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PennantPark Floating Rate Capital

57 hedge funds and large institutions have $55.1M invested in PennantPark Floating Rate Capital in 2013 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 17

1% less capital invested

Capital invested by funds: $55.7M → $55.1M (-$545K)

7% less funds holding

Funds holding: 6157 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
57
Holders Change
-4
Holders Change %
-6.56%
% of All Funds
1.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$365K +$2.71K +200 +0.8%
BP
27
BBR Partners
New York
$360K
BCM
28
Bridgeway Capital Management
Texas
$316K
AR
29
Advisory Research
Illinois
$312K +$308K +22,720 New
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$311K +$308K +22,720 New
AIG
31
American International Group
New York
$290K +$45.4K +3,353 +19%
Charles Schwab
32
Charles Schwab
California
$289K
TA
33
Teachers Advisors
New York
$272K
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$247K +$244K +18,025 New
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$221K -$5.71K -422 -3%
PCM
36
Prelude Capital Management
New York
$199K
MLICM
37
Metropolitan Life Insurance Company (MetLife)
New York
$174K
CS
38
Credit Suisse
Switzerland
$167K +$165K +12,155 New
NFA
39
Nationwide Fund Advisors
Ohio
$156K -$3.44K -254 -2%
Citigroup
40
Citigroup
New York
$114K +$75.8K +5,603 +211%
Wells Fargo
41
Wells Fargo
California
$111K -$147K -10,891 -57%
BA
42
BlackRock Advisors
Delaware
$97K +$4.51K +333 +5%
Deutsche Bank
43
Deutsche Bank
Germany
$61K -$206K -15,239 -77%
WRM
44
Westport Resources Management
Connecticut
$56K
Barclays
45
Barclays
United Kingdom
$52K +$35.3K +2,606 +185%
TRCT
46
Tower Research Capital (TRC)
New York
$38K +$37.9K +2,800 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$29K +$16.5K +1,222 +134%
US Bancorp
48
US Bancorp
Minnesota
$27K
OIA
49
Optimum Investment Advisors
Illinois
$21K
Bank of America
50
Bank of America
North Carolina
$19K -$4.13K -305 -18%

PFLT Hedge Fund Activity: Q4 2013 in Review

57 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q4 2013, worth a combined $55.1M — down 0.98% from $55.7M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of PFLT and 6 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 20 added.

The largest buyer was UBS, adding an estimated $732K. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $1.04M.

  • 57 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q4 2013, down from 61 in Q3 2013.
  • Funds reported $55.1M of PennantPark Floating Rate Capital stock for Q4 2013, down 0.98% quarter-over-quarter.
  • 6 funds opened new PennantPark Floating Rate Capital positions in Q4 2013 and 9 closed out, a net change of -3 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q4 2013 was UBS, an estimated $732K added.
  • The largest PennantPark Floating Rate Capital seller in Q4 2013 was Manulife (Manufacturers Life Insurance), an estimated $1.04M sold.

Based on aggregated 13F filings for Q4 2013.