Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
42 hedge funds and large institutions have $35.1M invested in Pioneer Floating Rate Fund in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 4 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
13% more capital invested
Capital invested by funds: $31.1M → $35.1M (+$4.01M)
5% more funds holding
Funds holding: 40 → 42 (+2)
4.02% more ownership
Funds ownership: 25.95% → 29.96% (+4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.26M |
| 2 |
EFG
Ethos Financial Group
King Of Prussia,
Pennsylvania
|
+$2.07M |
| 3 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
+$1.08M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$369K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$258K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$826K |
| 2 |
VEA
Virtus ETF Advisers
New York
|
-$820K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$108K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$101K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$31K |
PHD Hedge Fund Activity: Q1 2025 in Review
42 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q1 2025, worth a combined $35.1M — up 13% from $31.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PHD positions and 4 closed out — a net gain of 2 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Pathstone Holdings, adding an estimated $2.26M. The largest seller was Guggenheim Capital, cutting an estimated $826K.
- 42 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q1 2025, up from 40 in Q4 2024.
- Funds reported $35.1M of Pioneer Floating Rate Fund stock for Q1 2025, up 13% quarter-over-quarter.
- 6 funds opened new Pioneer Floating Rate Fund positions in Q1 2025 and 4 closed out, a net change of +2 holders.
- The largest Pioneer Floating Rate Fund buyer in Q1 2025 was Pathstone Holdings, an estimated $2.26M added.
- The largest Pioneer Floating Rate Fund seller in Q1 2025 was Guggenheim Capital, an estimated $826K sold.
Based on aggregated 13F filings for Q1 2025.