Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
60 hedge funds and large institutions have $87.5M invested in Pioneer Floating Rate Fund in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 17 increasing their positions, 17 reducing their positions, and 14 closing their positions.
29% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 14
5% more funds holding
Funds holding: 57 → 60 (+3)
3.58% more ownership
Funds ownership: 31.98% → 35.56% (+3.6%)
1% more capital invested
Capital invested by funds: $87M → $87.5M (+$494K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$3.64M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$3.07M |
| 3 |
RVPG
Relative Value Partners Group
|
+$2.55M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$2.2M |
| 5 |
SCM
Saba Capital Management
New York
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$4.79M |
| 2 |
CS
Comerica Securities
Detroit,
Michigan
|
-$2.53M |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.16M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$758K |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$640K |
PHD Hedge Fund Activity: Q4 2018 in Review
60 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2018, worth a combined $87.5M — up 0.57% from $87M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PHD positions and 14 closed out — a net gain of 4 holders — while 17 added to existing stakes and 17 trimmed.
The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $3.64M. The largest seller was Bessemer Group, exiting entirely with an estimated $4.79M sold.
- 60 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2018, up from 57 in Q3 2018.
- Funds reported $87.5M of Pioneer Floating Rate Fund stock for Q4 2018, up 0.57% quarter-over-quarter.
- 18 funds opened new Pioneer Floating Rate Fund positions in Q4 2018 and 14 closed out, a net change of +4 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2018 was Rivernorth Capital Management, an estimated $3.64M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2018 was Bessemer Group, an estimated $4.79M sold.
Based on aggregated 13F filings for Q4 2018.