Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
48 hedge funds and large institutions have $96.7M invested in Pioneer Floating Rate Fund in 2017 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
4% less capital invested
Capital invested by funds: $100M → $96.7M (-$3.53M)
2.14% less ownership
Funds ownership: 34.12% → 31.98% (-2.1%)
13% less funds holding
Funds holding: 55 → 48 (-7)
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$6.39M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.46M |
| 3 |
WIA
Westbourne Investment Advisors
Annapolis,
Maryland
|
+$693K |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$388K |
| 5 |
CS
Comerica Securities
Detroit,
Michigan
|
+$309K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.85M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.8M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.71M |
| 4 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$1.64M |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$1.52M |
PHD Hedge Fund Activity: Q1 2017 in Review
48 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2017, worth a combined $96.7M — down 3.5% from $100M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHD and 4 opened new positions — a net loss of 5 holders — while 17 trimmed existing stakes and 17 added.
The largest buyer was Invesco, adding an estimated $6.39M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.
- 48 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2017, down from 55 in Q4 2016.
- Funds reported $96.7M of Pioneer Floating Rate Fund stock for Q1 2017, down 3.5% quarter-over-quarter.
- 4 funds opened new Pioneer Floating Rate Fund positions in Q1 2017 and 9 closed out, a net change of -5 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2017 was Invesco, an estimated $6.39M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2017 was Morgan Stanley, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2017.