Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pgim Short Dur Hig Yld Opp F (SDHY)

59 + 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
↑ +3
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — SDHY

Based on 59 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
59 hedge funds hold SDHY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +7% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 58% buying

37 buying27 selling
Last quarter: 37 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 3 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 22% medium ■ 27% new
30 out of 59 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

10 → 3 → 3 → 14 → 12 new funds/Q
New funds entering each quarter: 3 → 3 → 14 → 12. A growing number of institutions are discovering SDHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 53% veterans vs 27% newcomers

■ 53% veterans ■ 20% 1-2yr ■ 27% new
Entry-cohort mix of 59 holders: 31 (53%) are 2+ year veterans, 12 entered 1–2 years ago, and 16 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
8 of 59 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — SDHY

In 2026 Q1, 37 hedge funds were net buyers of SDHY (12 opened a new position, 25 added to an existing one), while 27 reduced or exited (18 trimmed, 9 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 34% of total institutional value in SDHY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 59.

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.

Is It Too Late to Buy Pgim Short Dur Hig Yld Opp F (SDHY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SDHY has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 46d ago
SDHY
-1.8%
XLF
+8.5%

SDHY outperformed XLF by -10.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
SDHY
+0.0%
XLF
+0.0%

Since the filing became public, SDHY outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 1 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: SDHY
2026 Q2 Stats Unlock in 4 days 59 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 59 55 7.27%
13F Shares 11M 13M -12.68%
Total Value $155M $208M -25.59%
New Positions 12 13 -1
Increased Positions 25 21 +4
Closed Positions 8 5 +3
Reduced Positions 18 16 +2
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: --

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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 --
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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 Q2)

59 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SDHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Atlas Wealth LLC 2.63% 1,127,260 $18.5M
2 Quantify Chaos Advisors, LLC 2.07% 44,942 $737K
3 Closed-End Fund Advisors, Inc. 1.56% 97,293 $1.6M
4 1607 Capital Partners, LLC 1.40% 979,170 $16.0M
5 Thomas J. Herzfeld Advisors, Inc. 0.70% 138,168 $2.3M
6 City of London Investment Management Co Ltd 0.45% 452,098 $7.4M
7 Logan Stone Capital, LLC 0.33% 95,166 $1.6M
8 Shaker Financial Services, LLC 0.28% 54,881 $900K
9 Apollon Financial, LLC 0.22% 113,628 $1.9M
10 Secure Asset Management, LLC 0.21% 90,072 $1.5M
11 Aviance Capital Partners, LLC 0.14% 83,169 $1.4M
12 Noble Wealth Management PBC 0.12% 15,721 $258K
13 Advisors Asset Management, Inc. 0.11% 426,232 $7.0M
14 Riverbridge Partners LLC 0.08% 164,714 $2.7M
15 Evolve Private Wealth, LLC 0.07% 70,900 $1.2M
16 Twin Peaks Wealth Advisors, LLC 0.06% 17,212 $282K
17 Pension & Wealth Management Advisors, INC. 0.03% 2,758 $41K
18 Carnegie Investment Counsel 0.03% 90,767 $1.5M
19 Pioneer Family Office, LLC 0.03% 3,045 $50K
20 Pathstone Holdings, LLC 0.02% 489,956 $8.0M
21 Allspring Global Investments Holdings, LLC 0.02% 615,485 $10.1M
22 Focus Partners Wealth 0.01% 747,903 $12.3M
23 Oppenheimer & Co Inc 0.01% 58,866 $965K
24 RFG Advisory, LLC 0.01% 27,820 $456K
25 Choreo, LLC 0.00% 21,227 $348K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 37 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SDHY holders?

Strong quality — 34% AUM from major funds: 8 of 59 holders rank in the top 100 by AUM, accounting for 34% 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?

51% of holders stayed for 2+ years: 30 out of 59 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.

Is it too late to buy Pgim Short Dur Hig Yld Opp F (SDHY) following the 2026 Q2 hedge fund 13F filings?

As of today, SDHY has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), SDHY has gained -1.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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