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
FHA
2
Flagship Harbor Advisors
Massachusetts
$1.38M
3
GC
3
Guggenheim Capital
Illinois
$8.64M
4
FWIA
4
Fort Washington Investment Advisors
Ohio
$865K
5
RVPG
5
Relative Value Partners Group
$5.02M

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 %
Baillie Gifford & Co
1
Baillie Gifford & Co
United Kingdom
$14.7M 1,236,803 – –
GC
2
Guggenheim Capital
Illinois
$8.64M 728,150 +101,736 +16%
Bessemer Group
3
Bessemer Group
New Jersey
$7.44M 626,717 -31,123 -5%
Invesco
4
Invesco
Georgia
$6.99M 588,524 -623,906 -51%
CFA
5
Camarda Financial Advisors
Florida
$5.3M 446,407 -75,054 -14%
AAM
6
Advisors Asset Management
Colorado
$5.16M 434,805 -115,494 -21%
RVPG
7
Relative Value Partners Group
$5.02M 422,702 +54,871 +15%
GI
8
Gradient Investments
Minnesota
$4.33M 364,923 +10,182 +3%
Morgan Stanley
9
Morgan Stanley
New York
$4.26M 358,605 -190,667 -35%
ZIG
10
Zuckerman Investment Group
Illinois
$4.05M 341,225 -41,778 -11%
Wells Fargo
11
Wells Fargo
California
$3.79M 319,310 +126,999 +66%
Cohen & Steers
12
Cohen & Steers
New York
$3.77M 317,486 -34,058 -10%
Bank of America
13
Bank of America
North Carolina
$2.77M 233,471 -3,936 -2%
YMRC
14
Yorktown Management & Research Company
Virginia
$2.64M 222,451 – –
BCC
15
Bain Capital Credit
Massachusetts
$2.26M 190,174 -47,543 -20%
RCM
16
Rivernorth Capital Management
Florida
$1.71M 144,118 -91,375 -39%
FIMG
17
Financial & Investment Management Group
Michigan
$1.64M 138,507 -336,284 -71%
RTS
18
Round Table Services
New Jersey
$1.52M 128,000 -11,263 -8%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$1.45M 122,036 – –
FHA
20
Flagship Harbor Advisors
Massachusetts
$1.38M 114,556 +114,556 New
CS
21
Comerica Securities
Michigan
$1.38M 116,081 +8 +0%
CIA
22
Capital Investment Advisors
Georgia
$1.35M 113,308 -13,368 -11%
MIG
23
Mariner Investment Group
New York
$1.1M 92,795 -187,934 -67%
LPL Financial
24
LPL Financial
California
$914K 76,447 +5,322 +7%
FWIA
25
Fort Washington Investment Advisors
Ohio
$865K 72,835 +72,835 New
1
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