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PennantPark Floating Rate Capital

85 hedge funds and large institutions have $105M invested in PennantPark Floating Rate Capital in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

55% more call options, than puts

Call options by funds: $462K | Put options by funds: $298K

53% more capital invested

Capital invested by funds: $68.8M → $105M (+$36.2M)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

4.03% less ownership

Funds ownership: 36.37%32.34% (-4%)

11% less funds holding

Funds holding: 9685 (-11)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
85
Holders Change
-11
Holders Change %
-11.46%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
10
Increased
28
Reduced
23
Closed
21
Calls
$462K
Puts
$298K
Net Calls
+$164K
Net Calls Change
+$252K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$17.7M -$1.3M -177,168 -8%
AS
2
Altshuler Shaham
Israel
$15.4M
LCP
3
LGT Capital Partners
Switzerland
$7.5M
VanEck Associates
4
VanEck Associates
New York
$4.09M +$90.5K +12,338 +3%
PRCP
5
Pacific Ridge Capital Partners
Oregon
$3.82M +$315K +42,968 +10%
Morgan Stanley
6
Morgan Stanley
New York
$3.27M +$1.5K +204 +0.1%
WFI
7
West Family Investments
California
$2.83M -$310K -42,300 -15%
POIA
8
Pin Oak Investment Advisors
Texas
$2.69M +$4.54K +619 +0.2%
RA
9
Resource America
New York
$2.55M
Two Sigma Advisers
10
Two Sigma Advisers
New York
$2.48M +$63.8K +8,700 +3%
BRWM
11
B. Riley Wealth Management
Tennessee
$2.44M -$14.3K -1,950 -0.7%
Acadian Asset Management
12
Acadian Asset Management
Massachusetts
$2.33M -$62.4K -8,503 -3%
MC
13
Muzinich & Co
New York
$2.3M
Sumitomo Mitsui Trust Group
14
Sumitomo Mitsui Trust Group
Japan
$2.27M
Osaic Holdings
15
Osaic Holdings
Arizona
$2.27M -$377K -51,397 -16%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$2.14M +$408K +55,667 +28%
Legal & General Group
17
Legal & General Group
United Kingdom
$2.13M +$232K +31,587 +14%
BlackRock
18
BlackRock
New York
$1.92M +$148K +20,151 +10%
RVPG
19
Relative Value Partners Group
$1.82M +$374K +51,032 +31%
HighTower Advisors
20
HighTower Advisors
Illinois
$1.59M +$83.4K +11,369 +6%
Two Sigma Investments
21
Two Sigma Investments
New York
$1.47M +$394K +53,724 +45%
PA
22
PFG Advisors
Arizona
$1.43M -$30.5K -4,158 -2%
AAM
23
Advisors Asset Management
Colorado
$1.42M -$131K -17,823 -10%
TFCM
24
Taylor Frigon Capital Management
Arizona
$1.15M +$260K +35,450 +35%
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$1.04M

PFLT Hedge Fund Activity: Q2 2020 in Review

85 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q2 2020, worth a combined $105M — up 53% from $68.8M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of PFLT and 10 opened new positions — a net loss of 11 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Arrowstreet Capital, adding an estimated $408K. The largest seller was Janney Montgomery Scott, cutting an estimated $1.73M.

  • 85 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q2 2020, down from 96 in Q1 2020.
  • Funds reported $105M of PennantPark Floating Rate Capital stock for Q2 2020, up 53% quarter-over-quarter.
  • 10 funds opened new PennantPark Floating Rate Capital positions in Q2 2020 and 21 closed out, a net change of -11 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q2 2020 was Arrowstreet Capital, an estimated $408K added.
  • The largest PennantPark Floating Rate Capital seller in Q2 2020 was Janney Montgomery Scott, an estimated $1.73M sold.

Based on aggregated 13F filings for Q2 2020.