PHD

Pioneer Floating Rate Fund
PHD

Delisted

PHD was delisted on the 10th of October, 2025.

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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.

New
Increased
Maintained
Reduced
Closed

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%)

7% less funds holding

Funds holding: 42 → 39 (-3)

29% less capital inflows, than outflows

Capital inflows: $4.58M | Capital outflows: $6.46M

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCFM
Clear Creek Financial Management
Washington
+$1.58M
2
GC
Guggenheim Capital
Illinois
+$1.03M
3
LSPW
Lake Street Private Wealth
Illinois
+$472K
4
Invesco
Invesco
Georgia
+$440K
5
Morgan Stanley
Morgan Stanley
New York
+$374K

Top Sellers

Rank Fund Capital Flow
1
CIA
Capital Investment Advisors
Georgia
-$4.89M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$448K
3
LCM
Landscape Capital Management
New Jersey
-$385K
4
SFS
Shaker Financial Services
Virginia
-$365K
5
Citadel Advisors
Citadel Advisors
Florida
-$140K

PHD Hedge Fund Activity: Q2 2021 in Review

39 of the 5,769 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.