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PHD

Pioneer Floating Rate Fund
PHD

Delisted

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

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52 hedge funds and large institutions have $86.1M invested in Pioneer Floating Rate Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0% less capital invested

Capital invested by funds: $86.4M → $86.1M (-$250K)

0.58% less ownership

Funds ownership: 30.44% → 29.86% (-0.58%)

4% less funds holding

Funds holding: 54 → 52 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
52
Holders Change
-2
Holders Change %
-3.7%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
6
Increased
17
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
Capital Investment Advisors
Georgia
+$2.86M
2
RVPG
Relative Value Partners Group
+$2.62M
3
Stifel Financial
Stifel Financial
Missouri
+$991K
4
SFS
Shaker Financial Services
Virginia
+$638K
5
GC
Guggenheim Capital
Illinois
+$539K

Top Sellers

1
CFA
Camarda Financial Advisors
Florida
-$5.56M
2
COLIM
City of London Investment Management
United Kingdom
-$2.14M
3
Invesco
Invesco
Georgia
-$808K
4
AAM
Advisors Asset Management
Colorado
-$721K
5
WAM
Wolverine Asset Management
Illinois
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
51
Optimum Investment Advisors
Illinois
$5K +$4.6K +400 New
MGIA
52
Moneta Group Investment Advisors
Missouri
$5K +$4.92K +428 New
SPIA
53
Steward Partners Investment Advisory
New York
$1K – – –
CFA
54
Camarda Financial Advisors
Florida
– -$5.56M -484,457 Closed
WAM
55
Wolverine Asset Management
Illinois
– -$335K -29,261 Closed
DA
56
Doliver Advisors
Texas
– -$229K -19,969 Closed
WAM
57
Weiss Asset Management
Massachusetts
– -$155K -13,488 Closed
CCP
58
Corient Capital Partners
California
– -$140K -12,217 Closed
Squarepoint
59
Squarepoint
New York
– -$131K -11,390 Closed
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
– -$22K -1,890 Closed
WAM
61
Watermark Asset Management
California
– -$16K -1,390 Closed
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