Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
49 hedge funds and large institutions have $32.1M invested in Pioneer Floating Rate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.
55% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 11
1.38% more ownership
Funds ownership: 28.71% → 30.09% (+1.4%)
2% more capital invested
Capital invested by funds: $31.5M → $32.1M (+$569K)
2% less funds holding
Funds holding: 50 → 49 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$1.54M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$586K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$387K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$309K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$239K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$1.77M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$297K |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
-$266K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$170K |
| 5 |
SG
StoneX Group
New York
|
-$89.9K |
PHD Hedge Fund Activity: Q3 2022 in Review
49 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2022, worth a combined $32.1M — up 1.8% from $31.5M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PHD and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.
The largest buyer was Lake Street Private Wealth, adding an estimated $1.54M. The largest seller was Janney Montgomery Scott, cutting an estimated $1.77M.
- 49 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2022, down from 50 in Q2 2022.
- Funds reported $32.1M of Pioneer Floating Rate Fund stock for Q3 2022, up 1.8% quarter-over-quarter.
- 3 funds opened new Pioneer Floating Rate Fund positions in Q3 2022 and 4 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q3 2022 was Lake Street Private Wealth, an estimated $1.54M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2022 was Janney Montgomery Scott, an estimated $1.77M sold.
Based on aggregated 13F filings for Q3 2022.