Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pennantpark Floating Rate Ca (PFLT)

125 + 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
↓ -10
Streak
2Q ▼
Buyers last Q
49%

Smart Money Signals — PFLT

Based on 127 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their PFLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
127 funds currently hold this stock — 92% of the 3.0-year high of 138 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding PFLT is almost the same as a year ago (+3 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 49% buying

65 buying68 selling
Last quarter: 68 funds reduced or exited vs 65 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.
⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 29 → 26 → 27 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 28% medium ■ 24% new
62 out of 127 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.
➡️

Steady discovery — ~21 new funds/quarter

18 → 29 → 26 → 27 → 21 new funds/Q
New funds entering each quarter: 29 → 26 → 27 → 21. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 55% veterans vs 31% newcomers

■ 55% veterans ■ 14% 1-2yr ■ 31% new
Entry-cohort mix of 131 holders: 72 (55%) are 2+ year veterans, 18 entered 1–2 years ago, and 41 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
23 of 125 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 2026 Q2, 65 hedge funds were net buyers of PFLT (21 opened a new position, 44 added to an existing one), while 68 reduced or exited (37 trimmed, 31 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. Net selling has persisted for two consecutive quarters. 39% of total institutional value in PFLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -10 funds (more exits than new entries). Total institutional holders: 127.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: PFLT
125 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 125 137 -8.76%
13F Shares 22M 21M 5.69%
Total Value $164M $153M 7.45%
New Positions 21 27 -6
Increased Positions 44 48 -4
Closed Positions 31 28 +3
Reduced Positions 36 36 -
Total Calls 3 3 -
Total Puts 2 2 -
PUT/CALL Ratio 0.67 0.67 Bullish

Statistics: PFLT

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Institutional Holders (2026 Q2)

125 + investors

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

QUARTER:
Top 25 PFLT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sound Income Strategies, LLC 1.75% 5,222,616 $39.1M
2 GraniteShares Advisors LLC 1.45% 302,342 $2.3M
3 Diameter Capital Partners LP 0.54% 900,000 $6.7M
4 MQS Management LLC 0.45% 49,574 $371K
5 Muzinich & Co., Inc. 0.44% 172,096 $1.3M
6 Black Maple Capital Management LP 0.11% 25,000 $187K
7 Virtus Investment Advisers, LLC 0.10% 58,934 $441K
8 Altshuler Shaham Ltd 0.10% 1,029,172 $7.7M
9 Naviter Wealth, LLC 0.08% 116,148 $879K
10 Yelin Lapidot Holdings Management Ltd. 0.08% 54,927 $411K
11 Miller Financial Services LLC 0.07% 11,203 $84K
12 Strategic Financial Concepts, LLC 0.05% 24,700 $185K
13 Beacon Investment Advisors LLC 0.05% 21,821 $163K
14 BCO Wealth Management LLC 0.05% 12,019 $90K
15 Independent Advisor Alliance 0.05% 271,050 $2.0M
16 Advisors Asset Management, Inc. 0.04% 377,174 $2.8M
17 PW Nova Financial Services LLC 0.04% 23,244 $174K
18 Westbourne Investments, INC. 0.03% 11,000 $82K
19 Allied Private Wealth LLC 0.03% 7,153 $51K
20 Denali Advisors LLC 0.03% 43,052 $322K
21 PFG Investments, LLC 0.03% 104,583 $782K
22 Krilogy Financial LLC 0.03% 123,880 $927K
23 Garner Asset Management Corp 0.03% 11,216 $84K
24 Investment Partners, LTD. 0.02% 10,000 $75K
25 Sovran Advisors, LLC 0.02% 39,124 $278K
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their PFLT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFLT?

More sellers than buyers — 49% buying: Last quarter: 68 funds reduced or exited vs 65 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 — 39% AUM from major funds: 23 of 125 holders rank in the top 100 by AUM, accounting for 39% 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?

49% of holders stayed for 2+ years: 62 out of 127 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.

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