PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

48 hedge funds and large institutions have $33.6M invested in Pioneer Floating Rate Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.43M
2
SIA
Sit Investment Associates
Minnesota
+$1.3M
3
AAM
Advisors Asset Management
Colorado
+$1.19M
4
GC
Guggenheim Capital
Illinois
+$947K
5
RIL
Rothschild Investment LLC
Illinois
+$305K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
-$656K
2
CWM
Congress Wealth Management
Massachusetts
-$377K
3
MC
Matisse Capital
Oregon
-$375K
4
WWM
Wagner Wealth Management
South Carolina
-$289K
5
SCM
Saba Capital Management
New York
-$264K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
51
Saba Capital Management
New York
– -$264K -29,318 Closed
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
– -$92K -10,158 Closed
HWAM
53
Hennion & Walsh Asset Management
New Jersey
– -$90.6K -10,059 Closed
SCA
54
Stonebridge Capital Advisors
Minnesota
– -$13.2K -1,469 Closed
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