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PHD

Pioneer Floating Rate Fund

Delisted

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

52 hedge funds and large institutions have $118M invested in Pioneer Floating Rate Fund in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more capital invested

Capital invested by funds: $88.4M → $118M (+$29.6M)

3.54% more ownership

Funds ownership: 46.52%50.06% (+3.5%)

13% less funds holding

Funds holding: 6052 (-8)

35% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 20

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Holders
52
Holders Change
-8
Holders Change %
-13.33%
% of All Funds
1.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
13
Reduced
20
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Biltmore Capital Advisors
New Jersey
$306K +$283K +32,173 New
LSPW
27
Lake Street Private Wealth
Illinois
$266K -$343K -39,000 -58%
Stifel Financial
28
Stifel Financial
Missouri
$257K -$19.5K -2,216 -8%
Osaic Holdings
29
Osaic Holdings
Arizona
$256K -$109K -12,387 -32%
PPA
30
Parametric Portfolio Associates
Washington
$227K -$10.7K -1,220 -5%
IAN
31
Integrated Advisors Network
Texas
$190K
MAFM
32
Mid Atlantic Financial Management
Pennsylvania
$167K +$14.9K +1,700 +11%
WS
33
Wedbush Securities
California
$165K
UBS Group
34
UBS Group
Switzerland
$154K +$15.1K +1,723 +12%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$151K +$30.3K +3,450 +28%
RTS
36
Round Table Services
New Jersey
$145K -$6.29K -716 -4%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$114K -$70.9K -8,059 -40%
AA
38
AQR Arbitrage
Connecticut
$100K -$114K -12,933 -55%
ICMP
39
Integrated Capital Management (Pennsylvania)
Pennsylvania
$96K +$89.1K +10,129 New
TH
40
TCTC Holdings
Texas
$78K +$72.5K +8,250 New
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$56K -$4.4K -500 -8%
CAN
42
Cetera Advisor Networks
California
$39K +$36.4K +4,139 New
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$31K +$9.54K +1,085 +50%
Citigroup
44
Citigroup
New York
$30K -$89.9K -10,222 -77%
SCA
45
Stonebridge Capital Advisors
Minnesota
$14K
GWM
46
Geneos Wealth Management
Colorado
$11K
PAG
47
Private Advisor Group
New Jersey
$10K +$9.01K +1,025 New
GI
48
Gradient Investments
Minnesota
$1K -$14.6K -1,656 -91%
Baillie Gifford & Co
49
Baillie Gifford & Co
United Kingdom
-$4.12M -538,606 Closed
PCM
50
PenderFund Capital Management
British Columbia, Canada
-$1.08M -100,000 Closed