We are live on ! Find out more
PFLT icon

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
AF
126
Allworth Financial
California
$1.63K +$1.82K +163 New
EWA
127
EverSource Wealth Advisors
Alabama
$1.2K +$1.19K +107 New
Group One Trading
128
Group One Trading
Illinois
$1.06K – – –
SWA
129
SOA Wealth Advisors
New York
$425 – – –
PA
130
Parallel Advisors
California
$168 – – –
CAM
131
Creekmur Asset Management
Illinois
$93 – – –
CIAM
132
Caitong International Asset Management
Hong Kong
$11 -$1.36K -122 -99%
Connor, Clark & Lunn Investment Management (CC&L)
133
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$1.05M -95,680 Closed
VEA
134
Virtus ETF Advisers
New York
– -$883K -80,829 Closed
MOS
135
MGO One Seven
Ohio
– -$726K -66,400 Closed
Goldman Sachs
136
Goldman Sachs
New York
– -$296K -27,065 Closed
GS
137
GWN Securities
Florida
– -$250K -22,226 Closed
BNP Paribas Financial Markets
138
BNP Paribas Financial Markets
France
– -$221K -20,219 Closed
Allspring Global Investments
139
Allspring Global Investments
North Carolina
– -$213K -19,500 Closed
WCFA
140
Walkner Condon Financial Advisors
Wisconsin
– -$191K -17,500 Closed
MM
141
MQS Management
New York
– -$185K -16,959 Closed
JE
142
JMAC Enterprises
Pennsylvania
– -$171K -15,669 Closed
QT
143
Quantbot Technologies
New York
– -$146K -13,389 Closed
BTI
144
Blue Trust Inc
Georgia
– -$136K -12,400 Closed
Mirae Asset Global Investments
145
Mirae Asset Global Investments
South Korea
– -$131K -12,069 Closed
AWA
146
Arkadios Wealth Advisors
Georgia
– -$117K -10,750 Closed
FWP
147
Firethorn Wealth Partners
Georgia
– -$110K -10,100 Closed
RCM
148
Raleigh Capital Management
North Carolina
– -$13.1K -1,200 Closed
PIS
149
POM Investment Strategies
North Carolina
– -$11.3K -1,033 Closed
SAM
150
Synergy Asset Management
Washington
– -$11.3K -976 Closed
3 4 5
6
7

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.