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PHD

Pioneer Floating Rate Fund

Delisted

PHD was delisted on the 10th of October, 2025.

53 hedge funds and large institutions have $95.8M invested in Pioneer Floating Rate Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

10% more funds holding

Funds holding: 4853 (+5)

0.55% more ownership

Funds ownership: 31.98%32.53% (+0.55%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $96.6M → $95.8M (-$828K)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
20
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$486K +$494K +40,846 New
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$417K +$183K +15,132 +76%
NPC
28
National Planning Corporation
California
$391K -$14.5K -1,200 -4%
WOC
29
West Oak Capital
California
$352K +$45.9K +3,800 +15%
HK
30
Horizon Kinetics
New York
$310K -$4.23K -350 -1%
WAM
31
Wolverine Asset Management
Illinois
$298K +$303K +25,085 New
WS
32
Wedbush Securities
California
$274K +$88.3K +7,308 +47%
NL
33
NWAM LLC
Washington
$231K +$234K +19,401 New
RJA
34
Raymond James & Associates
Florida
$188K +$30.9K +2,554 +19%
RCM
35
Robinson Capital Management
Michigan
$167K +$169K +14,000 New
CCP
36
Corient Capital Partners
California
$145K
GWM
37
Greenwich Wealth Management
Connecticut
$142K -$5.08K -420 -3%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$106K +$108K +8,900 New
AG
39
Advisor Group
Arizona
$99K +$14.7K +1,214 +17%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$97K
USGIU
41
U.S. Global Investors (USGI)
Texas
$97K
GWM
42
Geneos Wealth Management
Colorado
$58K
IA
43
IFP Advisors
Florida
$38K -$24.6K -2,040 -39%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K +$7.88K +652 +28%
GI
45
Gradient Investments
Minnesota
$32K -$4.76M -394,149 -99%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$24K
VWA
47
V Wealth Advisors
Kansas
$20K +$20.1K +1,662 New
WAM
48
Watermark Asset Management
California
$17K
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$12K -$59.2K -4,900 -83%
WIM
50
Westside Investment Management
California
$11.9K +$12.1K +1,000 New