Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
51 hedge funds and large institutions have $30.7M invested in Pioneer Floating Rate Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 19 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $29M → $30.7M (+$1.72M)
4% more funds holding
Funds holding: 49 → 51 (+2)
1.66% more ownership
Funds ownership: 26.9% → 28.56% (+1.7%)
42% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$752K |
| 2 |
SCM
Saba Capital Management
New York
|
+$702K |
| 3 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
+$491K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$479K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$435K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.15M |
| 2 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$622K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$230K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$97K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
-$87K |
PHD Hedge Fund Activity: Q2 2023 in Review
51 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2023, worth a combined $30.7M — up 5.9% from $29M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHD positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 19 trimmed.
The largest buyer was Logan Stone Capital, opening a new position worth an estimated $752K. The largest seller was Guggenheim Capital, cutting an estimated $1.15M.
- 51 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2023, up from 49 in Q1 2023.
- Funds reported $30.7M of Pioneer Floating Rate Fund stock for Q2 2023, up 5.9% quarter-over-quarter.
- 5 funds opened new Pioneer Floating Rate Fund positions in Q2 2023 and 3 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2023 was Logan Stone Capital, an estimated $752K added.
- The largest Pioneer Floating Rate Fund seller in Q2 2023 was Guggenheim Capital, an estimated $1.15M sold.
Based on aggregated 13F filings for Q2 2023.