Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $31.3M invested in Pioneer Floating Rate Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
3% less capital invested
Capital invested by funds: $32.1M → $31.3M (-$824K)
1.27% less ownership
Funds ownership: 30.09% → 28.82% (-1.3%)
14% less funds holding
Funds holding: 49 → 42 (-7)
70% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$1.09M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.03M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$712K |
| 4 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$709K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$1.44M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.27M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$845K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$555K |
| 5 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$501K |
PHD Hedge Fund Activity: Q4 2022 in Review
42 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2022, worth a combined $31.3M — down 2.6% from $32.1M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHD and 3 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Lake Street Private Wealth, adding an estimated $1.09M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $1.44M sold.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2022, down from 49 in Q3 2022.
- Funds reported $31.3M of Pioneer Floating Rate Fund stock for Q4 2022, down 2.6% quarter-over-quarter.
- 3 funds opened new Pioneer Floating Rate Fund positions in Q4 2022 and 10 closed out, a net change of -7 holders.
- The largest Pioneer Floating Rate Fund buyer in Q4 2022 was Lake Street Private Wealth, an estimated $1.09M added.
- The largest Pioneer Floating Rate Fund seller in Q4 2022 was Wolverine Asset Management, an estimated $1.44M sold.
Based on aggregated 13F filings for Q4 2022.