HNW

Pioneer Diversified High Income Fund
HNW

Overview Fund Activity

22 hedge funds and large institutions have $27.8M 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
Holders
22
Holders Change
-7
Holders Change %
-24.14%
% of All Funds
0.32%
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
–

Top Buyers

1
KIM
Karpus Investment Management
New York
$13.1M
2
SIA
Sit Investment Associates
Minnesota
$5.17M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.46M
4
NA
NewEdge Advisors
Louisiana
$557K
5
Morgan Stanley
Morgan Stanley
New York
$188K

Top Sellers

1
SCM
Saba Capital Management
New York
$0
2
SFS
Shaker Financial Services
Virginia
$1.67M
3
LSC
Logan Stone Capital
Illinois
$0
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
SCM
Sterneck Capital Management
Missouri
$422K
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$13.1M +$2.19M +204,061 +20%
SIA
2
Sit Investment Associates
Minnesota
$5.17M +$1.12M +104,446 +28%
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$1.91M -$48.2K -4,497 -2%
SFS
4
Shaker Financial Services
Virginia
$1.67M -$627K -57,947 -27%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.46M +$485K +45,165 +50%
Ameriprise
6
Ameriprise
Minnesota
$1.16M -$12.3K -1,150 -1%
NA
7
NewEdge Advisors
Louisiana
$557K +$167K +15,400 +43%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$557K -$5.74K -535 -1%
SCM
9
Sterneck Capital Management
Missouri
$422K -$120K -11,221 -22%
Wells Fargo
10
Wells Fargo
California
$280K +$30.7K +2,865 +12%
Focus Partners Wealth
11
Focus Partners Wealth
Massachusetts
$222K +$222K +20,731 New
AUIM
12
Aegon USA Investment Management
Iowa
$207K – – –
CCFM
13
Clear Creek Financial Management
Washington
$190K -$11.7K -1,090 -6%
Morgan Stanley
14
Morgan Stanley
New York
$188K +$81.5K +7,592 +76%
KA
15
Kovack Advisors
Florida
$151K +$27.8K +2,588 +23%
DWM
16
Dakota Wealth Management
Florida
$136K – – –
Osaic Holdings
17
Osaic Holdings
Arizona
$127K -$120K -11,200 -49%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$120K – – –
UBS Group
19
UBS Group
Switzerland
$93.6K +$9.4K +876 +11%
SWM
20
Spire Wealth Management
Virginia
$47.6K +$6.24K +576 +15%
NFA
21
Northwest Financial Advisors
Virginia
$28.5K +$28.5K +2,660 New
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$10.2K -$5.57K -519 -35%
SCM
23
Saba Capital Management
New York
– -$1.33M -129,914 Closed
LSC
24
Logan Stone Capital
Illinois
– -$478K -46,727 Closed
HighTower Advisors
25
HighTower Advisors
Illinois
– -$122K -13,614 Closed
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