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
$2.81M
2
SIA
Sit Investment Associates
Minnesota
$2.24M
3
AAM
Advisors Asset Management
Colorado
$1.19M
4
GC
Guggenheim Capital
Illinois
$1.48M
5
RIL
Rothschild Investment LLC
Illinois
$305K

Top Sellers

1
1CP
1607 Capital Partners
Virginia
$131K
2
CWM
Congress Wealth Management
Massachusetts
$0
3
MC
Matisse Capital
Oregon
$742K
4
WWM
Wagner Wealth Management
South Carolina
$1.44M
5
SCM
Saba Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$4.97M +$139K +15,150 +3%
Bank of America
2
Bank of America
North Carolina
$3.4M -$230K -25,030 -6%
Morgan Stanley
3
Morgan Stanley
New York
$2.81M +$1.43M +155,687 +103%
SIA
4
Sit Investment Associates
Minnesota
$2.24M +$1.3M +141,864 +138%
CCP
5
Clough Capital Partners
Massachusetts
$1.99M -$235K -25,607 -11%
Invesco
6
Invesco
Georgia
$1.85M +$174K +18,950 +10%
GC
7
Guggenheim Capital
Illinois
$1.48M +$947K +103,247 +177%
WWM
8
Wagner Wealth Management
South Carolina
$1.44M -$289K -31,531 -17%
AAM
9
Advisors Asset Management
Colorado
$1.19M +$1.19M +130,134 New
AA
10
AQR Arbitrage
Connecticut
$1.1M -$106K -11,525 -9%
CCFM
11
Clear Creek Financial Management
Washington
$1.09M +$11.6K +1,267 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.06M -$29.2K -3,185 -3%
RP
13
Riverbridge Partners
Minnesota
$913K +$10.8K +1,177 +1%
SFS
14
Shaker Financial Services
Virginia
$868K +$76.4K +8,250 +10%
Wells Fargo
15
Wells Fargo
California
$842K +$57.8K +6,300 +7%
QL
16
Quarry LP
New York
$781K – – –
MC
17
Matisse Capital
Oregon
$742K -$375K -40,859 -34%
Osaic Holdings
18
Osaic Holdings
Arizona
$676K -$37.9K -4,135 -5%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$467K +$6.33K +690 +1%
VEA
20
Virtus ETF Advisers
New York
$456K -$166K -18,049 -27%
UBS Group
21
UBS Group
Switzerland
$406K +$260K +28,398 +178%
RIL
22
Rothschild Investment LLC
Illinois
$305K +$305K +33,240 New
MWM
23
Melfa Wealth Management
Massachusetts
$287K +$248 +27 +0.1%
LCM
24
Landscape Capital Management
New Jersey
$279K +$279K +30,385 New
HighTower Advisors
25
HighTower Advisors
Illinois
$210K -$15.4K -1,681 -7%
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