Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
55 hedge funds and large institutions have $100M invested in Pioneer Floating Rate Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
8% more funds holding
Funds holding: 51 → 55 (+4)
5.78% less ownership
Funds ownership: 39.9% → 34.12% (-5.8%)
14% less capital invested
Capital invested by funds: $117M → $100M (-$16.8M)
41% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 22
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.49M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.19M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$855K |
| 4 |
RVPG
Relative Value Partners Group
|
+$644K |
| 5 |
ZA
Zazove Associates
Incline Village,
Nevada
|
+$561K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$7.33M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$3.95M |
| 3 |
Morgan Stanley
New York
|
-$2.24M |
| 4 |
MIG
Mariner Investment Group
Harrison,
New York
|
-$2.21M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.36M |
PHD Hedge Fund Activity: Q4 2016 in Review
55 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2016, worth a combined $100M — down 14% from $117M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHD positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 22 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.49M. The largest seller was Invesco, cutting an estimated $7.33M.
- 55 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2016, up from 51 in Q3 2016.
- Funds reported $100M of Pioneer Floating Rate Fund stock for Q4 2016, down 14% quarter-over-quarter.
- 8 funds opened new Pioneer Floating Rate Fund positions in Q4 2016 and 3 closed out, a net change of +5 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2016 was Wells Fargo, an estimated $1.49M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2016 was Invesco, an estimated $7.33M sold.
Based on aggregated 13F filings for Q4 2016.