Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
38 hedge funds and large institutions have $30.6M invested in Pioneer Floating Rate Fund in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
7.42% more ownership
Funds ownership: 13.89% → 21.31% (+7.4%)
3% more funds holding
Funds holding: 37 → 38 (+1)
23% less capital invested
Capital invested by funds: $39.5M → $30.6M (-$8.94M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$706K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$543K |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$243K |
| 4 |
HF
HRT Financial
New York
|
+$238K |
| 5 |
Jane Street
New York
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ISSM
Invesco Senior Secured Management
New York
|
-$7.17M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.86M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.03M |
| 4 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
-$718K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$613K |
PHD Hedge Fund Activity: Q4 2021 in Review
38 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2021, worth a combined $30.6M — down 23% from $39.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHD positions and 5 closed out — a net gain of 3 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $706K. The largest seller was Invesco Senior Secured Management, cutting an estimated $7.17M.
- 38 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2021, up from 37 in Q3 2021.
- Funds reported $30.6M of Pioneer Floating Rate Fund stock for Q4 2021, down 23% quarter-over-quarter.
- 8 funds opened new Pioneer Floating Rate Fund positions in Q4 2021 and 5 closed out, a net change of +3 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2021 was Janney Montgomery Scott, an estimated $706K added.
- The largest Pioneer Floating Rate Fund seller in Q4 2021 was Invesco Senior Secured Management, an estimated $7.17M sold.
Based on aggregated 13F filings for Q4 2021.