PHD

Pioneer Floating Rate Fund
PHD

Overview Fund Activity

42 hedge funds and large institutions have $31.3M invested in Pioneer Floating Rate Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 9 closing their positions.

Holders
42
Holders Change
-6
Holders Change %
-12.5%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
11
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Guggenheim Capital
Illinois
$3.17M
2
AIA
2
Absolute Investment Advisers
Florida
$1.33M
3
AAM
3
Advisors Asset Management
Colorado
$2.18M
4
LSPW
4
Lake Street Private Wealth
Illinois
$5.79M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.06M

Top Sellers

1
CCP
1
Clough Capital Partners
Massachusetts
$0
2
SIA
2
Sit Investment Associates
Minnesota
$910K
3
WWM
3
Wagner Wealth Management
South Carolina
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$1.63M
5
MC
5
Matisse Capital
Oregon
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LSPW
1
Lake Street Private Wealth
Illinois
$5.79M 598,250 +56,350 +10%
Bank of America
2
Bank of America
North Carolina
$3.29M 339,453 -31,622 -9%
GC
3
Guggenheim Capital
Illinois
$3.17M 327,873 +166,369 +103%
Invesco
4
Invesco
Georgia
$2.28M 235,670 +34,145 +17%
AAM
5
Advisors Asset Management
Colorado
$2.18M 224,884 +94,750 +73%
Morgan Stanley
6
Morgan Stanley
New York
$1.63M 168,334 -137,778 -45%
AIA
7
Absolute Investment Advisers
Florida
$1.33M 137,444 +137,444 New
CCFM
8
Clear Creek Financial Management
Washington
$1.12M 115,515 -3,356 -3%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.06M 109,948 +36,228 +49%
SFS
10
Shaker Financial Services
Virginia
$1.04M 106,971 +13,288 +14%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.03M 106,190 -8,860 -8%
SIA
12
Sit Investment Associates
Minnesota
$910K 94,008 -150,653 -62%
RP
13
Riverbridge Partners
Minnesota
$755K 77,957 -21,570 -22%
VEA
14
Virtus ETF Advisers
New York
$612K 63,234 +13,509 +27%
AA
15
AQR Arbitrage
Connecticut
$547K 56,530 -63,051 -53%
QL
16
Quarry LP
New York
$540K 55,764 -29,436 -35%
UBS Group
17
UBS Group
Switzerland
$529K 54,628 +10,301 +23%
Wells Fargo
18
Wells Fargo
California
$496K 51,216 -40,610 -44%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$486K 50,231 -690 -1%
RIL
20
Rothschild Investment LLC
Illinois
$322K 33,240 – –
MWM
21
Melfa Wealth Management
Massachusetts
$303K 31,335 – –
HighTower Advisors
22
HighTower Advisors
Illinois
$223K 23,179 +233 +1%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$220K 22,680 +22,680 New
FHA
24
Flagship Harbor Advisors
Massachusetts
$188K 19,378 -2,450 -11%
LCM
25
Landscape Capital Management
New Jersey
$168K 17,358 -13,027 -43%
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