Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
54 hedge funds and large institutions have $86.4M invested in Pioneer Floating Rate Fund in 2017 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 7 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 52 → 54 (+2)
0.85% less ownership
Funds ownership: 31.29% → 30.44% (-0.85%)
7% less capital invested
Capital invested by funds: $92.6M → $86.4M (-$6.21M)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$1.68M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.41M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.3M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$12.4M |
| 2 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$926K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$896K |
| 4 |
Bessemer Group
Woodbridge,
New Jersey
|
-$645K |
| 5 |
WOC
West Oak Capital
Westlake Village,
California
|
-$554K |
PHD Hedge Fund Activity: Q4 2017 in Review
54 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2017, worth a combined $86.4M — down 6.7% from $92.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PHD positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 19 trimmed.
The largest buyer was City of London Investment Management, adding an estimated $1.68M. The largest seller was Invesco, cutting an estimated $12.4M.
- 54 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2017, up from 52 in Q3 2017.
- Funds reported $86.4M of Pioneer Floating Rate Fund stock for Q4 2017, down 6.7% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q4 2017 and 7 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2017 was City of London Investment Management, an estimated $1.68M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2017 was Invesco, an estimated $12.4M sold.
Based on aggregated 13F filings for Q4 2017.