PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

49 hedge funds and large institutions have $28.8M invested in Pioneer Floating Rate Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+7
Holders Change %
+16.67%
% of All Funds
0.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$966K
2
LSPW
Lake Street Private Wealth
Illinois
$4.21M
3
LCM
Landscape Capital Management
New Jersey
$118K
4
Wells Fargo
Wells Fargo
California
$846K
5
Walleye Capital
Walleye Capital
New York
$96.2K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$747K
2
Invesco
Invesco
Georgia
$1.86M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$178K
5
Morgan Stanley
Morgan Stanley
New York
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fiera Capital (Canada)
51
Fiera Capital (Canada)
Quebec, Canada
– -$508K -57,915 Closed
GRP
52
Global Retirement Partners
California
– -$10.2K -1,165 Closed
1 2
3