Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $37.6M invested in Pioneer Floating Rate Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $31.3M → $37.6M (+$6.32M)
5.34% more ownership
Funds ownership: 26.1% → 31.44% (+5.3%)
0% more funds holding
Funds holding: 42 → 42 (0)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RVPG
Relative Value Partners Group
|
+$6.46M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.3M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$854K |
| 4 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$654K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
-$1.22M |
| 2 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$547K |
| 3 |
QL
Quarry LP
New York
|
-$487K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$456K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$218K |
PHD Hedge Fund Activity: Q2 2024 in Review
42 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2024, worth a combined $37.6M — up 20% from $31.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PHD positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Relative Value Partners Group, opening a new position worth an estimated $6.46M. The largest seller was Absolute Investment Advisers, cutting an estimated $1.22M.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $37.6M of Pioneer Floating Rate Fund stock for Q2 2024, up 20% quarter-over-quarter.
- 5 funds opened new Pioneer Floating Rate Fund positions in Q2 2024 and 4 closed out, a net change of +1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q2 2024 was Relative Value Partners Group, an estimated $6.46M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2024 was Absolute Investment Advisers, an estimated $1.22M sold.
Based on aggregated 13F filings for Q2 2024.