PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

53 hedge funds and large institutions have $95.8M invested in Pioneer Floating Rate Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$17.9M
2
RVPG
2
Relative Value Partners Group
$6.7M
3
SFS
3
Shaker Financial Services
Virginia
$1.34M
4
CFA
4
Camarda Financial Advisors
Florida
$6.23M
5
COLIM
5
City of London Investment Management
United Kingdom
$1.18M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$32K
2
ZIG
2
Zuckerman Investment Group
Illinois
$0
3
YMRC
3
Yorktown Management & Research Company
Virginia
$0
4
AAM
4
Advisors Asset Management
Colorado
$2.4M
5
LPL Financial
5
LPL Financial
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$8K +$72 +6 +0.9%
WAM
52
Wealthspire Advisors (Maryland)
Maryland
$6K – – –
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$5K – – –
PCM
54
Penserra Capital Management
California
$4K +$67 +6 +2%
ZIG
55
Zuckerman Investment Group
Illinois
– -$4M -327,644 Closed
YMRC
56
Yorktown Management & Research Company
Virginia
– -$2.07M -169,235 Closed
LPL Financial
57
LPL Financial
California
– -$938K -76,453 Closed
SWP
58
Stratos Wealth Partners
Ohio
– -$136K -11,100 Closed
AIM
59
Acrospire Investment Management
Illinois
– -$29K -2,364 Closed
1 2
3