Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
60 hedge funds and large institutions have $88.4M invested in Pioneer Floating Rate Fund in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
3% more funds holding
Funds holding: 58 → 60 (+2)
0.81% more ownership
Funds ownership: 45.7% → 46.52% (+0.81%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
29% less capital invested
Capital invested by funds: $124M → $88.4M (-$35.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$4.12M |
| 2 |
Morgan Stanley
New York
|
+$1.83M |
| 3 |
SCM
Saba Capital Management
New York
|
+$1.34M |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
+$836K |
| 5 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$2.73M |
| 2 |
QGA
Q Global Advisors
Fort Worth,
Texas
|
-$911K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
-$842K |
| 4 |
Citigroup
New York
|
-$437K |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$355K |
PHD Hedge Fund Activity: Q1 2020 in Review
60 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2020, worth a combined $88.4M — down 29% from $124M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PHD positions and 7 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $4.12M. The largest seller was Lake Street Private Wealth, cutting an estimated $2.73M.
- 60 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2020, up from 58 in Q4 2019.
- Funds reported $88.4M of Pioneer Floating Rate Fund stock for Q1 2020, down 29% quarter-over-quarter.
- 12 funds opened new Pioneer Floating Rate Fund positions in Q1 2020 and 7 closed out, a net change of +5 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2020 was Rivernorth Capital Management, an estimated $4.12M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2020 was Lake Street Private Wealth, an estimated $2.73M sold.
Based on aggregated 13F filings for Q1 2020.