PennantPark Floating Rate Capital Ownership | Who Owns PennantPark Floating Rate Capital?


OverviewForecastRevenueFinancialsChartTranscripts

PennantPark Floating Rate Capital Ownership Summary


PennantPark Floating Rate Capital is owned by 26.70% institutional investors, 1.12% insiders, and 72.18% retail investors. Sound income strategies is the largest institutional shareholder, holding 4.34% of PFLT shares. Sound Income Strategies Core Plus SMA is the top mutual fund, with 4.77% of its assets in PennantPark Floating Rate Capital shares.

PFLT Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPennantPark Floating Rate Capital26.70%1.12%72.18%
SectorFinancial Services Stocks 43.20%12.55%44.25%
IndustryAsset Management Stocks39.76%8.77%51.48%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Sound Income Strategies Core Plus SMA3.50M4.77%-9.11K
VanEck BDC Income ETF1.71M2.33%-
Sound Income Strategies Income Plus SMA665.71K0.91%-1.73K
iShares Listed Private Eq ETF USD Dist246.69K0.34%-
Undrly Fid DC L&G Fut Wld Mlt Asst MAGJ107.31K0.15%107.31K
Altshuler Shaham Flexible104.95K0.14%-
Sound Enhanced Fixed Income ETF102.17K0.14%-
Virtus Private Credit ETF78.77K0.11%-
Altshuler Shaham – Options Fund51.98K0.07%-
AZ Fd1 AZ Alt Glb Mcr Opp B-AZ C40.00K0.05%-5.00K

Recent Insider Transactions


DateNameRoleActivityValue
Jun 05, 2024Briones Jose A-Buy$19.89K
May 30, 2024Allorto Richard T JR CFO and TreasurerBuy$113.00K
May 28, 2024Briones Jose A-Buy$10.03K
May 13, 2024Briones Jose A-Buy$19.97K
Dec 17, 2020KATZ SAMUEL L-Sell$94.08K

Insider Transactions Trends


DateBuySell
2022 Q2--
2022 Q1--
2021 Q2--
2020 Q4-6
2020 Q21-

PFLT Ownership FAQ


Who Owns PennantPark Floating Rate Capital?

PennantPark Floating Rate Capital shareholders are primarily institutional investors at 26.70%, followed by 1.12% insiders and 72.19% retail investors. The average institutional ownership in PennantPark Floating Rate Capital's industry, Asset Management Stocks, is 39.76%, which PennantPark Floating Rate Capital falls below.

Who owns the most shares of PennantPark Floating Rate Capital?

PennantPark Floating Rate Capital’s largest shareholders are Sound income strategies (2.66M shares, 4.34%), Altshuler shaham (1.57M shares, 2.57%), and Van eck associates (1.47M shares, 2.40%). Together, they hold 9.32% of PennantPark Floating Rate Capital’s total shares outstanding.

Does Blackrock own PennantPark Floating Rate Capital?

BlackRock is not among the top 10 institutional shareholders of PennantPark Floating Rate Capital.

Who is PennantPark Floating Rate Capital’s biggest shareholder by percentage of total assets invested?

Sound income strategies is PennantPark Floating Rate Capital’s biggest shareholder by percentage of total assets invested, with 1.92% of its assets in 2.66M PennantPark Floating Rate Capital shares, valued at 30.66M$.

Who is the top mutual fund holder of PennantPark Floating Rate Capital shares?

Sound Income Strategies Core Plus SMA is the top mutual fund holder of PennantPark Floating Rate Capital shares, with 4.77% of its total shares outstanding invested in 3.5M PennantPark Floating Rate Capital shares.

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