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PHT

Pioneer High Income Fund
PHT

Delisted

PHT was delisted on the 25th of September, 2025.

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56 hedge funds and large institutions have $61.4M invested in Pioneer High Income Fund in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 23 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 15

14% more capital invested

Capital invested by funds: $53.9M → $61.4M (+$7.45M)

1.77% more ownership

Funds ownership: 24.44% → 26.2% (+1.8%)

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
23
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.74M
2
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.33M
3
Wells Fargo
Wells Fargo
California
+$581K
4
Invesco
Invesco
Georgia
+$445K
5
UBS Group
UBS Group
Switzerland
+$343K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$272K
2
GC
Guggenheim Capital
Illinois
-$192K
3
WAM
Wolverine Asset Management
Illinois
-$175K
4
Cerity Partners
Cerity Partners
New York
-$158K
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$103K
Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
26
Walled Lake Planning & Wealth Management
Illinois
$215K – – –
Bank of America
27
Bank of America
North Carolina
$200K -$50.2K -6,480 -21%
ICMP
28
Integrated Capital Management (Pennsylvania)
Pennsylvania
$198K +$2.2K +284 +1%
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$180K – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$172K -$15.9K -2,046 -9%
MML Investors Services
31
MML Investors Services
Massachusetts
$172K +$1.64K +212 +1%
CWM
32
Collaborative Wealth Management
Florida
$138K -$1.92K -248 -1%
UCI
33
Uncommon Cents Investing
Wisconsin
$137K +$20.9K +2,700 +19%
ARC
34
Advisor Resource Council
Texas
$105K +$102K +13,175 New
CA
35
CoreCap Advisors
Michigan
$104K +$1.23K +159 +1%
MWM
36
Melfa Wealth Management
Massachusetts
$103K – – –
RJA
37
Raymond James & Associates
Florida
$101K -$7.91K -1,020 -7%
HF
38
HRT Financial
New York
$101K +$98.5K +12,703 New
AWM
39
Avior Wealth Management
Nebraska
$98.7K +$20.4K +2,632 +27%
Citadel Advisors
40
Citadel Advisors
Florida
$97.6K +$94.6K +12,201 New
FIA
41
Foundations Investment Advisors
Arizona
$87K -$38.7K -4,993 -31%
CCFM
42
Clear Creek Financial Management
Washington
$83.2K +$1.55K +200 +2%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$80K – – –
PS
44
Principal Securities
Iowa
$40.9K +$178 +23 +0.5%
SWM
45
Spire Wealth Management
Virginia
$35.9K – – –
BC
46
Barrett & Company
Rhode Island
$28K – – –
BCMLT
47
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.8K – – –
AWM
48
Activest Wealth Management
Florida
$16.8K – – –
GWP
49
Gen-Wealth Partners
Michigan
$16.4K – – –
CAS
50
Coppell Advisory Solutions
Texas
$12.1K – – –
1
2
3

PHT Hedge Fund Activity: Q3 2024 in Review

56 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pioneer High Income Fund (PHT) for Q3 2024, worth a combined $61.4M — up 14% from $53.9M a quarter earlier.

Fund positioning in PHT was balanced in Q3 2024: 4 funds opened new positions, 4 closed out, 23 added to existing stakes and 15 trimmed.

The largest buyer was Pathstone Holdings, adding an estimated $1.74M. The largest seller was Sit Investment Associates, cutting an estimated $272K.

  • 56 institutional investors held Pioneer High Income Fund (PHT) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $61.4M of Pioneer High Income Fund stock for Q3 2024, up 14% quarter-over-quarter.
  • 4 funds opened new Pioneer High Income Fund positions in Q3 2024 and 4 closed out, a net change of 0 holders.
  • The largest Pioneer High Income Fund buyer in Q3 2024 was Pathstone Holdings, an estimated $1.74M added.
  • The largest Pioneer High Income Fund seller in Q3 2024 was Sit Investment Associates, an estimated $272K sold.

Based on aggregated 13F filings for Q3 2024.