Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
46 hedge funds and large institutions have $29.5M invested in Pioneer Floating Rate Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 8 closing their positions.
4% less capital invested
Capital invested by funds: $30.7M → $29.5M (-$1.14M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
2.08% less ownership
Funds ownership: 28.56% → 26.48% (-2.1%)
10% less funds holding
Funds holding: 51 → 46 (-5)
63% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$434K |
| 2 |
QL
Quarry LP
New York
|
+$434K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$277K |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$168K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$761K |
| 2 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$580K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$546K |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$545K |
| 5 |
SCM
Saba Capital Management
New York
|
-$472K |
PHD Hedge Fund Activity: Q3 2023 in Review
46 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2023, worth a combined $29.5M — down 3.7% from $30.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PHD and 3 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 13 added.
The largest buyer was Clough Capital Partners, adding an estimated $434K. The largest seller was Logan Stone Capital, exiting entirely with an estimated $761K sold.
- 46 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2023, down from 51 in Q2 2023.
- Funds reported $29.5M of Pioneer Floating Rate Fund stock for Q3 2023, down 3.7% quarter-over-quarter.
- 3 funds opened new Pioneer Floating Rate Fund positions in Q3 2023 and 8 closed out, a net change of -5 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2023 was Clough Capital Partners, an estimated $434K added.
- The largest Pioneer Floating Rate Fund seller in Q3 2023 was Logan Stone Capital, an estimated $761K sold.
Based on aggregated 13F filings for Q3 2023.