PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

50 hedge funds and large institutions have $31.5M invested in Pioneer Floating Rate Fund in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+11
Holders Change %
+28.21%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
16
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1
1607 Capital Partners
Virginia
$1.55M
2
WAM
2
Wolverine Asset Management
Illinois
$1.65M
3
MC
3
Matisse Capital
Oregon
$895K
4
WWM
4
Wagner Wealth Management
South Carolina
$1.31M
5
Bank of America
5
Bank of America
North Carolina
$2.78M

Top Sellers

1
LSPW
1
Lake Street Private Wealth
Illinois
$784K
2
GC
2
Guggenheim Capital
Illinois
$3.27M
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$2.81M
4
FHA
4
Flagship Harbor Advisors
Massachusetts
$920K
5
RTS
5
Round Table Services
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
Almitas Capital
California
$266K +$266K +29,946 New
SCM
27
Saba Capital Management
New York
$263K +$263K +29,673 New
CIA
28
Capital Investment Advisors
Georgia
$209K -$15.5K -1,747 -7%
QC
29
Quantedge Capital
Singapore
$174K +$174K +19,600 New
HighTower Advisors
30
HighTower Advisors
Illinois
$144K +$144K +16,240 New
WS
31
Wedbush Securities
California
$140K – – –
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$133K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$124K – – –
AUIM
34
Aegon USA Investment Management
Iowa
$120K +$120K +13,528 New
SIA
35
Sit Investment Associates
Minnesota
$101K +$101K +11,420 New
SG
36
StoneX Group
New York
$89.9K +$89.9K +10,128 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$74K +$9.86K +1,107 +15%
ZA
38
Zazove Associates
Nevada
$58K +$58K +6,511 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$52K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$41K +$41K +4,585 New
BWL
41
Bogart Wealth LLC
Virginia
$24K – – –
EBA
42
Eagle Bay Advisors
New York
$21.7K +$21.7K +2,443 New
WAM
43
Worth Asset Management
Texas
$21K +$244 +27 +1%
TH
44
TCTC Holdings
Texas
$20K – – –
BAM
45
Byrne Asset Management
New Jersey
$15K – – –
SCA
46
Stonebridge Capital Advisors
Minnesota
$13K – – –
GRP
47
Global Retirement Partners
California
$10K – – –
GWM
48
Geneos Wealth Management
Colorado
$6K – – –
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K – – –
GI
50
Gradient Investments
Minnesota
$1K – – –
1
2
3