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HNW

Pioneer Diversified High Income Fund

Delisted

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

23 hedge funds and large institutions have $27.9M invested in Pioneer Diversified High Income Fund in 2023 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

9% more capital invested

Capital invested by funds: $25.7M → $27.9M (+$2.24M)

1.03% more ownership

Funds ownership: 30.17%31.2% (+1%)

23% less funds holding

Funds holding: 3023 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
23
Holders Change
-7
Holders Change %
-23.33%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
9
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$13.1M +$2.12M +204,061 +20%
SIA
2
Sit Investment Associates
Minnesota
$5.17M +$1.09M +104,446 +28%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.91M -$46.7K -4,497 -2%
SFS
4
Shaker Financial Services
Virginia
$1.67M -$602K -57,947 -27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.46M +$469K +45,165 +50%
Ameriprise
6
Ameriprise
Minnesota
$1.16M -$12K -1,150 -1%
NA
7
NewEdge Advisors
Louisiana
$557K +$160K +15,400 +43%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$557K -$5.56K -535 -1%
SCM
9
Sterneck Capital Management
Missouri
$422K -$117K -11,221 -22%
Wells Fargo
10
Wells Fargo
California
$280K +$29.8K +2,865 +12%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$222K +$215K +20,731 New
AUIM
12
Aegon USA Investment Management
Iowa
$207K
CCFM
13
Clear Creek Financial Management
Washington
$190K -$11.3K -1,090 -6%
Morgan Stanley
14
Morgan Stanley
New York
$188K +$78.9K +7,592 +76%
KA
15
Kovack Advisors
Florida
$151K +$26.9K +2,588 +23%
DWM
16
Dakota Wealth Management
Florida
$136K
Osaic Holdings
17
Osaic Holdings
Arizona
$127K -$116K -11,200 -49%
NAS
18
NWF Advisory Services
California
$120K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$120K
UBS Group
20
UBS Group
Switzerland
$93.6K +$9.1K +876 +11%
SWM
21
Spire Wealth Management
Virginia
$47.6K +$5.99K +576 +15%
NFA
22
Northwest Financial Advisors
Virginia
$28.5K +$27.6K +2,660 New
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$10.2K -$5.39K -519 -35%
SCM
24
Saba Capital Management
New York
-$1.33M -129,914 Closed
LSC
25
Logan Stone Capital
Illinois
-$478K -46,727 Closed

HNW Hedge Fund Activity: Q4 2023 in Review

23 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pioneer Diversified High Income Fund (HNW) for Q4 2023, worth a combined $27.9M — up 8.7% from $25.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of HNW and 2 opened new positions — a net loss of 6 holders — while 8 trimmed existing stakes and 9 added.

The largest buyer was Karpus Investment Management, adding an estimated $2.12M. The largest seller was Saba Capital Management, exiting entirely with an estimated $1.33M sold.

  • 23 institutional investors held Pioneer Diversified High Income Fund (HNW) as of Q4 2023, down from 30 in Q3 2023.
  • Funds reported $27.9M of Pioneer Diversified High Income Fund stock for Q4 2023, up 8.7% quarter-over-quarter.
  • 2 funds opened new Pioneer Diversified High Income Fund positions in Q4 2023 and 8 closed out, a net change of -6 holders.
  • The largest Pioneer Diversified High Income Fund buyer in Q4 2023 was Karpus Investment Management, an estimated $2.12M added.
  • The largest Pioneer Diversified High Income Fund seller in Q4 2023 was Saba Capital Management, an estimated $1.33M sold.

Based on aggregated 13F filings for Q4 2023.