HNW

Pioneer Diversified High Income Fund
HNW

Overview Fund Activity

29 hedge funds and large institutions have $25.6M 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
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.46%
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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$10.4M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
$1.87M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$932K
4
SCM
Saba Capital Management
New York
$1.33M
5
SIA
Sit Investment Associates
Minnesota
$3.86M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
LSC
Logan Stone Capital
Illinois
$478K
3
GC
Guggenheim Capital
Illinois
$0
4
SFS
Shaker Financial Services
Virginia
$2.17M
5
NA
NewEdge Advisors
Louisiana
$368K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$10.4M +$2.69M +263,021 +35%
SIA
2
Sit Investment Associates
Minnesota
$3.86M +$315K +30,776 +9%
SFS
3
Shaker Financial Services
Virginia
$2.17M -$248K -24,297 -10%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.87M +$1.74M +169,945 +1,321%
SCM
5
Saba Capital Management
New York
$1.33M +$735K +71,950 +124%
Ameriprise
6
Ameriprise
Minnesota
$1.11M +$119K +11,633 +12%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$932K +$932K +91,220 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$536K +$552 +54 +0.1%
SCM
9
Sterneck Capital Management
Missouri
$517K -$36.6K -3,579 -7%
LSC
10
Logan Stone Capital
Illinois
$478K -$774K -75,708 -62%
NA
11
NewEdge Advisors
Louisiana
$368K -$175K -17,100 -32%
CG
12
Colony Group
Massachusetts
$254K -$54.3K -5,325 -18%
Wells Fargo
13
Wells Fargo
California
$238K +$10.5K +1,026 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$235K +$114K +11,200 +95%
AUIM
15
Aegon USA Investment Management
Iowa
$197K – – –
CCFM
16
Clear Creek Financial Management
Washington
$192K +$4.09K +400 +2%
DWM
17
Dakota Wealth Management
Florida
$129K +$16.6K +1,625 +15%
HighTower Advisors
18
HighTower Advisors
Illinois
$122K -$42.6K -4,756 -26%
KA
19
Kovack Advisors
Florida
$118K +$388 +38 +0.3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$114K – – –
KWM
21
Kingsview Wealth Management
Oregon
$111K – – –
Morgan Stanley
22
Morgan Stanley
New York
$102K +$439 +43 +0.4%
UBS Group
23
UBS Group
Switzerland
$80.2K +$45.6K +4,462 +132%
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$55.6K +$55.6K +5,441 New
SWM
25
Spire Wealth Management
Virginia
$39.1K +$1.01K +99 +3%
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