Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
58 hedge funds and large institutions have $98.6M invested in Pioneer Floating Rate Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 9 closing their positions.
13% more capital invested
Capital invested by funds: $87.5M → $98.6M (+$11.1M)
2.37% more ownership
Funds ownership: 35.56% → 37.93% (+2.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 60 → 58 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$10.6M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.41M |
| 3 |
PCM
PenderFund Capital Management
Vancouver,
British Columbia, Canada
|
+$1.04M |
| 4 |
WS
Wela Strategies
Atlanta,
Georgia
|
+$809K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$774K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.58M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$1.47M |
| 3 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$1.35M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$1.15M |
| 5 |
Morgan Stanley
New York
|
-$716K |
PHD Hedge Fund Activity: Q1 2019 in Review
58 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2019, worth a combined $98.6M — up 13% from $87.5M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHD and 8 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 17 added.
The largest buyer was Saba Capital Management, adding an estimated $10.6M. The largest seller was Shaker Financial Services, cutting an estimated $1.58M.
- 58 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2019, down from 60 in Q4 2018.
- Funds reported $98.6M of Pioneer Floating Rate Fund stock for Q1 2019, up 13% quarter-over-quarter.
- 8 funds opened new Pioneer Floating Rate Fund positions in Q1 2019 and 9 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q1 2019 was Saba Capital Management, an estimated $10.6M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2019 was Shaker Financial Services, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2019.