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HNW

Pioneer Diversified High Income Fund

Delisted

HNW was delisted on the 25th of September, 2025.

28 hedge funds and large institutions have $61.4M invested in Pioneer Diversified High Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $51.6M → $61.4M (+$9.81M)

3.05% more ownership

Funds ownership: 51.53%54.58% (+3.1%)

7% less funds holding

Funds holding: 3028 (-2)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$29.5M +$250K +19,337 +0.9%
SIA
2
Sit Investment Associates
Minnesota
$12M +$101K +7,800 +0.9%
SCM
3
Shelton Capital Management
Colorado
$3.95M +$3.79M +292,602 New
IA
4
Icon Advisers
Colorado
$3.77M
BI
5
Bulldog Investors
New Jersey
$2.17M -$189K -14,600 -8%
CG
6
Colony Group
Massachusetts
$1.03M -$21.2K -1,636 -2%
Ameriprise
7
Ameriprise
Minnesota
$1.03M +$68.9K +5,326 +8%
AAM
8
Advisors Asset Management
Colorado
$1.01M -$66.2K -5,118 -6%
Wells Fargo
9
Wells Fargo
California
$964K +$799K +61,763 +647%
MAFM
10
Mid Atlantic Financial Management
Pennsylvania
$907K
RJFSA
11
Raymond James Financial Services Advisors
Florida
$796K -$10.1K -778 -1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$716K +$72.8K +5,626 +12%
PAS
13
Park Avenue Securities
New York
$711K +$72.9K +5,633 +12%
SCM
14
Sterneck Capital Management
Missouri
$612K -$1.88K -145 -0.3%
Cohen & Steers
15
Cohen & Steers
New York
$567K
GC
16
Guggenheim Capital
Illinois
$535K -$167K -12,932 -25%
KA
17
Kovack Advisors
Florida
$246K +$12.7K +978 +6%
Morgan Stanley
18
Morgan Stanley
New York
$235K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$222K -$4.85K -375 -2%
DWM
20
Dakota Wealth Management
Florida
$185K
GWM
21
Geneos Wealth Management
Colorado
$98K +$65 +5 +0.1%
UBS Group
22
UBS Group
Switzerland
$68K -$6.43K -497 -9%
Bank of America
23
Bank of America
North Carolina
$43K -$5.58K -431 -12%
Osaic Holdings
24
Osaic Holdings
Arizona
$15K -$2.83K -219 -17%
FFA
25
Founders Financial Alliance
North Carolina
$15K +$14.4K +1,110 New

HNW Hedge Fund Activity: Q3 2020 in Review

28 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Pioneer Diversified High Income Fund (HNW) for Q3 2020, worth a combined $61.4M — up 19% from $51.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of HNW and 3 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Shelton Capital Management, opening a new position worth an estimated $3.79M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $448K sold.

  • 28 institutional investors held Pioneer Diversified High Income Fund (HNW) as of Q3 2020, down from 30 in Q2 2020.
  • Funds reported $61.4M of Pioneer Diversified High Income Fund stock for Q3 2020, up 19% quarter-over-quarter.
  • 3 funds opened new Pioneer Diversified High Income Fund positions in Q3 2020 and 5 closed out, a net change of -2 holders.
  • The largest Pioneer Diversified High Income Fund buyer in Q3 2020 was Shelton Capital Management, an estimated $3.79M added.
  • The largest Pioneer Diversified High Income Fund seller in Q3 2020 was Curi RMB Capital, an estimated $448K sold.

Based on aggregated 13F filings for Q3 2020.