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PHD

Pioneer Floating Rate Fund
PHD

Delisted

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

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54 hedge funds and large institutions have $86.4M invested in Pioneer Floating Rate Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 52 → 54 (+2)

0.85% less ownership

Funds ownership: 31.29% → 30.44% (-0.85%)

7% less capital invested

Capital invested by funds: $92.6M → $86.4M (-$6.21M)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
54
Holders Change
+2
Holders Change %
+3.85%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
13
Reduced
19
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
COLIM
City of London Investment Management
United Kingdom
+$1.68M
2
RVPG
Relative Value Partners Group
+$1.41M
3
SFS
Shaker Financial Services
Virginia
+$1.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.3M
5
WAM
Wolverine Asset Management
Illinois
+$318K

Top Sellers

1
Invesco
Invesco
Georgia
-$12.4M
2
CFA
Camarda Financial Advisors
Florida
-$926K
3
GC
Guggenheim Capital
Illinois
-$896K
4
Bessemer Group
Bessemer Group
New Jersey
-$645K
5
WOC
West Oak Capital
California
-$554K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
51
Westside Investment Management
California
$11.5K – – –
CPIG
52
Chicago Partners Investment Group
Illinois
$11K -$17.7K -1,507 -62%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$11K – – –
SPIA
54
Steward Partners Investment Advisory
New York
$1K +$1.17K +100 New
WOC
55
West Oak Capital
California
– -$554K -46,300 Closed
Ameriprise
56
Ameriprise
Minnesota
– -$261K -21,858 Closed
NL
57
NWAM LLC
Washington
– -$232K -19,401 Closed
ICM
58
Ionic Capital Management
New York
– -$178K -14,900 Closed
USGIU
59
U.S. Global Investors (USGI)
Texas
– -$97K -8,083 Closed
IA
60
IFP Advisors
Florida
– -$34K -2,864 Closed
TRCT
61
Tower Research Capital (TRC)
New York
– -$3K -244 Closed
WAM
62
Wealthspire Advisors (Maryland)
Maryland
– -$6K – –
1 2
3