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HNW

Pioneer Diversified High Income Fund

Delisted

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

30 hedge funds and large institutions have $25.7M invested in Pioneer Diversified High Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

17% more capital invested

Capital invested by funds: $21.9M → $25.7M (+$3.75M)

4.1% more ownership

Funds ownership: 26.07%30.17% (+4.1%)

3% less funds holding

Funds holding: 3130 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
15
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$10.4M +$2.7M +263,021 +35%
SIA
2
Sit Investment Associates
Minnesota
$3.86M +$316K +30,776 +9%
SFS
3
Shaker Financial Services
Virginia
$2.17M -$250K -24,297 -10%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.87M +$1.75M +169,945 +1,321%
SCM
5
Saba Capital Management
New York
$1.33M +$740K +71,950 +124%
Ameriprise
6
Ameriprise
Minnesota
$1.11M +$120K +11,633 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$932K +$938K +91,220 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$536K +$555 +54 +0.1%
SCM
9
Sterneck Capital Management
Missouri
$517K -$36.8K -3,579 -7%
LSC
10
Logan Stone Capital
Illinois
$478K -$778K -75,708 -62%
NA
11
NewEdge Advisors
Louisiana
$368K -$176K -17,100 -32%
CG
12
Colony Group
Massachusetts
$254K -$54.7K -5,325 -18%
Wells Fargo
13
Wells Fargo
California
$238K +$10.5K +1,026 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$235K +$115K +11,200 +95%
AUIM
15
Aegon USA Investment Management
Iowa
$197K
CCFM
16
Clear Creek Financial Management
Washington
$192K +$4.11K +400 +2%
DWM
17
Dakota Wealth Management
Florida
$129K +$16.7K +1,625 +15%
HighTower Advisors
18
HighTower Advisors
Illinois
$122K -$48.9K -4,756 -26%
KA
19
Kovack Advisors
Florida
$118K +$391 +38 +0.3%
NAS
20
NWF Advisory Services
California
$114K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$114K
KWM
22
Kingsview Wealth Management
Oregon
$111K
Morgan Stanley
23
Morgan Stanley
New York
$102K +$442 +43 +0.4%
UBS Group
24
UBS Group
Switzerland
$80.2K +$45.9K +4,462 +132%
JP Morgan Chase
25
JP Morgan Chase
New York
$55.6K +$55.9K +5,441 New

HNW Hedge Fund Activity: Q3 2023 in Review

30 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pioneer Diversified High Income Fund (HNW) for Q3 2023, worth a combined $25.7M — up 17% from $21.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of HNW and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 15 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.7M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.26M sold.

  • 30 institutional investors held Pioneer Diversified High Income Fund (HNW) as of Q3 2023, down from 31 in Q2 2023.
  • Funds reported $25.7M of Pioneer Diversified High Income Fund stock for Q3 2023, up 17% quarter-over-quarter.
  • 3 funds opened new Pioneer Diversified High Income Fund positions in Q3 2023 and 4 closed out, a net change of -1 holder.
  • The largest Pioneer Diversified High Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $2.7M added.
  • The largest Pioneer Diversified High Income Fund seller in Q3 2023 was Wolverine Asset Management, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2023.