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PHD

Pioneer Floating Rate Fund
PHD

Delisted

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

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51 hedge funds and large institutions have $38.2M invested in Pioneer Floating Rate Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more funds holding

Funds holding: 49 → 51 (+2)

37.29% less ownership

Funds ownership: 52.43% → 15.14% (-37%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

71% less capital invested

Capital invested by funds: $131M → $38.2M (-$92.8M)

88% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 24

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
3
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
+$1.37M
2
Nomura Holdings
Nomura Holdings
Japan
+$1.09M
3
LCM
Landscape Capital Management
New Jersey
+$861K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$190K
5
WAM
Wolverine Asset Management
Illinois
+$171K

Top Sellers

1
SCM
Saba Capital Management
New York
-$55.7M
2
RCM
Rivernorth Capital Management
Florida
-$15M
3
SIA
Sit Investment Associates
Minnesota
-$5.96M
4
CIA
Capital Investment Advisors
Georgia
-$5.09M
5
RVPG
Relative Value Partners Group
-$4.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
51
Integrated Advisors Network
Texas
– -$202K -20,000 Closed
BCA
52
Biltmore Capital Advisors
New Jersey
– -$166K -16,421 Closed
Jane Street
53
Jane Street
New York
– -$104K -10,299 Closed
AAS
54
Avantax Advisory Services
Texas
– -$102K -10,229 Closed
FFA
55
Founders Financial Alliance
North Carolina
– -$15K -1,490 Closed
Barclays
56
Barclays
United Kingdom
– -$10K -940 Closed
CHAM
57
Clear Harbor Asset Management
Connecticut
– -$6.06K -600 Closed
AWM
58
Adams Wealth Management
Utah
– -$1K -75 Closed
WLPWM
59
Walled Lake Planning & Wealth Management
Illinois
– -$177 -17 -49%
RCM
60
Robinson Capital Management
Michigan
– +$385 +37 New
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