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PennyMac Financial
PFSI

Overview Fund Activity

231 hedge funds and large institutions have $2.27B invested in PennyMac Financial in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 71 increasing their positions, 93 reducing their positions, and 57 closing their positions.

Holders
231
Holders Change
-11
Holders Change %
-4.55%
% of All Funds
4.07%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
47
Increased
71
Reduced
93
Closed
57
Calls
$118M
Puts
$53.7M
Net Calls
+$64.6M
Net Calls Change
-$28.9M

Top Buyers

1
MP
1
MFN Partners
Massachusetts
$101M
2
SM
2
Senvest Management
New York
$133M
3
BCM
3
Basswood Capital Management
New York
$129M
4
GLA
4
Great Lakes Advisors
Illinois
$17.4M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$17.3M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$28M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$327M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$242M
4
CCP
4
Clough Capital Partners
Massachusetts
$49.5M
5
SFM
5
Soros Fund Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
276
Financial Advocates Investment Management
Washington
– – -3,227 Closed
BC
277
Bridgefront Capital
Texas
– – -3,158 Closed
DAS
278
Dynamic Advisor Solutions
Arizona
– – -3,149 Closed
PGAM
279
Princeton Global Asset Management
New Jersey
– – -2,000 Closed
FFG
280
Fortem Financial Group
California
– – -1,429 Closed
WAM
281
Wolverine Asset Management
Illinois
– – -1,425 Closed
PWM
282
Perigon Wealth Management
California
– – -1,310 Closed
DSC
283
Duncker Streett & Co
Missouri
– – -600 Closed
IA
284
Inspire Advisors
Idaho
– – -300 Closed
Northwestern Mutual Wealth Management
285
Northwestern Mutual Wealth Management
Wisconsin
– – -229 Closed
ADIM
286
Alpha DNA Investment Management
Maryland
– – -43 Closed
ASN
287
Advisory Services Network
Georgia
– – -29 Closed
PWPS
288
Pinnacle Wealth Planning Services
Ohio
– – -22 Closed
Group One Trading
289
Group One Trading
Illinois
– – – –
HT
290
HAP Trading
New York
– – – –
PFO
291
Pathstone Family Office
New Jersey
– – – –
CLCM
292
Crawford Lake Capital Management
New Jersey
– – – –
PI
293
PEAK6 Investments
Illinois
– – – –
EAM
294
Erste Asset Management
Austria
– – – –
CM
295
Caption Management
Oklahoma
– – – –
CAM
296
CenterStar Asset Management
Illinois
– – – –
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12