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PennantPark Floating Rate Capital

111 hedge funds and large institutions have $180M invested in PennantPark Floating Rate Capital in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 23 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

327% more call options, than puts

Call options by funds: $141K | Put options by funds: $33K

109% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 23

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

12% more capital invested

Capital invested by funds: $161M → $180M (+$19.6M)

5% more funds holding

Funds holding: 106111 (+5)

1.47% more ownership

Funds ownership: 22.99%24.46% (+1.5%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
111
Holders Change
+5
Holders Change %
+4.72%
% of All Funds
1.6%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
48
Reduced
23
Closed
13
Calls
$141K
Puts
$33K
Net Calls
+$108K
Net Calls Change
-$289K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1
Sound Income Strategies
Florida
$30.7M -$8.97M -789,984 -23%
AS
2
Altshuler Shaham
Israel
$18.2M -$1.78M -156,930 -9%
VanEck Associates
3
VanEck Associates
New York
$16.9M +$3.55M +312,413 +27%
Two Sigma Investments
4
Two Sigma Investments
New York
$15.2M +$8.02M +706,546 +115%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$12.9M +$5.95M +524,600 +89%
Millennium Management
6
Millennium Management
New York
$9.05M +$7.09M +624,342 +391%
Balyasny Asset Management
7
Balyasny Asset Management
Illinois
$7.8M +$7.68M +676,307 New
Legal & General Group
8
Legal & General Group
United Kingdom
$5.6M +$331K +29,204 +6%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$4.6M +$2M +176,631 +80%
Citadel Advisors
10
Citadel Advisors
Florida
$3.93M -$3.5M -308,800 -48%
Morgan Stanley
11
Morgan Stanley
New York
$3.56M +$128K +11,243 +4%
NW
12
NewEdge Wealth
Pennsylvania
$3.51M -$165K -14,522 -5%
TI
13
Trexquant Investment
Connecticut
$3.24M +$1.85M +163,285 +139%
LPL Financial
14
LPL Financial
California
$3M +$424K +37,358 +17%
AAM
15
Advisors Asset Management
Colorado
$2.97M -$281K -24,759 -9%
BlackRock
16
BlackRock
New York
$2.39M +$5.5K +485 +0.2%
UBS Group
17
UBS Group
Switzerland
$2.29M +$875K +77,108 +63%
CSS
18
Cubist Systematic Strategies
Connecticut
$1.77M +$1.74M +153,281 New
Hudson Bay Capital Management
19
Hudson Bay Capital Management
Connecticut
$1.73M -$3.97M -350,000 -70%
JP Morgan Chase
20
JP Morgan Chase
New York
$1.68M +$1.48M +130,698 +861%
HF
21
HRT Financial
New York
$1.5M +$1.08M +95,144 +273%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$1.41M -$4.54K -400 -0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.37M +$862 +76 +0.1%
PI
24
PFG Investments
New York
$1.21M +$34.6K +3,051 +3%
PA
25
PFG Advisors
Arizona
$1.21M -$39.5K -3,480 -3%

PFLT Hedge Fund Activity: Q2 2024 in Review

111 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PennantPark Floating Rate Capital (PFLT) for Q2 2024, worth a combined $180M — up 12% from $161M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PFLT positions and 13 closed out — a net gain of 7 holders — while 48 added to existing stakes and 23 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $8.02M. The largest seller was Sound Income Strategies, cutting an estimated $8.97M.

  • 111 institutional investors held PennantPark Floating Rate Capital (PFLT) as of Q2 2024, up from 106 in Q1 2024.
  • Funds reported $180M of PennantPark Floating Rate Capital stock for Q2 2024, up 12% quarter-over-quarter.
  • 20 funds opened new PennantPark Floating Rate Capital positions in Q2 2024 and 13 closed out, a net change of +7 holders.
  • The largest PennantPark Floating Rate Capital buyer in Q2 2024 was Two Sigma Investments, an estimated $8.02M added.
  • The largest PennantPark Floating Rate Capital seller in Q2 2024 was Sound Income Strategies, an estimated $8.97M sold.

Based on aggregated 13F filings for Q2 2024.