PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

39 hedge funds and large institutions have $37.5M invested in Pioneer Floating Rate Fund in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
-3
Holders Change %
-7.14%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCFM
Clear Creek Financial Management
Washington
$1.65M
2
GC
Guggenheim Capital
Illinois
$6.03M
3
LSPW
Lake Street Private Wealth
Illinois
$3.43M
4
Invesco
Invesco
Georgia
$5.78M
5
Morgan Stanley
Morgan Stanley
New York
$2.08M

Top Sellers

1
CIA
Capital Investment Advisors
Georgia
$301K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$86K
3
LCM
Landscape Capital Management
New Jersey
$0
4
SFS
Shaker Financial Services
Virginia
$148K
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Barclays
26
Barclays
United Kingdom
$146K – – –
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$143K -$11.9K -1,000 -8%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$86K -$469K -39,254 -85%
ZA
29
Zazove Associates
Nevada
$78K +$78K +6,511 New
NFG
30
Next Financial Group
Texas
$72K – – –
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$70K – – –
SCA
32
Stonebridge Capital Advisors
Minnesota
$35K +$17.5K +1,469 +100%
TH
33
TCTC Holdings
Texas
$27K – – –
Fifth Third Bancorp
34
Fifth Third Bancorp
Ohio
$16K -$8.48K -693 -35%
GRP
35
Global Retirement Partners
California
$14K – – –
GWM
36
Geneos Wealth Management
Colorado
$8K – – –
GI
37
Gradient Investments
Minnesota
$2K – – –
ASN
38
Advisory Services Network
Georgia
$2K +$2K +200 New
LCM
39
Landscape Capital Management
New Jersey
– -$385K -33,599 Closed
Citadel Advisors
40
Citadel Advisors
Florida
– -$140K -12,234 Closed
SFS
41
Sowell Financial Services
Arkansas
– -$79K -7,017 Closed
IAIM
42
International Assets Investment Management
Florida
– -$18K -1,716 Closed
FIA
43
FNY Investment Advisers
New York
– -$19K -1,659 Closed
LCM
44
Logan Capital Management
Pennsylvania
– -$16K -1,400 Closed
PWM
45
Prentice Wealth Management
New York
– -$14K -1,200 Closed
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