Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
40 hedge funds and large institutions have $31.1M invested in Pioneer Floating Rate Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
3% more funds holding
Funds holding: 39 → 40 (+1)
0.01% more ownership
Funds ownership: 25.94% → 25.95% (+0.01%)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
2% less capital invested
Capital invested by funds: $31.8M → $31.1M (-$694K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$532K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$254K |
| 3 |
VEA
Virtus ETF Advisers
New York
|
+$142K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$124K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$455K |
| 2 |
Morgan Stanley
New York
|
-$345K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$298K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$245K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$44.2K |
PHD Hedge Fund Activity: Q4 2024 in Review
40 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q4 2024, worth a combined $31.1M — down 2.2% from $31.8M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PHD positions and 2 closed out — a net gain of 1 holder — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Pathstone Holdings, adding an estimated $532K. The largest seller was Lake Street Private Wealth, cutting an estimated $455K.
- 40 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q4 2024, up from 39 in Q3 2024.
- Funds reported $31.1M of Pioneer Floating Rate Fund stock for Q4 2024, down 2.2% quarter-over-quarter.
- 3 funds opened new Pioneer Floating Rate Fund positions in Q4 2024 and 2 closed out, a net change of +1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q4 2024 was Pathstone Holdings, an estimated $532K added.
- The largest Pioneer Floating Rate Fund seller in Q4 2024 was Lake Street Private Wealth, an estimated $455K sold.
Based on aggregated 13F filings for Q4 2024.