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PHT

Pioneer High Income Fund

Delisted

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

50 hedge funds and large institutions have $48.9M invested in Pioneer High Income Fund in 2023 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

4.74% more ownership

Funds ownership: 20.11%24.85% (+4.7%)

2% more funds holding

Funds holding: 4950 (+1)

3% more capital invested

Capital invested by funds: $47.5M → $48.9M (+$1.41M)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
17
Reduced
14
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1
Flagship Harbor Advisors
Massachusetts
$5.99M -$1.79M -262,408 -23%
SIA
2
Sit Investment Associates
Minnesota
$5.97M +$140K +20,605 +2%
UBS Group
3
UBS Group
Switzerland
$5.55M +$249K +36,526 +5%
Morgan Stanley
4
Morgan Stanley
New York
$5.54M +$1.29M +189,646 +30%
GC
5
Guggenheim Capital
Illinois
$3.5M -$245K -35,955 -6%
Invesco
6
Invesco
Georgia
$2.9M -$84.9K -12,459 -3%
FIA
7
Foundations Investment Advisors
Arizona
$2.83M +$395K +57,988 +16%
AAM
8
Advisors Asset Management
Colorado
$2.02M +$733K +107,566 +56%
AA
9
AQR Arbitrage
Connecticut
$1.67M +$421K +61,756 +33%
API
10
Advisor Partners II
California
$1.53M +$1.56M +228,580 New
SFS
11
Shaker Financial Services
Virginia
$1.35M -$999K -146,680 -42%
CIA
12
Capital Investment Advisors
Georgia
$1.18M -$9.54K -1,400 -0.8%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$950K +$2.59K +380 +0.3%
PAS
14
Park Avenue Securities
New York
$890K +$15.4K +2,254 +2%
LPL Financial
15
LPL Financial
California
$809K +$50.3K +7,391 +7%
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$734K -$252 -37 -0%
Wells Fargo
17
Wells Fargo
California
$588K +$119K +17,527 +25%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$501K +$102K +15,000 +25%
NA
19
NewEdge Advisors
Louisiana
$486K -$97.4K -14,300 -16%
Osaic Holdings
20
Osaic Holdings
Arizona
$478K +$42.6K +6,253 +10%
Bank of America
21
Bank of America
North Carolina
$370K +$9.45K +1,388 +3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$346K -$8.02K -1,177 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$217K
AFG
24
Atomi Financial Group
New York
$211K -$9.41K -1,382 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$190K +$193K +28,298 New