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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 $22.3M invested in Pioneer Diversified High Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

4% more funds holding

Funds holding: 2728 (+1)

1.19% less ownership

Funds ownership: 18.92%17.73% (-1.2%)

8% less capital invested

Capital invested by funds: $24.1M → $22.3M (-$1.83M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
12
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$6.09M -$1.32M -84,557 -18%
CG
2
Colony Group
Massachusetts
$2.2M +$1.17M +74,831 +109%
GC
3
Guggenheim Capital
Illinois
$1.85M +$606K +38,790 +47%
Invesco
4
Invesco
Georgia
$1.72M -$288K -18,449 -14%
Cohen & Steers
5
Cohen & Steers
New York
$1.7M -$734K -46,985 -30%
Ameriprise
6
Ameriprise
Minnesota
$1.38M -$28.2K -1,807 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.07M +$12.3K +787 +1%
SCM
8
Sterneck Capital Management
Missouri
$903K -$27.7K -1,773 -3%
Wells Fargo
9
Wells Fargo
California
$818K -$100K -6,409 -11%
AAM
10
Advisors Asset Management
Colorado
$783K -$7.72K -494 -1%
NA
11
NewEdge Advisors
Louisiana
$732K +$747K +47,833 New
CCFM
12
Clear Creek Financial Management
Washington
$518K +$27.9K +1,784 +6%
WWMSC
13
Wagner Wealth Management (South Carolina)
South Carolina
$511K -$234 -15 -0%
SFS
14
Shaker Financial Services
Virginia
$421K -$679K -43,456 -61%
Morgan Stanley
15
Morgan Stanley
New York
$247K -$24.4K -1,560 -9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$217K +$1.39K +89 +0.6%
Osaic Holdings
17
Osaic Holdings
Arizona
$203K
BF
18
BOK Financial
Oklahoma
$200K
ISWM
19
Independent Solutions Wealth Management
New York
$168K +$172K +11,000 New
UBS Group
20
UBS Group
Switzerland
$137K -$11.6K -740 -8%
GWM
21
Geneos Wealth Management
Colorado
$125K +$3.11K +199 +2%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$114K -$106K -6,772 -48%
Bank of America
23
Bank of America
North Carolina
$56K +$7.81K +500 +16%
SWM
24
Spire Wealth Management
Virginia
$51K +$16.9K +1,079 +48%
US Bancorp
25
US Bancorp
Minnesota
$25K

HNW Hedge Fund Activity: Q4 2021 in Review

28 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pioneer Diversified High Income Fund (HNW) for Q4 2021, worth a combined $22.3M — down 7.6% from $24.1M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new HNW positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Colony Group, adding an estimated $1.17M. The largest seller was Sit Investment Associates, cutting an estimated $1.32M.

  • 28 institutional investors held Pioneer Diversified High Income Fund (HNW) as of Q4 2021, up from 27 in Q3 2021.
  • Funds reported $22.3M of Pioneer Diversified High Income Fund stock for Q4 2021, down 7.6% quarter-over-quarter.
  • 4 funds opened new Pioneer Diversified High Income Fund positions in Q4 2021 and 2 closed out, a net change of +2 holders.
  • The largest Pioneer Diversified High Income Fund buyer in Q4 2021 was Colony Group, an estimated $1.17M added.
  • The largest Pioneer Diversified High Income Fund seller in Q4 2021 was Sit Investment Associates, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2021.