Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
49 hedge funds and large institutions have $29M invested in Pioneer Floating Rate Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
17% more funds holding
Funds holding: 42 → 49 (+7)
1.92% less ownership
Funds ownership: 28.82% → 26.9% (-1.9%)
7% less capital invested
Capital invested by funds: $31.3M → $29M (-$2.31M)
36% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$1M |
| 2 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$915K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$122K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$112K |
| 5 |
Walleye Capital
New York
|
+$99.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.04M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$795K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$510K |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$508K |
| 5 |
Morgan Stanley
New York
|
-$473K |
PHD Hedge Fund Activity: Q1 2023 in Review
49 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2023, worth a combined $29M — down 7.4% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PHD positions and 2 closed out — a net gain of 8 holders — while 9 added to existing stakes and 14 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $1M. The largest seller was 1607 Capital Partners, cutting an estimated $1.04M.
- 49 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2023, up from 42 in Q4 2022.
- Funds reported $29M of Pioneer Floating Rate Fund stock for Q1 2023, down 7.4% quarter-over-quarter.
- 10 funds opened new Pioneer Floating Rate Fund positions in Q1 2023 and 2 closed out, a net change of +8 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2023 was CAPTRUST Financial Advisors, an estimated $1M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2023 was 1607 Capital Partners, an estimated $1.04M sold.
Based on aggregated 13F filings for Q1 2023.