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PennantPark Floating Rate Capital

80 hedge funds and large institutions have $120M invested in PennantPark Floating Rate Capital in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.07M | Put options by funds: $792K

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

3% more funds holding

Funds holding: 7880 (+2)

9% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 23

1.63% less ownership

Funds ownership: 25.58%23.95% (-1.6%)

5% less capital invested

Capital invested by funds: $126M → $120M (-$6.92M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
80
Holders Change
+2
Holders Change %
+2.56%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
25
Reduced
23
Closed
12
Calls
$1.07M
Puts
$792K
Net Calls
+$283K
Net Calls Change
-$736K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$29.5M +$72.7K +5,613 +0.2%
AS
2
Altshuler Shaham
Israel
$24.9M
VanEck Associates
3
VanEck Associates
New York
$7.03M -$435K -33,572 -6%
Two Sigma Advisers
4
Two Sigma Advisers
New York
$4.44M -$171K -13,200 -4%
Two Sigma Investments
5
Two Sigma Investments
New York
$3.98M -$537K -41,444 -12%
JMPWA
6
JP Morgan Private Wealth Advisors
California
$3.74M -$22.9K -1,764 -0.6%
BlackRock
7
BlackRock
New York
$3.47M +$495K +38,192 +16%
RVPG
8
Relative Value Partners Group
$3.44M +$11.2K +866 +0.3%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.24M -$208K -16,032 -6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$3.06M +$768K +59,243 +33%
Legal & General Group
11
Legal & General Group
United Kingdom
$2.96M -$211K -16,282 -7%
AAM
12
Advisors Asset Management
Colorado
$2.37M +$708K +54,600 +42%
Morgan Stanley
13
Morgan Stanley
New York
$2.03M -$393K -30,346 -16%
PA
14
PFG Advisors
Arizona
$1.94M -$152K -11,767 -7%
MC
15
Muzinich & Co
New York
$1.85M -$94.2K -7,272 -5%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$1.85M -$94.2K -7,272 -5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$1.56M
HighTower Advisors
18
HighTower Advisors
Illinois
$1.32M -$197K -15,213 -13%
MCM
19
McKinley Capital Management
Alaska
$1.26M +$78.5K +6,061 +7%
Mackenzie Financial
20
Mackenzie Financial
Ontario, Canada
$1.25M +$176K +13,593 +16%
Stifel Financial
21
Stifel Financial
Missouri
$1.02M -$14.1K -1,088 -1%
RIG
22
Roosevelt Investment Group
New York
$901K -$193K -14,902 -17%
AWM
23
AE Wealth Management
Kansas
$858K -$32.7K -2,521 -4%
CIM
24
Confluence Investment Management
Missouri
$837K +$10.9K +844 +1%
CL
25
CSS LLC
Illinois
$762K

PFLT Hedge Fund Activity: Q3 2021 in Review

80 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q3 2021, worth a combined $120M — down 5.5% from $126M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFLT positions and 12 closed out — a net gain of 2 holders — while 25 added to existing stakes and 23 trimmed.

The largest buyer was Hennion & Walsh Asset Management, adding an estimated $768K. The largest seller was Pin Oak Investment Advisors, cutting an estimated $4.35M.

  • 80 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q3 2021, up from 78 in Q2 2021.
  • Funds reported $120M of PennantPark Floating Rate Capital stock for Q3 2021, down 5.5% quarter-over-quarter.
  • 14 funds opened new PennantPark Floating Rate Capital positions in Q3 2021 and 12 closed out, a net change of +2 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q3 2021 was Hennion & Walsh Asset Management, an estimated $768K added.
  • The largest PennantPark Floating Rate Capital seller in Q3 2021 was Pin Oak Investment Advisors, an estimated $4.35M sold.

Based on aggregated 13F filings for Q3 2021.