Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
44 hedge funds and large institutions have $84.4M invested in Pioneer Floating Rate Fund in 2015 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 7 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
1.19% more ownership
Funds ownership: 28.58% → 29.77% (+1.2%)
3% more capital invested
Capital invested by funds: $82.2M → $84.4M (+$2.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less funds holding
Funds holding: 45 → 44 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.21M |
| 2 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$2.12M |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.91M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$842K |
| 5 |
Morgan Stanley
New York
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$2.58M |
| 2 |
TFCM
Taylor Frigon Capital Management
Scottsdale,
Arizona
|
-$1.86M |
| 3 |
HNB
Huntington National Bank
Columbus,
Ohio
|
-$889K |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
-$622K |
| 5 |
TAM
Trust Asset Management
Houston,
Texas
|
-$278K |
PHD Hedge Fund Activity: Q2 2015 in Review
44 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2015, worth a combined $84.4M — up 2.6% from $82.2M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PHD and 6 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $2.21M. The largest seller was Guggenheim Capital, cutting an estimated $2.58M.
- 44 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2015, down from 45 in Q1 2015.
- Funds reported $84.4M of Pioneer Floating Rate Fund stock for Q2 2015, up 2.6% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q2 2015 and 7 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q2 2015 was Rivernorth Capital Management, an estimated $2.21M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2015 was Guggenheim Capital, an estimated $2.58M sold.
Based on aggregated 13F filings for Q2 2015.