Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
64 hedge funds and large institutions have $96.7M invested in Pioneer Floating Rate Fund in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
23% more funds holding
Funds holding: 52 → 64 (+12)
7% more capital invested
Capital invested by funds: $90.7M → $96.7M (+$5.94M)
3.94% more ownership
Funds ownership: 32.21% → 36.15% (+3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$2.39M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.77M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$931K |
| 4 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
+$867K |
| 5 |
SG Americas Securities
New York
|
+$615K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$5.95M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$719K |
| 3 |
Morgan Stanley
New York
|
-$427K |
| 4 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$275K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$239K |
PHD Hedge Fund Activity: Q4 2015 in Review
64 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2015, worth a combined $96.7M — up 6.6% from $90.7M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PHD positions and 7 closed out — a net gain of 12 holders — while 21 added to existing stakes and 17 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $2.39M. The largest seller was Invesco, cutting an estimated $5.95M.
- 64 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2015, up from 52 in Q3 2015.
- Funds reported $96.7M of Pioneer Floating Rate Fund stock for Q4 2015, up 6.6% quarter-over-quarter.
- 19 funds opened new Pioneer Floating Rate Fund positions in Q4 2015 and 7 closed out, a net change of +12 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2015 was Relative Value Partners Group, an estimated $2.39M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2015 was Invesco, an estimated $5.95M sold.
Based on aggregated 13F filings for Q4 2015.