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PennyMac Financial
PFSI

Overview Fund Activity

242 hedge funds and large institutions have $2.41B invested in PennyMac Financial in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
60
Increased
81
Reduced
82
Closed
39
Calls
$160M
Puts
$67M
Net Calls
+$93.5M
Net Calls Change
-$30.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$245M
2
SM
2
Senvest Management
New York
$88M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$49M
4
State Street
4
State Street
Massachusetts
$112M
5
BCM
5
Basswood Capital Management
New York
$101M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$358M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.79M
4
AL
4
AJO LP
Pennsylvania
$1.8M
5
CGM
5
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
226
Pacifica Partners
Canada
$17K +$17K +250 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$16K -$6.27K -94 -28%
Northwestern Mutual Wealth Management
228
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +229 New
VCM
229
Versant Capital Management
Arizona
$8K – – –
HWM
230
HighMark Wealth Management
Minnesota
$7K – – –
WB
231
Webster Bank
Connecticut
$7K – – –
TFM
232
TFC Financial Management
Massachusetts
$6K +$2.61K +37 +77%
CFGS
233
Concourse Financial Group Securities
Alabama
$6K +$6K +84 New
TWA
234
TCI Wealth Advisors
Arizona
$5K – – –
SFS
235
Sowell Financial Services
Arkansas
$5K – – –
OIA
236
Optimum Investment Advisors
Illinois
$4K – – –
ASN
237
Advisory Services Network
Georgia
$2K – – –
ADIM
238
Alpha DNA Investment Management
Maryland
$2K +$2K +43 New
AIG
239
American International Group
New York
$1.62K -$46 -707 -3%
AssetMark Inc
240
AssetMark Inc
California
$1K -$364 -4 -27%
PWPS
241
Pinnacle Wealth Planning Services
Ohio
$1K +$1K +22 New
FHA
242
First Horizon Advisors
Tennessee
$1K +$1K +22 New
BCA
243
Berman Capital Advisors
Georgia
$1K +$1K +23 New
CGM
244
Capital Growth Management
Massachusetts
– -$17.7M -305,000 Closed
SCM
245
SG Capital Management
Illinois
– -$6.54M -112,470 Closed
Voloridge Investment Management
246
Voloridge Investment Management
Florida
– -$5.81M -100,038 Closed
FP
247
Foundry Partners
Minnesota
– -$5.68M -97,671 Closed
Wellington Management Group
248
Wellington Management Group
Massachusetts
– -$4.97M -85,425 Closed
EMFAT
249
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$4.31M -74,190 Closed
MPAM
250
Monarch Partners Asset Management
Massachusetts
– -$4.05M -69,726 Closed
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