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PennantPark Floating Rate Capital

97 hedge funds and large institutions have $170M invested in PennantPark Floating Rate Capital in 2018 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

9% more funds holding

Funds holding: 8997 (+8)

2.48% more ownership

Funds ownership: 34.89%37.36% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less capital invested

Capital invested by funds: $179M → $170M (-$9.23M)

16% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 32

75% less call options, than puts

Call options by funds: $4K | Put options by funds: $16K

Holders
97
Holders Change
+8
Holders Change %
+8.99%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
27
Reduced
32
Closed
15
Calls
$4K
Puts
$16K
Net Calls
-$12K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
26
Confluence Investment Management
Missouri
$1.6M +$630K +49,843 +56%
CCM
27
Castine Capital Management
Massachusetts
$1.43M +$1.56M +123,200 New
HighTower Advisors
28
HighTower Advisors
Illinois
$1.42M +$5.35K +423 +0.3%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.42M +$557K +44,060 +56%
AR
30
Advisory Research
Illinois
$1.36M -$237K -18,752 -14%
TFCM
31
Taylor Frigon Capital Management
Arizona
$1.29M +$17.8K +1,408 +1%
SMDAM
32
Sumitomo Mitsui DS Asset Management
Japan
$1.26M -$222K -17,574 -14%
MCM
33
McKinley Capital Management
Alaska
$1.19M -$73.9K -5,840 -5%
Wells Fargo
34
Wells Fargo
California
$1.14M -$58.2K -4,598 -4%
CL
35
CSS LLC
Illinois
$1.11M
KCM
36
Kennedy Capital Management
Missouri
$1.1M +$1.21M +95,350 New
MCM
37
Monument Capital Management
Virginia
$1.08M +$81.5K +6,441 +7%
RIG
38
Roosevelt Investment Group
New York
$1.07M +$1.17M +92,687 New
FCH
39
Freestone Capital Holdings
Washington
$1.05M +$69.9K +5,529 +7%
GC
40
Guggenheim Capital
Illinois
$969K -$39.3K -3,108 -4%
Arrowstreet Capital
41
Arrowstreet Capital
Massachusetts
$829K +$907K +71,680 New
SCM
42
Shelton Capital Management
Colorado
$798K
P
43
&Partners
Tennessee
$693K +$758K +59,931 New
YCM
44
Yakira Capital Management
Connecticut
$629K
OIA
45
Optimum Investment Advisors
Illinois
$585K -$11.2K -889 -2%
WA
46
Wambolt & Associates
Colorado
$514K +$562K +44,400 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$415K +$454K +35,883 New
WS
48
Wedbush Securities
California
$398K +$11.7K +925 +3%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$395K -$23.5K -1,856 -5%
JP Morgan Chase
50
JP Morgan Chase
New York
$389K -$116K -9,136 -21%

PFLT Hedge Fund Activity: Q4 2018 in Review

97 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q4 2018, worth a combined $170M — down 5.2% from $179M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PFLT positions and 15 closed out — a net gain of 8 holders — while 27 added to existing stakes and 32 trimmed.

The largest buyer was Ares Management, adding an estimated $3.38M. The largest seller was B. Riley Financial, exiting entirely with an estimated $2.45M sold.

  • 97 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q4 2018, up from 89 in Q3 2018.
  • Funds reported $170M of PennantPark Floating Rate Capital stock for Q4 2018, down 5.2% quarter-over-quarter.
  • 23 funds opened new PennantPark Floating Rate Capital positions in Q4 2018 and 15 closed out, a net change of +8 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q4 2018 was Ares Management, an estimated $3.38M added.
  • The largest PennantPark Floating Rate Capital seller in Q4 2018 was B. Riley Financial, an estimated $2.45M sold.

Based on aggregated 13F filings for Q4 2018.