PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

55 hedge funds and large institutions have $100M invested in Pioneer Floating Rate Fund in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 22 reducing their positions, and 3 closing their positions.

Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
13
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.79M
2
GC
2
Guggenheim Capital
Illinois
$8.64M
3
FWIA
3
Fort Washington Investment Advisors
Ohio
$865K
4
RVPG
4
Relative Value Partners Group
$5.02M
5
ZA
5
Zazove Associates
Nevada
$567K

Top Sellers

1
Invesco
1
Invesco
Georgia
$6.99M
2
FIMG
2
Financial & Investment Management Group
Michigan
$1.64M
3
Morgan Stanley
3
Morgan Stanley
New York
$4.26M
4
MIG
4
Mariner Investment Group
New York
$1.1M
5
AAM
5
Advisors Asset Management
Colorado
$5.16M
Name Market Value Shares Shares
Change 		Shares
Change %
WOC
51
West Oak Capital
California
$11.9K 1,000 – –
CPIG
52
Chicago Partners Investment Group
Illinois
$10K 822 – –
Creative Planning
53
Creative Planning
Kansas
$8K 656 +656 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$5K 441 +441 New
PCM
55
Penserra Capital Management
California
$4K 383 +42 +12%
WIA
56
Westbourne Investment Advisors
Maryland
– – -57,896 Closed
DA
57
Doliver Advisors
Texas
– – -28,468 Closed
CFA
58
Carroll Financial Associates
North Carolina
– – -6 Closed
1 2
3