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PHD

Pioneer Floating Rate Fund

Delisted

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

49 hedge funds and large institutions have $32.1M invested in Pioneer Floating Rate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

1.38% more ownership

Funds ownership: 28.71%30.09% (+1.4%)

2% more capital invested

Capital invested by funds: $31.5M → $32.1M (+$569K)

2% less funds holding

Funds holding: 5049 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
26
Landscape Capital Management
New Jersey
$314K -$46.1K -5,062 -12%
CCP
27
Clough Capital Partners
Massachusetts
$292K +$309K +33,914 New
HighTower Advisors
28
HighTower Advisors
Illinois
$270K +$138K +15,132 +93%
SCM
29
Saba Capital Management
New York
$256K
CIA
30
Capital Investment Advisors
Georgia
$191K -$12.4K -1,366 -6%
QC
31
Quantedge Capital
Singapore
$165K -$4.55K -500 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$152K +$84.5K +9,284 +112%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$139K +$19.7K +2,159 +15%
WS
34
Wedbush Securities
California
$136K
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$129K
AUIM
36
Aegon USA Investment Management
Iowa
$117K
SIA
37
Sit Investment Associates
Minnesota
$98K
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$92K +$96.7K +10,627 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$51K
GWSG
40
GPS Wealth Strategies Group
Colorado
$40K
BWL
41
Bogart Wealth LLC
Virginia
$23K
EBA
42
Eagle Bay Advisors
New York
$21K
TH
43
TCTC Holdings
Texas
$19K
BAM
44
Byrne Asset Management
New Jersey
$14K
SCA
45
Stonebridge Capital Advisors
Minnesota
$13K
GRP
46
Global Retirement Partners
California
$10K
GWM
47
Geneos Wealth Management
Colorado
$6K
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K
GI
49
Gradient Investments
Minnesota
$1K
AC
50
Almitas Capital
California
-$266K -29,946 Closed