Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
50 hedge funds and large institutions have $31.5M invested in Pioneer Floating Rate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
220% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 5
28% more funds holding
Funds holding: 39 → 50 (+11)
5.08% more ownership
Funds ownership: 23.63% → 28.71% (+5.1%)
3% more capital invested
Capital invested by funds: $30.6M → $31.5M (+$935K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.68M |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.37M |
| 3 |
MC
Matisse Capital
Portland,
Oregon
|
+$967K |
| 4 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
+$876K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$784K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$2.36M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$935K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$555K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$268K |
| 5 |
RTS
Round Table Services
Westfield,
New Jersey
|
-$182K |
PHD Hedge Fund Activity: Q2 2022 in Review
50 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2022, worth a combined $31.5M — up 3.1% from $30.6M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PHD positions and 4 closed out — a net gain of 11 holders — while 16 added to existing stakes and 5 trimmed.
The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $1.68M. The largest seller was Lake Street Private Wealth, cutting an estimated $2.36M.
- 50 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2022, up from 39 in Q1 2022.
- Funds reported $31.5M of Pioneer Floating Rate Fund stock for Q2 2022, up 3.1% quarter-over-quarter.
- 15 funds opened new Pioneer Floating Rate Fund positions in Q2 2022 and 4 closed out, a net change of +11 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2022 was 1607 Capital Partners, an estimated $1.68M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2022 was Lake Street Private Wealth, an estimated $2.36M sold.
Based on aggregated 13F filings for Q2 2022.