Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
41 hedge funds and large institutions have $72M invested in Pioneer Floating Rate Fund in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
3% more funds holding
Funds holding: 40 → 41 (+1)
3% more capital invested
Capital invested by funds: $69.6M → $72M (+$2.38M)
0.91% more ownership
Funds ownership: 22.16% → 23.07% (+0.91%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$3.21M |
| 2 |
RTS
Round Table Services
Westfield,
New Jersey
|
+$1.64M |
| 3 |
ACM
Aviance Capital Management
Sarasota,
Florida
|
+$422K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$378K |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$335K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$2.1M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.79M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$846K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$701K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$311K |
PHD Hedge Fund Activity: Q1 2014 in Review
41 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2014, worth a combined $72M — up 3.4% from $69.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHD positions and 3 closed out — a net gain of 2 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $3.21M. The largest seller was Advisors Asset Management, cutting an estimated $2.1M.
- 41 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2014, up from 40 in Q4 2013.
- Funds reported $72M of Pioneer Floating Rate Fund stock for Q1 2014, up 3.4% quarter-over-quarter.
- 5 funds opened new Pioneer Floating Rate Fund positions in Q1 2014 and 3 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2014 was Bessemer Group, an estimated $3.21M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2014 was Advisors Asset Management, an estimated $2.1M sold.
Based on aggregated 13F filings for Q1 2014.