PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

42 hedge funds and large institutions have $37.9M invested in Pioneer Floating Rate Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 17 closing their positions.

Holders
42
Holders Change
-9
Holders Change %
-17.65%
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
9
Increased
16
Reduced
6
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIA
1
Capital Investment Advisors
Georgia
$5.2M
2
LSPW
2
Lake Street Private Wealth
Illinois
$2.81M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.62M
4
Wells Fargo
4
Wells Fargo
California
$1.16M
5
Invesco
5
Invesco
Georgia
$5.11M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
CCFM
2
Clear Creek Financial Management
Washington
$0
3
SIA
3
Sit Investment Associates
Minnesota
$0
4
Nomura Holdings
4
Nomura Holdings
Japan
$0
5
RVPG
5
Relative Value Partners Group
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$145K 12,418 +12,418 New
WS
27
Wedbush Securities
California
$141K 12,308 – –
Citadel Advisors
28
Citadel Advisors
Florida
$140K 12,234 +12,234 New
SFS
29
Sowell Financial Services
Arkansas
$79K 7,017 +7,017 New
NFG
30
Next Financial Group
Texas
$69K 6,051 +6,051 New
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$68K 5,900 – –
TH
32
TCTC Holdings
Texas
$26K 2,250 – –
Fifth Third Bancorp
33
Fifth Third Bancorp
Ohio
$23K 2,000 – –
FIA
34
FNY Investment Advisers
New York
$19K 1,659 -6,548 -80%
IAIM
35
International Assets Investment Management
Florida
$18K 1,716 +440 +34%
SCA
36
Stonebridge Capital Advisors
Minnesota
$17K 1,469 +1,469 New
LCM
37
Logan Capital Management
Pennsylvania
$16K 1,400 +1,400 New
PWM
38
Prentice Wealth Management
New York
$14K 1,200 +1,200 New
GRP
39
Global Retirement Partners
California
$13K 1,165 – –
GWM
40
Geneos Wealth Management
Colorado
$8K 735 – –
GI
41
Gradient Investments
Minnesota
$2K 157 – –
SCM
42
Saba Capital Management
New York
– – -768,633 Closed
CCFM
43
Clear Creek Financial Management
Washington
– – -132,109 Closed
SIA
44
Sit Investment Associates
Minnesota
– – -125,675 Closed
Nomura Holdings
45
Nomura Holdings
Japan
– – -105,266 Closed
RVPG
46
Relative Value Partners Group
– – -68,388 Closed
RCM
47
Rivernorth Capital Management
Florida
– – -65,538 Closed
Cohen & Steers
48
Cohen & Steers
New York
– – -34,072 Closed
CCP
49
Clough Capital Partners
Massachusetts
– – -25,528 Closed
WAM
50
Wolverine Asset Management
Illinois
– – -16,434 Closed
1
2
3