Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
39 hedge funds and large institutions have $37.5M invested in Pioneer Floating Rate Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 7 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
0.66% less ownership
Funds ownership: 13.35% → 12.69% (-0.66%)
1% less capital invested
Capital invested by funds: $37.9M → $37.5M (-$397K)
7% less funds holding
Funds holding: 42 → 39 (-3)
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$1.58M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.03M |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$472K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$440K |
| 5 |
Morgan Stanley
New York
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIA
Capital Investment Advisors
Atlanta,
Georgia
|
-$4.89M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$448K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$385K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$365K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$140K |
PHD Hedge Fund Activity: Q2 2021 in Review
39 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2021, worth a combined $37.5M — down 1% from $37.9M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of PHD and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 12 added.
The largest buyer was Clear Creek Financial Management, opening a new position worth an estimated $1.58M. The largest seller was Capital Investment Advisors, cutting an estimated $4.89M.
- 39 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2021, down from 42 in Q1 2021.
- Funds reported $37.5M of Pioneer Floating Rate Fund stock for Q2 2021, down 1% quarter-over-quarter.
- 4 funds opened new Pioneer Floating Rate Fund positions in Q2 2021 and 7 closed out, a net change of -3 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2021 was Clear Creek Financial Management, an estimated $1.58M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2021 was Capital Investment Advisors, an estimated $4.89M sold.
Based on aggregated 13F filings for Q2 2021.