Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
39 hedge funds and large institutions have $30.6M invested in Pioneer Floating Rate Fund in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
3% more funds holding
Funds holding: 38 → 39 (+1)
2.32% more ownership
Funds ownership: 21.31% → 23.63% (+2.3%)
0% less capital invested
Capital invested by funds: $30.6M → $30.6M (-$8K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.89M |
| 2 |
TFS
TrustCore Financial Services
Brentwood,
Tennessee
|
+$675K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$670K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$507K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$479K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$952K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$523K |
| 3 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
-$488K |
| 4 |
HF
HRT Financial
New York
|
-$233K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$230K |
PHD Hedge Fund Activity: Q1 2022 in Review
39 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2022, worth a combined $30.6M — down 0.03% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PHD positions and 6 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $2.89M. The largest seller was Wells Fargo, cutting an estimated $952K.
- 39 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2022, up from 38 in Q4 2021.
- Funds reported $30.6M of Pioneer Floating Rate Fund stock for Q1 2022, down 0.03% quarter-over-quarter.
- 8 funds opened new Pioneer Floating Rate Fund positions in Q1 2022 and 6 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2022 was Janney Montgomery Scott, an estimated $2.89M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2022 was Wells Fargo, an estimated $952K sold.
Based on aggregated 13F filings for Q1 2022.