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PNNT

Pennant Park Investment Corp

135 hedge funds and large institutions have $244M invested in Pennant Park Investment Corp in 2015 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 45 increasing their positions, 48 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

6% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 48

9% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 22

2% less funds holding

Funds holding: 138135 (-3)

10% less capital invested

Capital invested by funds: $272M → $244M (-$27.6M)

86% less call options, than puts

Call options by funds: $11K | Put options by funds: $80K

Holders
135
Holders Change
-3
Holders Change %
-2.17%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
20
Increased
45
Reduced
48
Closed
22
Calls
$11K
Puts
$80K
Net Calls
-$69K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$25.9M -$639K -69,445 -2%
UBS Group
2
UBS Group
Switzerland
$23.2M +$6.01M +653,805 +34%
JP Morgan Chase
3
JP Morgan Chase
New York
$17.5M -$1.19M -129,085 -6%
Invesco
4
Invesco
Georgia
$17.3M +$477K +51,916 +3%
DFG
5
Delphi Financial Group
Delaware
$14M +$1.95M +212,000 +16%
MC
6
Muzinich & Co
New York
$11.2M +$848K +92,256 +8%
CIM
7
Confluence Investment Management
Missouri
$8.66M +$276K +30,002 +3%
PAM
8
PVG Asset Management
Colorado
$8.47M -$1.84M -199,577 -18%
CHA
9
Cedar Hill Associates
Illinois
$7.55M -$418K -45,500 -5%
Two Sigma Investments
10
Two Sigma Investments
New York
$6.33M -$9.96K -1,083 -0.2%
Morgan Stanley
11
Morgan Stanley
New York
$6.27M +$1.78M +193,203 +39%
WFI
12
West Family Investments
California
$5.51M +$1.13M +123,016 +25%
ACM
13
Advisors Capital Management
New Jersey
$5.18M +$450K +48,921 +9%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$4.93M +$1.65M +179,000 +49%
SAM
15
Selway Asset Management
$4.92M -$320K -34,800 -6%
Wells Fargo
16
Wells Fargo
California
$4.12M -$718K -78,089 -15%
N
17
Nuveen
North Carolina
$4.1M +$136K +14,761 +3%
YMRC
18
Yorktown Management & Research Company
Virginia
$3.94M -$1.47M -160,000 -27%
BG
19
BlackRock Group
United Kingdom
$3.58M +$989K +107,610 +37%
GC
20
Guggenheim Capital
Illinois
$3.38M +$152K +16,546 +5%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$3.19M +$850K +92,400 +36%
VanEck Associates
22
VanEck Associates
New York
$2.38M -$57.4K -6,241 -2%
CS
23
Credit Suisse
Switzerland
$2.17M +$30.8K +3,352 +1%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.11M -$51.1K -5,553 -2%
SCM
25
Sterneck Capital Management
Missouri
$2.09M +$213K +23,130 +11%

PNNT Hedge Fund Activity: Q1 2015 in Review

135 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Pennant Park Investment Corp (PNNT) for Q1 2015, worth a combined $244M — down 10% from $272M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of PNNT and 20 opened new positions — a net loss of 2 holders — while 48 trimmed existing stakes and 45 added.

The largest buyer was UBS Group, adding an estimated $6.01M. The largest seller was T. Rowe Price Associates, cutting an estimated $11.6M.

  • 135 institutional investors held Pennant Park Investment Corp (PNNT) as of Q1 2015, down from 138 in Q4 2014.
  • Funds reported $244M of Pennant Park Investment Corp stock for Q1 2015, down 10% quarter-over-quarter.
  • 20 funds opened new Pennant Park Investment Corp positions in Q1 2015 and 22 closed out, a net change of -2 holders.
  • The largest Pennant Park Investment Corp buyer in Q1 2015 was UBS Group, an estimated $6.01M added.
  • The largest Pennant Park Investment Corp seller in Q1 2015 was T. Rowe Price Associates, an estimated $11.6M sold.

Based on aggregated 13F filings for Q1 2015.