Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $37.9M invested in Pioneer Floating Rate Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 17 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
1% less capital invested
Capital invested by funds: $38.2M → $37.9M (-$366K)
1.79% less ownership
Funds ownership: 15.14% → 13.35% (-1.8%)
18% less funds holding
Funds holding: 51 → 42 (-9)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
+$4.13M |
| 2 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$2.2M |
| 3 |
Morgan Stanley
New York
|
+$1.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$766K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$714K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Saba Capital Management
New York
|
-$7.84M |
| 2 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$1.35M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.28M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
-$1.08M |
| 5 |
RVPG
Relative Value Partners Group
|
-$698K |
PHD Hedge Fund Activity: Q1 2021 in Review
42 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2021, worth a combined $37.9M — down 0.96% from $38.2M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of PHD and 9 opened new positions — a net loss of 8 holders — while 6 trimmed existing stakes and 16 added.
The largest buyer was Capital Investment Advisors, adding an estimated $4.13M. The largest seller was Saba Capital Management, exiting entirely with an estimated $7.84M sold.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2021, down from 51 in Q4 2020.
- Funds reported $37.9M of Pioneer Floating Rate Fund stock for Q1 2021, down 0.96% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q1 2021 and 17 closed out, a net change of -8 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2021 was Capital Investment Advisors, an estimated $4.13M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2021 was Saba Capital Management, an estimated $7.84M sold.
Based on aggregated 13F filings for Q1 2021.