Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pennantpark Floating Rate Ca (PFLT)

137 + 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
→ 0
Streak
1Q —
Buyers last Q
54%

Smart Money Signals — PFLT

Based on 137 hedge funds · latest filing: 2026 Q1 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
137 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.
🟡

Slight buying edge — 54% buying

75 buying63 selling
Last quarter: 75 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~27 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 29 → 26 → 27. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

42% of holders stayed for 2+ years

■ 42% conviction (2yr+) ■ 28% medium ■ 30% new
58 out of 137 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.
💎

Buying through price weakness — shares -8%, value -29%

Value
-28%
Shares
-8%
Last quarter: funds added -8% more shares while total portfolio value only changed -29%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

28 → 17 → 29 → 26 → 27 new funds/Q
New funds entering each quarter: 17 → 29 → 26 → 27. A growing number of institutions are discovering PFLT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 49% of holders stayed 2+ years

■ 49% veterans ■ 15% 1-2yr ■ 36% new
Of 139 current holders: 68 (49%) 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 — 33% AUM from major funds

33% from top-100 AUM funds
21 of 137 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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 Q1, 75 hedge funds were net buyers of PFLT (27 opened a new position, 48 added to an existing one), while 63 reduced or exited (36 trimmed, 27 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 33% of total institutional value in PFLT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 137.

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

-- --

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

Is It Too Late to Buy Pennantpark Floating Rate Ca (PFLT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFLT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PFLT
-3.7%
XLF
+1220.3%

PFLT outperformed XLF by -1224.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PFLT
-8.7%
XLF
+4.8%

Since the filing became public, PFLT outperformed XLF by -13.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 1 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PFLT
137 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 137 137 -
13F Shares 21M 23M -8.19%
Total Value $153M $214M -28.57%
New Positions 27 26 +1
Increased Positions 48 37 +11
Closed Positions 27 24 +3
Reduced Positions 36 45 -9
Total Calls 3 2 50.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 1.5 Bullish

Statistics: PFLT

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Institutional Holders (2026 Q1)

137 + 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 Q1 · 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 Diameter Capital Partners LP 1.25% 1,655,246 $13.3M
4 Muzinich & Co., Inc. 0.48% 171,904 $1.4M
5 Andina Capital Management, LLC 0.33% 46,947 $377K
6 VARCOV Co. 0.26% 85,730 $689K
7 Kw Wealth Management LLC 0.18% 13,002 $121K
8 Virtus Investment Advisers, LLC 0.17% 75,014 $603K
9 Altshuler Shaham Ltd 0.15% 1,029,172 $8.3M
10 Oxford Asset Management LLP 0.13% 37,243 $299K
11 Yelin Lapidot Holdings Management Ltd. 0.12% 74,427 $598K
12 Miller Financial Services LLC 0.10% 10,792 $87K
13 Naviter Wealth, LLC 0.08% 78,217 $636K
14 Beacon Investment Advisors LLC 0.06% 21,346 $172K
15 BCO Wealth Management LLC 0.06% 12,019 $97K
16 PFG Investments, LLC 0.05% 140,523 $1.1M
17 Strategic Financial Concepts, LLC 0.05% 26,239 $211K
18 Nebula Research & Development LLC 0.05% 56,045 $579K
19 Advisors Asset Management, Inc. 0.05% 359,336 $2.9M
20 Denali Advisors LLC 0.04% 47,034 $378K
21 Westend Capital Management, LLC 0.04% 17,118 $138K
22 PW Nova Financial Services LLC 0.04% 11,309 $106K
23 Westbourne Investments, INC. 0.04% 10,500 $84K
24 PFG Advisors 0.04% 99,022 $796K
25 Garner Asset Management Corp 0.04% 12,057 $97K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PFLT?

Slight buying edge — 54% buying: Last quarter: 75 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PFLT holders?

Strong quality — 33% AUM from major funds: 21 of 137 holders rank in the top 100 by AUM, accounting for 33% 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?

42% of holders stayed for 2+ years: 58 out of 137 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.

Is it too late to buy Pennantpark Floating Rate Ca (PFLT) following the 2026 Q1 hedge fund 13F filings?

As of today, PFLT has moved -8.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -13.5%. Since the quarter end (March 31, 2026), PFLT has gained -3.7% vs +1220.3% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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