PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

49 hedge funds and large institutions have $32.1M invested in Pioneer Floating Rate Fund in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.85%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
17
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSPW
1
Lake Street Private Wealth
Illinois
$2.22M
2
RCM
2
Rivernorth Capital Management
Florida
$555K
3
Wells Fargo
3
Wells Fargo
California
$686K
4
CCP
4
Clough Capital Partners
Massachusetts
$292K
5
1CP
5
1607 Capital Partners
Virginia
$1.73M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$1.06M
2
GC
2
Guggenheim Capital
Illinois
$2.89M
3
AC
3
Almitas Capital
California
$0
4
WAM
4
Wolverine Asset Management
Illinois
$1.44M
5
SG
5
StoneX Group
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LCM
26
Landscape Capital Management
New Jersey
$314K -$43.7K -5,062 -12%
CCP
27
Clough Capital Partners
Massachusetts
$292K +$292K +33,914 New
HighTower Advisors
28
HighTower Advisors
Illinois
$270K +$130K +15,132 +93%
SCM
29
Saba Capital Management
New York
$256K – – –
CIA
30
Capital Investment Advisors
Georgia
$191K -$11.8K -1,366 -6%
QC
31
Quantedge Capital
Singapore
$165K -$4.32K -500 -3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$152K +$80.2K +9,284 +112%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$139K +$18.6K +2,159 +15%
WS
34
Wedbush Securities
California
$136K – – –
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$129K – – –
AUIM
36
Aegon USA Investment Management
Iowa
$117K – – –
SIA
37
Sit Investment Associates
Minnesota
$98K – – –
HWAM
38
Hennion & Walsh Asset Management
New Jersey
$92K +$92K +10,627 New
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$51K – – –
GWSG
40
GPS Wealth Strategies Group
Colorado
$40K – – –
BWL
41
Bogart Wealth LLC
Virginia
$23K – – –
EBA
42
Eagle Bay Advisors
New York
$21K – – –
TH
43
TCTC Holdings
Texas
$19K – – –
BAM
44
Byrne Asset Management
New Jersey
$14K – – –
SCA
45
Stonebridge Capital Advisors
Minnesota
$13K – – –
GRP
46
Global Retirement Partners
California
$10K – – –
GWM
47
Geneos Wealth Management
Colorado
$6K – – –
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
GI
49
Gradient Investments
Minnesota
$1K – – –
AC
50
Almitas Capital
California
– -$266K -29,946 Closed
1
2
3