PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

42 hedge funds and large institutions have $31.3M invested in Pioneer Floating Rate Fund in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 10 closing their positions.

Holders
42
Holders Change
-7
Holders Change %
-14.29%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
14
Reduced
12
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSPW
1
Lake Street Private Wealth
Illinois
$3.35M
2
CCP
2
Clough Capital Partners
Massachusetts
$1.33M
3
Bank of America
3
Bank of America
North Carolina
$3.62M
4
SIA
4
Sit Investment Associates
Minnesota
$814K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$759K

Top Sellers

1
WAM
1
Wolverine Asset Management
Illinois
$0
2
GC
2
Guggenheim Capital
Illinois
$1.66M
3
SFS
3
Shaker Financial Services
Virginia
$824K
4
RCM
4
Rivernorth Capital Management
Florida
$0
5
LSC
5
Logan Stone Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$257K 29,037 -2,335 -7%
CIA
27
Capital Investment Advisors
Georgia
$180K 20,479 -1,702 -8%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$141K 16,159 – –
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$131K 14,949 – –
WS
30
Wedbush Securities
California
$128K 14,558 -1,250 -8%
AUIM
31
Aegon USA Investment Management
Iowa
$119K 13,528 – –
HWAM
32
Hennion & Walsh Asset Management
New Jersey
$92K 10,483 -144 -1%
LPL Financial
33
LPL Financial
California
$91.2K 10,400 +10,400 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$51.7K 5,900 – –
BWL
35
Bogart Wealth LLC
Virginia
$23.7K 2,700 – –
TH
36
TCTC Holdings
Texas
$19.7K 2,250 – –
SCA
37
Stonebridge Capital Advisors
Minnesota
$12.9K 1,469 – –
GRP
38
Global Retirement Partners
California
$10.2K 1,165 – –
GWM
39
Geneos Wealth Management
Colorado
$4.34K 495 -240 -33%
BCMLT
40
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.94K 449 – –
GI
41
Gradient Investments
Minnesota
$1.37K 157 – –
HNB
42
Huntington National Bank
Ohio
– – – –
NA
43
NewEdge Advisors
Louisiana
$13 1,500 +1,500 New
WAM
44
Wolverine Asset Management
Illinois
– – -167,073 Closed
RCM
45
Rivernorth Capital Management
Florida
– – -64,330 Closed
LSC
46
Logan Stone Capital
Illinois
– – -58,152 Closed
LCM
47
Landscape Capital Management
New Jersey
– – -36,383 Closed
SCM
48
Saba Capital Management
New York
– – -29,673 Closed
QC
49
Quantedge Capital
Singapore
– – -19,100 Closed
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
– – -17,590 Closed
1
2
3