Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
52 hedge funds and large institutions have $86.1M invested in Pioneer Floating Rate Fund in 2018 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 8 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
0% less capital invested
Capital invested by funds: $86.4M → $86.1M (-$250K)
0.58% less ownership
Funds ownership: 30.44% → 29.86% (-0.58%)
4% less funds holding
Funds holding: 54 → 52 (-2)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$2.86M |
| 2 |
RVPG
Relative Value Partners Group
|
+$2.62M |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$991K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$638K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$539K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$5.56M |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$2.14M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$808K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$721K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$335K |
PHD Hedge Fund Activity: Q1 2018 in Review
52 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2018, worth a combined $86.1M — down 0.29% from $86.4M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PHD and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 17 added.
The largest buyer was Capital Investment Advisors, adding an estimated $2.86M. The largest seller was Camarda Financial Advisors, exiting entirely with an estimated $5.56M sold.
- 52 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2018, down from 54 in Q4 2017.
- Funds reported $86.1M of Pioneer Floating Rate Fund stock for Q1 2018, down 0.29% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q1 2018 and 8 closed out, a net change of -2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2018 was Capital Investment Advisors, an estimated $2.86M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2018 was Camarda Financial Advisors, an estimated $5.56M sold.
Based on aggregated 13F filings for Q1 2018.