Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
56 hedge funds and large institutions have $100M invested in Pioneer Floating Rate Fund in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 10 closing their positions.
6% more capital invested
Capital invested by funds: $94.6M → $100M (+$5.45M)
2.61% more ownership
Funds ownership: 38.58% → 41.19% (+2.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 58 → 56 (-2)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
20% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$6.07M |
| 2 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$3.33M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$745K |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$685K |
| 5 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$385K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.49M |
| 2 |
WS
Wela Strategies
Atlanta,
Georgia
|
-$824K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$694K |
| 4 |
ZA
Zazove Associates
Incline Village,
Nevada
|
-$502K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$409K |
PHD Hedge Fund Activity: Q3 2019 in Review
56 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2019, worth a combined $100M — up 5.8% from $94.6M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHD and 8 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 16 added.
The largest buyer was Saba Capital Management, adding an estimated $6.07M. The largest seller was Clear Creek Financial Management, exiting entirely with an estimated $1.49M sold.
- 56 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2019, down from 58 in Q2 2019.
- Funds reported $100M of Pioneer Floating Rate Fund stock for Q3 2019, up 5.8% quarter-over-quarter.
- 8 funds opened new Pioneer Floating Rate Fund positions in Q3 2019 and 10 closed out, a net change of -2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2019 was Saba Capital Management, an estimated $6.07M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2019 was Clear Creek Financial Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q3 2019.