Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
58 hedge funds and large institutions have $124M invested in Pioneer Floating Rate Fund in 2019 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
15% more capital invested
Capital invested by funds: $108M → $124M (+$16.6M)
4.52% more ownership
Funds ownership: 41.19% → 45.7% (+4.5%)
4% more funds holding
Funds holding: 56 → 58 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
+$4.47M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.17M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.59M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$995K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.92M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.29M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.23M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$967K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$273K |
PHD Hedge Fund Activity: Q4 2019 in Review
58 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2019, worth a combined $124M — up 15% from $108M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new PHD positions and 7 closed out — a net gain of 2 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Saba Capital Management, adding an estimated $4.47M. The largest seller was Royal Bank of Canada, cutting an estimated $1.92M.
- 58 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2019, up from 56 in Q3 2019.
- Funds reported $124M of Pioneer Floating Rate Fund stock for Q4 2019, up 15% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q4 2019 and 7 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2019 was Saba Capital Management, an estimated $4.47M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2019 was Royal Bank of Canada, an estimated $1.92M sold.
Based on aggregated 13F filings for Q4 2019.