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 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 9 closing their positions.
3% less capital invested
Capital invested by funds: $32.1M → $31.3M (-$877K)
8% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 13
2.21% less ownership
Funds ownership: 28.31% → 26.1% (-2.2%)
13% less funds holding
Funds holding: 48 → 42 (-6)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.59M |
| 2 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$1.31M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$903K |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$537K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$345K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$1.99M |
| 2 |
WWMSC
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
|
-$1.44M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.44M |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$742K |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$601K |
PHD Hedge Fund Activity: Q1 2024 in Review
42 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2024, worth a combined $31.3M — down 2.7% from $32.1M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PHD and 5 opened new positions — a net loss of 4 holders — while 13 trimmed existing stakes and 12 added.
The largest buyer was Guggenheim Capital, adding an estimated $1.59M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $1.99M sold.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2024, down from 48 in Q4 2023.
- Funds reported $31.3M of Pioneer Floating Rate Fund stock for Q1 2024, down 2.7% quarter-over-quarter.
- 5 funds opened new Pioneer Floating Rate Fund positions in Q1 2024 and 9 closed out, a net change of -4 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2024 was Guggenheim Capital, an estimated $1.59M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2024 was Clough Capital Partners, an estimated $1.99M sold.
Based on aggregated 13F filings for Q1 2024.