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PHD

Pioneer Floating Rate Fund
PHD

Delisted

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

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55 hedge funds and large institutions have $100M invested in Pioneer Floating Rate Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

8% more funds holding

Funds holding: 51 → 55 (+4)

5.78% less ownership

Funds ownership: 39.9% → 34.12% (-5.8%)

14% less capital invested

Capital invested by funds: $117M → $100M (-$16.8M)

41% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 22

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
13
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$1.49M
2
GC
Guggenheim Capital
Illinois
+$1.19M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$855K
4
RVPG
Relative Value Partners Group
+$644K
5
ZA
Zazove Associates
Nevada
+$561K

Top Sellers

1
Invesco
Invesco
Georgia
-$7.33M
2
FIMG
Financial & Investment Management Group
Michigan
-$3.95M
3
Morgan Stanley
Morgan Stanley
New York
-$2.24M
4
MIG
Mariner Investment Group
New York
-$2.21M
5
AAM
Advisors Asset Management
Colorado
-$1.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
51
West Oak Capital
California
$11.9K – – –
CPIG
52
Chicago Partners Investment Group
Illinois
$10K – – –
Creative Planning
53
Creative Planning
Kansas
$8K +$7.7K +656 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5K +$5.18K +441 New
PCM
55
Penserra Capital Management
California
$4K +$493 +42 +12%
WIA
56
Westbourne Investment Advisors
Maryland
– -$683K -57,896 Closed
DA
57
Doliver Advisors
Texas
– -$336K -28,468 Closed
1 2
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