Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
45 hedge funds and large institutions have $82.2M invested in Pioneer Floating Rate Fund in 2015 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 11 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
2% more capital invested
Capital invested by funds: $80.6M → $82.2M (+$1.61M)
0.25% more ownership
Funds ownership: 28.33% → 28.58% (+0.25%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 49 → 45 (-4)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$4.33M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$893K |
| 3 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$874K |
| 4 |
TAM
Trust Asset Management
Houston,
Texas
|
+$855K |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$802K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.08M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$761K |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$609K |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$598K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$598K |
PHD Hedge Fund Activity: Q1 2015 in Review
45 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2015, worth a combined $82.2M — up 2% from $80.6M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of PHD and 9 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $4.33M. The largest seller was Guggenheim Capital, cutting an estimated $1.08M.
- 45 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2015, down from 49 in Q4 2014.
- Funds reported $82.2M of Pioneer Floating Rate Fund stock for Q1 2015, up 2% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q1 2015 and 11 closed out, a net change of -2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2015 was Baillie Gifford & Co, an estimated $4.33M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2015 was Guggenheim Capital, an estimated $1.08M sold.
Based on aggregated 13F filings for Q1 2015.