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PHD
Pioneer Floating Rate Fund
PHD
PHD
Delisted
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $37.9M invested in Pioneer Floating Rate Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
1% less capital invested
Capital invested by funds: $38.2M → $37.9M (-$366K)
1.79% less ownership
Funds ownership: 15.14% → 13.35% (-1.8%)
18% less funds holding
Funds holding: 51 → 42 (-9)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
6
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.13M |
| 2 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$2.2M |
| 3 |
Morgan Stanley
New York
|
+$1.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$766K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$714K |
Top Sellers
| 1 |
SCM
Saba Capital Management
New York
|
-$7.84M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.35M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.28M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$1.08M |
| 5 |
RVPG
Relative Value Partners Group
|
-$698K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YCM
51
Yakira Capital Management
Westport,
Connecticut
| – | -$162K | -15,908 | Closed |
|
|
WIA
52
Westbourne Investment Advisors
Annapolis,
Maryland
| – | -$152K | -14,900 | Closed |
|
53
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$127K | -12,418 | Closed |
|
|
ZA
54
Zazove Associates
Incline Village,
Nevada
| – | -$66K | -6,511 | Closed |
|
|
SIAG
55
Safeguard Investment Advisory Group
Corona,
California
| – | -$6K | -607 | Closed |
|