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PHD
Pioneer Floating Rate Fund
PHD
PHD
Delisted
PHD was delisted on the 10th of October, 2025.
52 hedge funds and large institutions have $92.6M invested in Pioneer Floating Rate Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $95.8M → $92.6M (-$3.18M)
1.24% less ownership
Funds ownership: 32.53% → 31.29% (-1.2%)
2% less funds holding
Funds holding: 53 → 52 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
12
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.07M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$707K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$706K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$698K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$602K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| $12K | – | – | – |
|
|
WAM
52
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| $6K | – | – | – |
|
|
TRCT
53
Tower Research Capital (TRC)
New York
| $3K | +$2.9K | +244 | New |
|
|
NPC
54
National Planning Corporation
El Segundo,
California
| – | -$391K | -32,880 | Closed |
|
|
RCM
55
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| – | -$167K | -14,000 | Closed |
|
56
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$106K | -8,900 | Closed |
|
|
GI
57
Gradient Investments
Arden Hills,
Minnesota
| – | -$32K | -2,649 | Closed |
|
|
VWA
58
V Wealth Advisors
Overland Park,
Kansas
| – | -$20K | -1,662 | Closed |
|
59
Creative Planning
Overland Park,
Kansas
| – | -$8K | -666 | Closed |
|