PFLT icon

PennantPark Floating Rate Capital

134 hedge funds and large institutions have $208M invested in PennantPark Floating Rate Capital in 2025 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

18% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 44

76% less call options, than puts

Call options by funds: $773K | Put options by funds: $3.25M

Holders
134
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$773K
Puts
$3.25M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAMC
76
Garner Asset Management Corp
Texas
$132K
SWA
77
Strategies Wealth Advisors
Michigan
$128K
CA
78
Calton & Associates
Florida
$125K
SFS
79
Sowell Financial Services
Arkansas
$124K
PAG
80
Private Advisor Group
New Jersey
$121K
KWM
81
KW Wealth Management
California
$121K
Corient Private Wealth
82
Corient Private Wealth
Florida
$117K
BAG
83
Bridgewealth Advisory Group
California
$112K
FBB
84
Fulton Breakefield Broenniman
Maryland
$109K
Lido Advisors
85
Lido Advisors
California
$109K
BWM
86
BCO Wealth Management
New Mexico
$109K
Mariner
87
Mariner
Kansas
$104K
WI
88
Westbourne Investments
Virginia
$101K
TFA
89
Teamwork Financial Advisors
Texas
$101K
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$100K
GT
91
Glenview Trust
Kentucky
$98.7K
SPC
92
Sigma Planning Corp
Michigan
$97.3K
EWA
93
EverSource Wealth Advisors
Alabama
$92.7K
SMA
94
Sage Mountain Advisors
Georgia
$92.7K
IP
95
Investment Partners
Ohio
$92.7K
KCM
96
Key Capital Management
Tennessee
$90.7K
GSWM
97
Golden State Wealth Management
California
$90.4K
KAS
98
Kestra Advisory Services
Texas
$89.2K
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$68K
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$66K