Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
51 hedge funds and large institutions have $117M invested in Pioneer Floating Rate Fund in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 12 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 12
14% more capital invested
Capital invested by funds: $103M → $117M (+$14.1M)
2.97% more ownership
Funds ownership: 36.93% → 39.9% (+3%)
2% less funds holding
Funds holding: 52 → 51 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$5.22M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$893K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$717K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$661K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.98M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$661K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$474K |
| 4 |
HK
Horizon Kinetics
New York
|
-$237K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$197K |
PHD Hedge Fund Activity: Q3 2016 in Review
51 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2016, worth a combined $117M — up 14% from $103M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PHD and 3 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 16 added.
The largest buyer was Camarda Financial Advisors, adding an estimated $5.22M. The largest seller was Morgan Stanley, cutting an estimated $1.98M.
- 51 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2016, down from 52 in Q2 2016.
- Funds reported $117M of Pioneer Floating Rate Fund stock for Q3 2016, up 14% quarter-over-quarter.
- 3 funds opened new Pioneer Floating Rate Fund positions in Q3 2016 and 4 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q3 2016 was Camarda Financial Advisors, an estimated $5.22M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2016 was Morgan Stanley, an estimated $1.98M sold.
Based on aggregated 13F filings for Q3 2016.