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HNW

Pioneer Diversified High Income Fund

Delisted

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

27 hedge funds and large institutions have $56.8M invested in Pioneer Diversified High Income Fund in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

3.74% less ownership

Funds ownership: 50.25%46.51% (-3.7%)

7% less capital invested

Capital invested by funds: $60.9M → $56.8M (-$4.14M)

13% less funds holding

Funds holding: 3127 (-4)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
27
Holders Change
-4
Holders Change %
-12.9%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$29M -$2.66M -182,296 -8%
SIA
2
Sit Investment Associates
Minnesota
$13.8M -$82.2K -5,627 -0.6%
Wells Fargo
3
Wells Fargo
California
$1.57M +$228K +15,622 +17%
IA
4
Icon Advisers
Colorado
$1.55M -$1.19M -81,152 -43%
Ameriprise
5
Ameriprise
Minnesota
$1.25M +$126K +8,597 +11%
MAFM
6
Mid Atlantic Financial Management
Pennsylvania
$1.21M +$246K +16,800 +25%
CG
7
Colony Group
Massachusetts
$936K -$157K -10,746 -14%
SCM
8
Sterneck Capital Management
Missouri
$915K +$268K +18,334 +42%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$877K +$3.21K +220 +0.4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$855K +$31.6K +2,164 +4%
PAS
11
Park Avenue Securities
New York
$852K +$33.1K +2,263 +4%
SFS
12
Shaker Financial Services
Virginia
$806K +$804K +55,013 New
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$597K -$205K -14,000 -26%
GC
14
Guggenheim Capital
Illinois
$586K +$23.4K +1,604 +4%
Cohen & Steers
15
Cohen & Steers
New York
$448K -$167K -11,434 -27%
KA
16
Kovack Advisors
Florida
$255K -$36.4K -2,491 -13%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$234K -$29.3K -2,004 -11%
DWM
18
Dakota Wealth Management
Florida
$201K
BF
19
BOK Financial
Oklahoma
$192K +$191K +13,069 New
Osaic Holdings
20
Osaic Holdings
Arizona
$160K +$146K +10,000 +1,111%
Morgan Stanley
21
Morgan Stanley
New York
$144K -$89.4K -6,118 -38%
GWM
22
Geneos Wealth Management
Colorado
$112K -$3.1K -212 -3%
UBS Group
23
UBS Group
Switzerland
$92K +$12.7K +868 +16%
Bank of America
24
Bank of America
North Carolina
$46K
SWM
25
Spire Wealth Management
Virginia
$44K +$44.3K +3,034 New

HNW Hedge Fund Activity: Q1 2021 in Review

27 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Pioneer Diversified High Income Fund (HNW) for Q1 2021, worth a combined $56.8M — down 6.8% from $60.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of HNW and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Shaker Financial Services, opening a new position worth an estimated $804K. The largest seller was Karpus Investment Management, cutting an estimated $2.66M.

  • 27 institutional investors held Pioneer Diversified High Income Fund (HNW) as of Q1 2021, down from 31 in Q4 2020.
  • Funds reported $56.8M of Pioneer Diversified High Income Fund stock for Q1 2021, down 6.8% quarter-over-quarter.
  • 3 funds opened new Pioneer Diversified High Income Fund positions in Q1 2021 and 6 closed out, a net change of -3 holders.
  • The largest Pioneer Diversified High Income Fund buyer in Q1 2021 was Shaker Financial Services, an estimated $804K added.
  • The largest Pioneer Diversified High Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $2.66M sold.

Based on aggregated 13F filings for Q1 2021.