Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
60 hedge funds and large institutions have $83.4M invested in Pioneer Floating Rate Fund in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
15% more funds holding
Funds holding: 52 → 60 (+8)
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
0.29% more ownership
Funds ownership: 29.86% → 30.15% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $86.1M → $83.4M (-$2.75M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$1.71M |
| 2 |
LCM
Laurion Capital Management
New York
|
+$1.4M |
| 3 |
RVPG
Relative Value Partners Group
|
+$960K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$776K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$4.96M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.55M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$487K |
| 4 |
Morgan Stanley
New York
|
-$432K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$381K |
PHD Hedge Fund Activity: Q2 2018 in Review
60 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2018, worth a combined $83.4M — down 3.2% from $86.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHD positions and 4 closed out — a net gain of 8 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $1.71M. The largest seller was Baillie Gifford & Co, cutting an estimated $4.96M.
- 60 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2018, up from 52 in Q1 2018.
- Funds reported $83.4M of Pioneer Floating Rate Fund stock for Q2 2018, down 3.2% quarter-over-quarter.
- 12 funds opened new Pioneer Floating Rate Fund positions in Q2 2018 and 4 closed out, a net change of +8 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2018 was Amundi Asset Management US, an estimated $1.71M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2018 was Baillie Gifford & Co, an estimated $4.96M sold.
Based on aggregated 13F filings for Q2 2018.