Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $72.8M invested in Pioneer Floating Rate Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
2% more funds holding
Funds holding: 41 → 42 (+1)
1% more capital invested
Capital invested by funds: $72M → $72.8M (+$848K)
0.58% more ownership
Funds ownership: 23.07% → 23.65% (+0.58%)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$3.12M |
| 2 |
Morgan Stanley
New York
|
+$1.51M |
| 3 |
KSCM
Kamunting Street Capital Management
Miami Beach,
Florida
|
+$965K |
| 4 |
NPC
National Planning Corporation
El Segundo,
California
|
+$668K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$549K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.7M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.1M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.06M |
| 4 |
ARC
Absolute Return Capital
Boston,
Massachusetts
|
-$1.01M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$525K |
PHD Hedge Fund Activity: Q2 2014 in Review
42 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2014, worth a combined $72.8M — up 1.2% from $72M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PHD positions and 3 closed out — a net gain of 1 holder — while 12 added to existing stakes and 13 trimmed.
The largest buyer was Bessemer Group, adding an estimated $3.12M. The largest seller was Guggenheim Capital, cutting an estimated $1.7M.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2014, up from 41 in Q1 2014.
- Funds reported $72.8M of Pioneer Floating Rate Fund stock for Q2 2014, up 1.2% quarter-over-quarter.
- 4 funds opened new Pioneer Floating Rate Fund positions in Q2 2014 and 3 closed out, a net change of +1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q2 2014 was Bessemer Group, an estimated $3.12M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2014 was Guggenheim Capital, an estimated $1.7M sold.
Based on aggregated 13F filings for Q2 2014.