PHD

Pioneer Floating Rate Fund

52 hedge funds and large institutions have $89.1M invested in Pioneer Floating Rate Fund in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
12
Reduced
20
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$239K +$239K +21,122 New
PIA
27
Peachtree Investment Advisors
Georgia
$238K
UBS Group
28
UBS Group
Switzerland
$223K -$57.1K -5,047 -20%
WS
29
Wedbush Securities
California
$181K -$22.7K -2,000 -11%
FAAS
30
First Allied Advisory Services
California
$176K +$176K +15,138 New
LCM
31
Landscape Capital Management
New Jersey
$171K +$22.6K +1,992 +15%
Wells Fargo
32
Wells Fargo
California
$167K -$18.4K -1,634 -10%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$141K +$141K +12,441 New
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$140K +$87.5K +7,709 +167%
SWP
35
Stratos Wealth Partners
Ohio
$130K -$16.1K -1,427 -11%
USGIU
36
U.S. Global Investors (USGI)
Texas
$91K
CK
37
Carnick & Kubik
Colorado
$74.1K +$74.1K +6,548 New
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$66K +$55.1K +4,900 +506%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$52K +$52K +4,555 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$49K -$29.6K -2,606 -38%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$23K
MFS
42
MSI Financial Services
Massachusetts
$18K +$5.81K +500 +48%
WCM
43
Windsor Capital Management
Arizona
$18K +$18K +1,650 New
Citigroup
44
Citigroup
New York
$14K +$14K +1,233 New
FCCM
45
First City Capital Management
Georgia
$8.5K +$8.5K +751 New
Creative Planning
46
Creative Planning
Kansas
$3K +$3K +300 New
RIA
47
Regal Investment Advisors
Michigan
$2K
Nuveen Asset Management
48
Nuveen Asset Management
Illinois
$1.58K -$254 -22,464 -14%
AIG
49
American International Group
New York
$1K
US Bancorp
50
US Bancorp
Minnesota
$1K