Pioneer Floating Rate Fund
PHD
PHD was delisted on the 10th of October, 2025.
47 hedge funds and large institutions have $62.6M invested in Pioneer Floating Rate Fund in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 10 closing their positions.
46% more capital invested
Capital invested by funds: $43M → $62.6M (+$19.7M)
31% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 13
15.45% more ownership
Funds ownership: 35.38% → 50.83% (+15%)
4% less funds holding
Funds holding: 49 → 47 (-2)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Absolute Investment Advisers
Rosemary Beach,
Florida
|
+$13.4M |
| 2 |
QL
Quarry LP
New York
|
+$5.06M |
| 3 |
AC
Almitas Capital
Santa Monica,
California
|
+$3.58M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$2.14M |
| 5 |
IA
Icon Advisers
Greenwood Village,
Colorado
|
+$1.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSPW
Lake Street Private Wealth
Chicago,
Illinois
|
-$4.5M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$1.7M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$1.05M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$868K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$857K |
PHD Hedge Fund Activity: Q3 2025 in Review
47 of the 7,638 institutional investors tracked by Wall St. Rank reported a position in Pioneer Floating Rate Fund (PHD) for Q3 2025, worth a combined $62.6M — up 46% from $43M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PHD and 9 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 17 added.
The largest buyer was Absolute Investment Advisers, adding an estimated $13.4M. The largest seller was Lake Street Private Wealth, cutting an estimated $4.5M.
- 47 institutional investors held Pioneer Floating Rate Fund (PHD) as of Q3 2025, down from 49 in Q2 2025.
- Funds reported $62.6M of Pioneer Floating Rate Fund stock for Q3 2025, up 46% quarter-over-quarter.
- 9 funds opened new Pioneer Floating Rate Fund positions in Q3 2025 and 10 closed out, a net change of -1 holder.
- The largest Pioneer Floating Rate Fund buyer in Q3 2025 was Absolute Investment Advisers, an estimated $13.4M added.
- The largest Pioneer Floating Rate Fund seller in Q3 2025 was Lake Street Private Wealth, an estimated $4.5M sold.
Based on aggregated 13F filings for Q3 2025.