Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
40 hedge funds and large institutions have $69.6M invested in Pioneer Floating Rate Fund in 2013 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $63.1M → $69.6M (+$6.5M)
5% more funds holding
Funds holding: 38 → 40 (+2)
1.78% more ownership
Funds ownership: 20.38% → 22.16% (+1.8%)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$10.6M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$604K |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$495K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$489K |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$438K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$3.63M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.74M |
| 3 |
Cohen & Steers
New York
|
-$962K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$850K |
| 5 |
B
Baird
Milwaukee,
Wisconsin
|
-$729K |
PHD Hedge Fund Activity: Q4 2013 in Review
40 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2013, worth a combined $69.6M — up 10% from $63.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHD positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 12 trimmed.
The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $10.6M. The largest seller was Guggenheim Capital, cutting an estimated $3.63M.
- 40 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2013, up from 38 in Q3 2013.
- Funds reported $69.6M of Pioneer Floating Rate Fund stock for Q4 2013, up 10% quarter-over-quarter.
- 10 funds opened new Pioneer Floating Rate Fund positions in Q4 2013 and 8 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2013 was Baillie Gifford & Co, an estimated $10.6M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2013 was Guggenheim Capital, an estimated $3.63M sold.
Based on aggregated 13F filings for Q4 2013.