Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
59 hedge funds and large institutions have $107M invested in Pioneer Floating Rate Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 22 reducing their positions, and 10 closing their positions.
11% more capital invested
Capital invested by funds: $96.7M → $107M (+$10.5M)
2.29% more ownership
Funds ownership: 36.15% → 38.44% (+2.3%)
5% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 22
8% less funds holding
Funds holding: 64 → 59 (-5)
40% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$7.71M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.59M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
+$861K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$654K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$594K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Trust Asset Management
Houston,
Texas
|
-$1.92M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$890K |
| 3 |
USGIU
U.S. Global Investors (USGI)
San Antonio,
Texas
|
-$844K |
| 4 |
RCM
Robinson Capital Management
Grosse Pointe Farms,
Michigan
|
-$523K |
| 5 |
Squarepoint
New York
|
-$430K |
PHD Hedge Fund Activity: Q1 2016 in Review
59 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2016, worth a combined $107M — up 11% from $96.7M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHD and 6 opened new positions — a net loss of 4 holders — while 22 trimmed existing stakes and 21 added.
The largest buyer was Invesco, adding an estimated $7.71M. The largest seller was Trust Asset Management, cutting an estimated $1.92M.
- 59 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2016, down from 64 in Q4 2015.
- Funds reported $107M of Pioneer Floating Rate Fund stock for Q1 2016, up 11% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q1 2016 and 10 closed out, a net change of -4 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2016 was Invesco, an estimated $7.71M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2016 was Trust Asset Management, an estimated $1.92M sold.
Based on aggregated 13F filings for Q1 2016.