Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
38 hedge funds and large institutions have $63.1M invested in Pioneer Floating Rate Fund in 2013 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
19% more funds holding
Funds holding: 32 → 38 (+6)
0.55% less ownership
Funds ownership: 20.93% → 20.38% (-0.55%)
8% less capital invested
Capital invested by funds: $68.4M → $63.1M (-$5.32M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.1M |
| 2 |
Morgan Stanley
New York
|
+$824K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$780K |
| 4 |
B
Baird
Milwaukee,
Wisconsin
|
+$748K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$2.34M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.06M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
-$1.03M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$803K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$264K |
PHD Hedge Fund Activity: Q3 2013 in Review
38 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2013, worth a combined $63.1M — down 7.8% from $68.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PHD positions and 3 closed out — a net gain of 6 holders — while 12 added to existing stakes and 10 trimmed.
The largest buyer was Parametric Portfolio Associates, adding an estimated $1.1M. The largest seller was Invesco, cutting an estimated $2.34M.
- 38 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2013, up from 32 in Q2 2013.
- Funds reported $63.1M of Pioneer Floating Rate Fund stock for Q3 2013, down 7.8% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q3 2013 and 3 closed out, a net change of +6 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2013 was Parametric Portfolio Associates, an estimated $1.1M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2013 was Invesco, an estimated $2.34M sold.
Based on aggregated 13F filings for Q3 2013.