Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
53 hedge funds and large institutions have $95.8M invested in Pioneer Floating Rate Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
10% more funds holding
Funds holding: 48 → 53 (+5)
0.55% more ownership
Funds ownership: 31.98% → 32.53% (+0.55%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $96.7M → $95.8M (-$927K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.71M |
| 2 |
RVPG
Relative Value Partners Group
|
+$3.48M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.36M |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$1.24M |
| 5 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$4.76M |
| 2 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
-$4M |
| 3 |
YMRC
Yorktown Management & Research Company
Forest,
Virginia
|
-$2.07M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.69M |
| 5 |
LPL Financial
San Diego,
California
|
-$938K |
PHD Hedge Fund Activity: Q2 2017 in Review
53 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2017, worth a combined $95.8M — down 0.96% from $96.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHD positions and 5 closed out — a net gain of 5 holders — while 20 added to existing stakes and 13 trimmed.
The largest buyer was Invesco, adding an estimated $4.71M. The largest seller was Gradient Investments, cutting an estimated $4.76M.
- 53 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2017, up from 48 in Q1 2017.
- Funds reported $95.8M of Pioneer Floating Rate Fund stock for Q2 2017, down 0.96% quarter-over-quarter.
- 10 funds opened new Pioneer Floating Rate Fund positions in Q2 2017 and 5 closed out, a net change of +5 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2017 was Invesco, an estimated $4.71M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2017 was Gradient Investments, an estimated $4.76M sold.
Based on aggregated 13F filings for Q2 2017.