Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
52 hedge funds and large institutions have $92.6M invested in Pioneer Floating Rate Fund in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 22 reducing their positions, and 6 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $95.8M → $92.6M (-$3.18M)
1.24% less ownership
Funds ownership: 32.53% → 31.29% (-1.2%)
2% less funds holding
Funds holding: 53 → 52 (-1)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
45% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.12M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$756K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$478K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$291K |
| 5 |
WOC
West Oak Capital
Westlake Village,
California
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.07M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$707K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$706K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$698K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$602K |
PHD Hedge Fund Activity: Q3 2017 in Review
52 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2017, worth a combined $92.6M — down 3.3% from $95.8M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHD and 5 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 12 added.
The largest buyer was Morgan Stanley, adding an estimated $1.12M. The largest seller was Advisors Asset Management, cutting an estimated $1.07M.
- 52 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2017, down from 53 in Q2 2017.
- Funds reported $92.6M of Pioneer Floating Rate Fund stock for Q3 2017, down 3.3% quarter-over-quarter.
- 5 funds opened new Pioneer Floating Rate Fund positions in Q3 2017 and 6 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q3 2017 was Morgan Stanley, an estimated $1.12M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2017 was Advisors Asset Management, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2017.