Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
51 hedge funds and large institutions have $38.2M invested in Pioneer Floating Rate Fund in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 24 reducing their positions, and 11 closing their positions.
18% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 11
4% more funds holding
Funds holding: 49 → 51 (+2)
37.29% less ownership
Funds ownership: 52.43% → 15.14% (-37%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
71% less capital invested
Capital invested by funds: $131M → $38.2M (-$92.8M)
88% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.37M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
+$1.09M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$861K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$190K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$171K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$55.7M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$15M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.96M |
| 4 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$5.09M |
| 5 |
RVPG
Relative Value Partners Group
|
-$4.71M |
PHD Hedge Fund Activity: Q4 2020 in Review
51 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2020, worth a combined $38.2M — down 71% from $131M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PHD positions and 11 closed out — a net gain of 2 holders — while 3 added to existing stakes and 24 trimmed.
The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $1.37M. The largest seller was Saba Capital Management, cutting an estimated $55.7M.
- 51 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $38.2M of Pioneer Floating Rate Fund stock for Q4 2020, down 71% quarter-over-quarter.
- 13 funds opened new Pioneer Floating Rate Fund positions in Q4 2020 and 11 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2020 was Clear Creek Financial Management, an estimated $1.37M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2020 was Saba Capital Management, an estimated $55.7M sold.
Based on aggregated 13F filings for Q4 2020.