Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
49 hedge funds and large institutions have $43M invested in Pioneer Floating Rate Fund in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 14 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
22% more capital invested
Capital invested by funds: $35.1M → $43M (+$7.89M)
17% more funds holding
Funds holding: 42 → 49 (+7)
5.41% more ownership
Funds ownership: 29.96% → 35.38% (+5.4%)
0% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$3.22M |
| 2 |
SCM
Saba Capital Management
New York
|
+$3.04M |
| 3 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$1.37M |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
+$695K |
| 5 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$678K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.92M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.22M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$567K |
| 4 |
VIA
Virtus Investment Advisers
Hartford,
Connecticut
|
-$309K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$289K |
PHD Hedge Fund Activity: Q2 2025 in Review
49 of the 7,612 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q2 2025, worth a combined $43M — up 22% from $35.1M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PHD positions and 5 closed out — a net gain of 8 holders — while 14 added to existing stakes and 14 trimmed.
The largest buyer was Almitas Capital, opening a new position worth an estimated $3.22M. The largest seller was Pathstone Holdings, cutting an estimated $1.92M.
- 49 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q2 2025, up from 42 in Q1 2025.
- Funds reported $43M of Pioneer Floating Rate Fund stock for Q2 2025, up 22% quarter-over-quarter.
- 13 funds opened new Pioneer Floating Rate Fund positions in Q2 2025 and 5 closed out, a net change of +8 holders.
- The largest Pioneer Floating Rate Fund buyer in Q2 2025 was Almitas Capital, an estimated $3.22M added.
- The largest Pioneer Floating Rate Fund seller in Q2 2025 was Pathstone Holdings, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2025.