Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
48 hedge funds and large institutions have $33.6M invested in Pioneer Floating Rate Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
14% more capital invested
Capital invested by funds: $29.5M → $33.6M (+$4.01M)
4% more funds holding
Funds holding: 46 → 48 (+2)
3.06% more ownership
Funds ownership: 26.48% → 29.55% (+3.1%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.4M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.27M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.17M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$925K |
| 5 |
RIL
Rothschild Investment LLC
Chicago,
Illinois
|
+$298K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$641K |
| 2 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
-$377K |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
-$366K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$283K |
| 5 |
SCM
Saba Capital Management
New York
|
-$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCM
51
Saba Capital Management
New York
| – | -$264K | -29,318 | Closed |
|
52
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$92K | -10,158 | Closed |
|
|
HWAM
53
Hennion & Walsh Asset Management
Parsippany,
New Jersey
| – | -$90.6K | -10,059 | Closed |
|
|
SCA
54
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$13.2K | -1,469 | Closed |
|
PHD Hedge Fund Activity: Q4 2023 in Review
48 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2023, worth a combined $33.6M — up 14% from $29.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PHD positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.4M. The largest seller was 1607 Capital Partners, cutting an estimated $641K.
- 48 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2023, up from 46 in Q3 2023.
- Funds reported $33.6M of Pioneer Floating Rate Fund stock for Q4 2023, up 14% quarter-over-quarter.
- 7 funds opened new Pioneer Floating Rate Fund positions in Q4 2023 and 5 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2023 was Morgan Stanley, an estimated $1.4M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2023 was 1607 Capital Partners, an estimated $641K sold.
Based on aggregated 13F filings for Q4 2023.