHY

Based on 54 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SDHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
54 funds currently hold this stock — 89% of the 3.0-year high of 61 funds (reached 2024 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SDHY is almost the same as a year ago (+1 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 62% buying

34 buying21 selling
Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new SDHY position: 9 → 3 → 3 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 31% medium ■ 20% new
26 out of 54 hedge funds have held SDHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

11 → 9 → 3 → 3 → 13 new funds/Q
New funds entering each quarter: 9 → 3 → 3 → 13. A growing number of institutions are discovering SDHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 52% of holders stayed 2+ years

■ 52% veterans ■ 20% 1-2yr ■ 28% new
Of 54 current holders: 28 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
7 of 54 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SDHY

How many hedge funds hold SDHY — quarterly history vs. share price
Quarterly hedge fund ownership of SDHY vs. share price

Market Analysis: SDHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SDHY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: SDHY
2026 Q1 Stats Unlock in 15 days 54 + Investors

Track Smart Money conviction in SDHY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 54 46 17.39%
13F Shares 13M 13M 0.16%
Total Value $208M $211M -1.45%
New Positions 13 3 +10
Increased Positions 21 23 -2
Closed Positions 5 5 -
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SDHY

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

54 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SDHY. Verified SEC 13F-HR filings.

Top 22 institutional holders of SDHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Apollon Financial, LLC 0.24% 110,568 $1.8M
2 Catalina Capital Group, LLC 0.24% 25,367 $406K
3 Secure Asset Management, LLC 0.23% 90,072 $1.4M
4 EVOLVE PRIVATE WEALTH, LLC 0.07% 77,238 $1.2M
5 RIVERBRIDGE PARTNERS LLC 0.06% 162,514 $2.6M
6 Noble Wealth Management PBC 0.06% 7,721 $124K
7 Carnegie Investment Counsel 0.03% 90,767 $1.5M
8 OPPENHEIMER & CO INC 0.01% 57,663 $924K
9 RFG Advisory, LLC 0.01% 33,166 $531K
10 WOLVERINE ASSET MANAGEMENT LLC 0.00% 23,000 $368K
11 WPG Advisers, LLC 0.00% 137 $2K
12 Janney Montgomery Scott LLC 0.00% 33,399 —
13 UBS Group AG 0.00% 542,945 $8.7M
14 Kestra Advisory Services, LLC 0.00% 15,951 $256K
15 Cambridge Investment Research Advisors, Inc. 0.00% 21,315 —
16 ENVESTNET ASSET MANAGEMENT INC 0.00% 162,572 $2.6M
17 Y.D. More Investments Ltd 0.00% 97 $8K
18 IFP Advisors, Inc 0.00% 280 $4K
19 WHITTIER TRUST CO OF NEVADA INC 0.00% 252 $4K
20 Farther Finance Advisors, LLC 0.00% 328 $5K
21 FIFTH THIRD BANCORP 0.00% 832 $13K
22 Root Financial Partners, LLC 0.00% 19 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PGIM SHORT DUR HIG YLD OPP F (SDHY)

What does the Smart Money Trend signal show for SDHY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SDHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SDHY?

More buyers than sellers — 62% buying: Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 21 were sellers (16 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SDHY holders?

Strong quality — 28% AUM from major funds: 7 of 54 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SDHY?

48% of holders stayed for 2+ years: 26 out of 54 hedge funds have held SDHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.