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PennantPark Floating Rate Capital

134 hedge funds and large institutions have $166M invested in PennantPark Floating Rate Capital in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 32

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less funds holding

Funds holding: 136134 (-2)

1.64% less ownership

Funds ownership: 22.47%20.83% (-1.6%)

20% less capital invested

Capital invested by funds: $208M → $166M (-$41.8M)

69% less call options, than puts

Call options by funds: $675K | Put options by funds: $2.15M

Holders
134
Holders Change
-2
Holders Change %
-1.47%
% of All Funds
1.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
25
Increased
48
Reduced
32
Closed
23
Calls
$675K
Puts
$2.15M
Net Calls
-$1.47M
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
76
Strategies Wealth Advisors
Michigan
$114K +$4.19K +477 +3%
PAG
77
Private Advisor Group
New Jersey
$114K +$9.76K +1,110 +8%
BAG
78
Bridgewealth Advisory Group
California
$105K +$8.85K +1,007 +8%
Corient Private Wealth
79
Corient Private Wealth
Florida
$103K -$114K -12,932 -50%
Northern Trust
80
Northern Trust
Illinois
$103K -$286K -32,522 -72%
Lido Advisors
81
Lido Advisors
California
$102K +$3.97K +452 +4%
Nomura Holdings
82
Nomura Holdings
Japan
$101K -$64.9K -7,387 -37%
CIA
83
Concurrent Investment Advisors
Florida
$98.6K +$108K +12,265 New
GAMC
84
Garner Asset Management Corp
Texas
$96.9K -$19.6K -2,224 -16%
BWM
85
BCO Wealth Management
New Mexico
$96.6K +$2.75K +313 +3%
SFS
86
Sowell Financial Services
Arkansas
$94.9K -$14.1K -1,609 -12%
FBB
87
Fulton Breakefield Broenniman
Maryland
$94.9K
WG
88
Winton Group
United Kingdom
$89K +$97.3K +11,070 New
MFS
89
Miller Financial Services
Michigan
$86.8K +$94.9K +10,792 New
GT
90
Glenview Trust
Kentucky
$85.6K
WI
91
Westbourne Investments
Virginia
$84.4K
EWA
92
EverSource Wealth Advisors
Alabama
$80.4K
IP
93
Investment Partners
Ohio
$80.4K
GSWM
94
Golden State Wealth Management
California
$79.2K +$844 +96 +1%
MCM
95
MAI Capital Management
Ohio
$77.7K +$84.3K +9,590 +13,700%
FFA
96
Farther Finance Advisors
California
$64.8K +$19.3K +2,201 +37%
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
$61.5K -$454K -51,632 -87%
KCM
98
Key Capital Management
Tennessee
$43.7K -$38.2K -4,344 -44%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$43K -$17.9K -2,032 -28%
MAS
100
MPWM Advisory Solutions
Georgia
$40.2K