Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
39 hedge funds and large institutions have $31.8M invested in Pioneer Floating Rate Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 18 reducing their positions, and 6 closing their positions.
5.5% less ownership
Funds ownership: 31.44% → 25.94% (-5.5%)
7% less funds holding
Funds holding: 42 → 39 (-3)
15% less capital invested
Capital invested by funds: $37.6M → $31.8M (-$5.81M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
61% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$584K |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$506K |
| 3 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
+$372K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$132K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$122K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$264K |
| 2 |
Morgan Stanley
New York
|
-$261K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$260K |
| 4 |
RP
Riverbridge Partners
Minneapolis,
Minnesota
|
-$259K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
-$193K |
PHD Hedge Fund Activity: Q3 2024 in Review
39 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2024, worth a combined $31.8M — down 15% from $37.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PHD and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 7 added.
The largest buyer was Invesco, adding an estimated $584K. The largest seller was Bank of America, cutting an estimated $264K.
- 39 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2024, down from 42 in Q2 2024.
- Funds reported $31.8M of Pioneer Floating Rate Fund stock for Q3 2024, down 15% quarter-over-quarter.
- 4 funds opened new Pioneer Floating Rate Fund positions in Q3 2024 and 6 closed out, a net change of -2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q3 2024 was Invesco, an estimated $584K added.
- The largest Pioneer Floating Rate Fund seller in Q3 2024 was Bank of America, an estimated $264K sold.
Based on aggregated 13F filings for Q3 2024.