Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
57 hedge funds and large institutions have $87M invested in Pioneer Floating Rate Fund in 2018 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.
1.83% more ownership
Funds ownership: 30.15% → 31.98% (+1.8%)
4% more capital invested
Capital invested by funds: $83.4M → $87M (+$3.63M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 60 → 57 (-3)
26% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 23
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$5.58M |
| 2 |
RVPG
Relative Value Partners Group
|
+$1.66M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$952K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$837K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$768K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$2.8M |
| 2 |
LCM
Laurion Capital Management
New York
|
-$1.37M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.01M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$638K |
| 5 |
Bessemer Group
Woodbridge,
New Jersey
|
-$636K |
PHD Hedge Fund Activity: Q3 2018 in Review
57 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2018, worth a combined $87M — up 4.4% from $83.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHD and 6 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 17 added.
The largest buyer was Amundi Asset Management US, adding an estimated $5.58M. The largest seller was Baillie Gifford & Co, cutting an estimated $2.8M.
- 57 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2018, down from 60 in Q2 2018.
- Funds reported $87M of Pioneer Floating Rate Fund stock for Q3 2018, up 4.4% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q3 2018 and 9 closed out, a net change of -3 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2018 was Amundi Asset Management US, an estimated $5.58M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2018 was Baillie Gifford & Co, an estimated $2.8M sold.
Based on aggregated 13F filings for Q3 2018.