Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
52 hedge funds and large institutions have $90.7M invested in Pioneer Floating Rate Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 1 closing their positions.
900% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 1
18% more funds holding
Funds holding: 44 → 52 (+8)
8% more capital invested
Capital invested by funds: $84.4M → $90.7M (+$6.34M)
2.43% more ownership
Funds ownership: 29.77% → 32.21% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
40% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.7M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$4.67M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.43M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$667K |
| 5 |
Cohen & Steers
New York
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$1.11M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$834K |
| 3 |
DS
DRW Securities
Chicago,
Illinois
|
-$679K |
| 4 |
Morgan Stanley
New York
|
-$452K |
| 5 |
HK
Horizon Kinetics
New York
|
-$335K |
PHD Hedge Fund Activity: Q3 2015 in Review
52 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2015, worth a combined $90.7M — up 7.5% from $84.4M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHD positions and 1 closed out — a net gain of 9 holders — while 12 added to existing stakes and 20 trimmed.
The largest buyer was Invesco, adding an estimated $6.7M. The largest seller was Mariner Investment Group, cutting an estimated $1.11M.
- 52 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2015, up from 44 in Q2 2015.
- Funds reported $90.7M of Pioneer Floating Rate Fund stock for Q3 2015, up 7.5% quarter-over-quarter.
- 10 funds opened new Pioneer Floating Rate Fund positions in Q3 2015 and 1 closed out, a net change of +9 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2015 was Invesco, an estimated $6.7M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2015 was Mariner Investment Group, an estimated $1.11M sold.
Based on aggregated 13F filings for Q3 2015.