Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PENNANTPARK FLOATING RATE CA (PFLT)

129 + Investors. Track Smart Money conviction in PFLT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
47%

Smart Money Signals — PFLT

Based on 126 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added PFLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
126 hedge funds hold PFLT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

59 buying67 selling
Last quarter: 67 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 26 → 16 → 26 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 25% medium ■ 24% new
64 out of 126 hedge funds have held PFLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

33 → 26 → 16 → 26 → 24 new funds/Q
New funds entering each quarter: 26 → 16 → 26 → 24. A growing number of institutions are discovering PFLT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Of 129 current holders: 71 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
15 of 126 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PFLT

In 2025 Q4, 59 hedge funds were net buyers of PFLT (24 opened a new position, 35 added to an existing one), while 67 reduced or exited (44 trimmed, 23 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 22% of total institutional value in PFLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 126.

Hedge Fund Ownership: PFLT

How many hedge funds hold PFLT — quarterly history vs. share price
Quarterly hedge fund ownership of PFLT vs. share price

Market Analysis: PFLT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFLT

Financial Services Asset Management

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 1 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: PFLT
2026 Q1 Stats Unlock in 5 days 129 + Investors

Track Smart Money conviction in PFLT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 129 126 2.38%
13F Shares 23M 22M 4.62%
Total Value $212M $192M 10.21%
New Positions 24 26 -2
Increased Positions 35 55 -20
Closed Positions 23 17 +6
Reduced Positions 47 21 +26
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: PFLT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

129 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFLT. Verified SEC 13F-HR filings.

Top 25 institutional holders of PFLT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Income Strategies, LLC 1.91% 4,940,809 $39.6M
2 GraniteShares Advisors LLC 1.52% 262,767 $2.1M
3 Muzinich & Co., Inc. 0.48% 171,904 $1.4M
4 Andina Capital Management, LLC 0.33% 46,947 $377K
5 KW WEALTH MANAGEMENT LLC 0.18% 13,002 $121K
6 Virtus Investment Advisers, LLC 0.17% 75,014 $603K
7 Yelin Lapidot Holdings Management Ltd. 0.12% 74,427 $598K
8 Miller Financial Services LLC 0.10% 10,792 $87K
9 Naviter Wealth, LLC 0.08% 78,217 $636K
10 BEACON INVESTMENT ADVISORS LLC 0.06% 21,346 $172K
11 BCO Wealth Management LLC 0.06% 12,019 $97K
12 PFG Investments, LLC 0.05% 140,523 $1.1M
13 Strategic Financial Concepts, LLC 0.05% 26,239 $211K
14 DENALI ADVISORS LLC 0.04% 47,034 $378K
15 Westend Capital Management, LLC 0.04% 17,118 $138K
16 PW Nova Financial Services LLC 0.04% 11,309 $106K
17 PFG Advisors 0.04% 99,022 $796K
18 Garner Asset Management Corp 0.04% 12,057 $97K
19 Krilogy Financial LLC 0.03% 123,880 $1.1M
20 Key Capital Management, INC 0.03% 5,439 $44K
21 INVESTMENT PARTNERS, LTD. 0.03% 10,000 $80K
22 Sovran Advisors, LLC 0.03% 37,801 $339K
23 CALTON & ASSOCIATES, INC. 0.02% 20,574 $165K
24 MPWM ADVISORY SOLUTIONS, LLC 0.02% 5,000 $40K
25 NewEdge Wealth, LLC 0.02% 177,682 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PENNANTPARK FLOATING RATE CA (PFLT)

What does the Smart Money Trend signal show for PFLT?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added PFLT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PFLT?

More sellers than buyers — 47% buying: Last quarter: 67 funds reduced or exited vs 59 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFLT holders?

Strong quality — 22% AUM from major funds: 15 of 126 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PFLT?

51% of holders stayed for 2+ years: 64 out of 126 hedge funds have held PFLT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.