Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
52 hedge funds and large institutions have $103M invested in Pioneer Floating Rate Fund in 2016 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 12 closing their positions.
4% less capital invested
Capital invested by funds: $107M → $103M (-$4.23M)
1.51% less ownership
Funds ownership: 38.44% → 36.93% (-1.5%)
12% less funds holding
Funds holding: 59 → 52 (-7)
22% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 18
50% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 12
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Comerica Securities
Detroit,
Michigan
|
+$1.14M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$847K |
| 3 |
RVPG
Relative Value Partners Group
|
+$840K |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$830K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$778K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$960K |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$906K |
| 3 |
TAM
Trust Asset Management
Houston,
Texas
|
-$844K |
| 4 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$750K |
| 5 |
LPL Financial
San Diego,
California
|
-$715K |
PHD Hedge Fund Activity: Q2 2016 in Review
52 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2016, worth a combined $103M — down 3.9% from $107M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of PHD and 6 opened new positions — a net loss of 6 holders — while 18 trimmed existing stakes and 14 added.
The largest buyer was Comerica Securities, opening a new position worth an estimated $1.14M. The largest seller was Capital Investment Advisors, cutting an estimated $960K.
- 52 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2016, down from 59 in Q1 2016.
- Funds reported $103M of Pioneer Floating Rate Fund stock for Q2 2016, down 3.9% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q2 2016 and 12 closed out, a net change of -6 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2016 was Comerica Securities, an estimated $1.14M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2016 was Capital Investment Advisors, an estimated $960K sold.
Based on aggregated 13F filings for Q2 2016.