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PennantPark Floating Rate Capital
PFLT

132 hedge funds and large institutions have $286M invested in PennantPark Floating Rate Capital in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 55 increasing their positions, 20 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 20

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more call options, than puts

Call options by funds: $412K | Put options by funds: $274K

43% more capital invested

Capital invested by funds: $200M → $286M (+$86.4M)

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

7.12% more ownership

Funds ownership: 21.93% → 29.06% (+7.1%)

4% more funds holding

Funds holding: 127 → 132 (+5)

Holders
132
Holders Change
+5
Holders Change %
+3.94%
% of All Funds
1.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
28
Increased
55
Reduced
20
Closed
22
Calls
$412K
Puts
$274K
Net Calls
+$138K
Net Calls Change
-$655K

Top Buyers

Rank Fund Capital Flow
1
Marshall Wace
Marshall Wace
United Kingdom
+$17.9M
2
SM
Scoggin Management
New York
+$16.4M
3
Two Sigma Investments
Two Sigma Investments
New York
+$7.07M
4
Citadel Advisors
Citadel Advisors
Florida
+$6.31M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$6.19M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$10.3M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.05M
3
VEA
Virtus ETF Advisers
New York
-$883K
4
MOS
MGO One Seven
Ohio
-$726K
5
VF
Virtu Financial
New York
-$508K
Name Holding Trade Value Shares
Change 		Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$578K – – –
GC
52
Guggenheim Capital
Illinois
$547K +$10K +897 +2%
N
53
Natixis
France
$498K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$489K +$28.8K +2,579 +6%
NRD
55
Nebula Research & Development
New York
$478K +$334K +29,934 +233%
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$420K +$419K +37,559 New
ACM
57
Aquatic Capital Management
Illinois
$408K -$360K -32,284 -47%
Raymond James Financial
58
Raymond James Financial
Florida
$345K +$54.6K +4,893 +19%
SA
59
Sovran Advisors
California
$325K +$374K +33,511 New
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$323K -$70.8K -6,345 -18%
Wells Fargo
61
Wells Fargo
California
$306K +$132K +11,841 +76%
C
62
Certuity
Florida
$298K – – –
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$290K -$66.3K -5,942 -19%
YIH
64
Y-Intercept (HK)
Hong Kong
$278K -$115K -10,269 -29%
State Street
65
State Street
Massachusetts
$266K +$263K +23,528 New
TSS
66
Two Sigma Securities
New York
$262K +$262K +23,458 New
SIM
67
Synergy Investment Management
Florida
$253K +$20.7K +1,856 +9%
M&T Bank
68
M&T Bank
New York
$245K +$244K +21,899 New
WI
69
Westbourne Investments
Virginia
$227K +$3.72K +333 +2%
BIA
70
Beacon Investment Advisors
Maryland
$220K +$2.7K +242 +1%
YLHM
71
Yelin Lapidot Holdings Management
Israel
$218K – – –
AWM
72
AE Wealth Management
Kansas
$204K -$8.12K -728 -4%
OIA
73
Optimum Investment Advisors
Illinois
$196K – – –
PAG
74
Private Advisor Group
New Jersey
$180K -$2.78K -249 -2%
Corient Private Wealth
75
Corient Private Wealth
Florida
$173K -$2.21K -198 -1%
1 2
3
4 5

PFLT Hedge Fund Activity: Q1 2025 in Review

132 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q1 2025, worth a combined $286M — up 43% from $200M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new PFLT positions and 22 closed out — a net gain of 6 holders — while 55 added to existing stakes and 20 trimmed.

The largest buyer was Marshall Wace, adding an estimated $17.9M. The largest seller was Balyasny Asset Management, cutting an estimated $10.3M.

  • 132 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q1 2025, up from 127 in Q4 2024.
  • Funds reported $286M of PennantPark Floating Rate Capital stock for Q1 2025, up 43% quarter-over-quarter.
  • 28 funds opened new PennantPark Floating Rate Capital positions in Q1 2025 and 22 closed out, a net change of +6 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q1 2025 was Marshall Wace, an estimated $17.9M added.
  • The largest PennantPark Floating Rate Capital seller in Q1 2025 was Balyasny Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2025.