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PennantPark Floating Rate Capital

112 hedge funds and large institutions have $172M invested in PennantPark Floating Rate Capital in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

214% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $433K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 21

58% more capital invested

Capital invested by funds: $109M → $172M (+$63.1M)

22% more funds holding

Funds holding: 92112 (+20)

11.84% more ownership

Funds ownership: 20.78%32.62% (+12%)

Holders
112
Holders Change
+20
Holders Change %
+21.74%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
37
Reduced
21
Closed
7
Calls
$1.36M
Puts
$433K
Net Calls
+$925K
Net Calls Change
+$151K
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
76
Beacon Investment Advisors
Maryland
$129K +$1.3K +121 +1%
DC
77
Davenport & Co
Virginia
$121K
LA
78
Latitude Advisors
Florida
$120K +$11.6K +1,079 +11%
TRCT
79
Tower Research Capital (TRC)
New York
$117K +$118K +11,031 New
XT
80
XTX Topco
Cayman Islands
$114K +$115K +10,719 New
WSTAM
81
Wilbanks Smith & Thomas Asset Management
Virginia
$107K -$483K -45,000 -82%
SMA
82
Sage Mountain Advisors
Georgia
$107K -$107K -10,000 -50%
GC
83
Gratus Capital
Georgia
$107K +$107K +10,000 New
Wells Fargo
84
Wells Fargo
California
$103K +$22.6K +2,102 +28%
SS
85
Sunbelt Securities
Texas
$98.8K
Citigroup
86
Citigroup
New York
$74.7K +$75.3K +7,013 New
Bank of America
87
Bank of America
North Carolina
$58.8K +$17.3K +1,614 +41%
PA
88
Parallel Advisors
California
$42.7K +$43K +4,006 New
US Bancorp
89
US Bancorp
Minnesota
$42.6K
CP
90
Castleview Partners
Texas
$38.2K +$38.5K +3,587 New
QL
91
Quarry LP
New York
$33.6K +$33.9K +3,156 New
PTC
92
Private Trust Company
Ohio
$26.9K
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.5K +$10.5K +981 +130%
FIA
94
FNY Investment Advisers
New York
$12K
Group One Trading
95
Group One Trading
Illinois
$11.9K
DAM
96
Delta Asset Management
Tennessee
$10K
Simplex Trading
97
Simplex Trading
Illinois
$9K -$46K -4,281 -83%
ANBT
98
American National Bank & Trust
Texas
$8.52K
FWM
99
Focused Wealth Management
New York
$7.99K
AP
100
Atwood & Palmer
Missouri
$6.82K

PFLT Hedge Fund Activity: Q2 2023 in Review

112 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q2 2023, worth a combined $172M — up 58% from $109M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFLT positions and 7 closed out — a net gain of 20 holders — while 37 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.18M sold.

  • 112 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q2 2023, up from 92 in Q1 2023.
  • Funds reported $172M of PennantPark Floating Rate Capital stock for Q2 2023, up 58% quarter-over-quarter.
  • 27 funds opened new PennantPark Floating Rate Capital positions in Q2 2023 and 7 closed out, a net change of +20 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q2 2023 was Morgan Stanley, an estimated $11.3M added.
  • The largest PennantPark Floating Rate Capital seller in Q2 2023 was Goldman Sachs, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2023.