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PennyMac Financial

76 hedge funds and large institutions have $341M invested in PennyMac Financial in 2015 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

9% more funds holding

Funds holding: 7076 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.14% less ownership

Funds ownership: 93.26%93.13% (-0.14%)

2% less capital invested

Capital invested by funds: $350M → $341M (-$8.74M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $17K

Holders
76
Holders Change
+6
Holders Change %
+8.57%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
25
Reduced
21
Closed
5
Calls
Puts
$17K
Net Calls
-$17K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$1.55M -$46.6K -2,625 -3%
NFA
27
Nationwide Fund Advisors
Ohio
$955K -$84.7K -4,770 -8%
RFC
28
Russell Frank Company
Washington
$953K -$49.9K -2,812 -5%
TCIM
29
TIAA CREF Investment Management
New York
$864K
GIM
30
Greenwich Investment Management
Connecticut
$774K +$277K +15,585 +52%
MC
31
Menta Capital
California
$765K -$378K -21,302 -32%
Dimensional Fund Advisors
32
Dimensional Fund Advisors
Texas
$722K +$320K +18,024 +74%
BIM
33
BlackRock Investment Management
Delaware
$617K
SIP
34
Stoneridge Investment Partners
Pennsylvania
$611K +$338K +19,012 +112%
D.E. Shaw & Co
35
D.E. Shaw & Co
New York
$603K +$271K +15,237 +75%
Renaissance Technologies
36
Renaissance Technologies
New York
$552K +$171K +9,600 +42%
NI
37
Numeric Investors
Massachusetts
$419K +$439K +24,720 New
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$413K -$7.1K -400 -2%
PAM
39
Paradigm Asset Management
New York
$372K +$12.4K +700 +3%
GCP
40
GSA Capital Partners
United Kingdom
$362K +$379K +21,326 New
Prudential Financial
41
Prudential Financial
New Jersey
$343K +$359K +20,215 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$320K +$13.9K +780 +4%
SAM
43
Symphony Asset Management
California
$318K -$193K -10,890 -37%
TA
44
Teachers Advisors
New York
$310K +$24.2K +1,365 +8%
Charles Schwab
45
Charles Schwab
California
$309K
AWCI
46
Alpine Woods Capital Investors
New York
$299K -$930K -52,379 -75%
GMIM
47
General Motors Investment Management
New York
$293K +$37.4K +2,105 +14%
PPA
48
Parametric Portfolio Associates
Washington
$274K +$25.1K +1,413 +10%
Deutsche Bank
49
Deutsche Bank
Germany
$268K -$132K -7,404 -32%
MAM
50
Martingale Asset Management
Massachusetts
$257K +$268K +15,106 New

PFSI Hedge Fund Activity: Q1 2015 in Review

76 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2015, worth a combined $341M — down 2.5% from $350M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PFSI positions and 5 closed out — a net gain of 6 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Senvest Management, adding an estimated $3.18M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $6.08M.

  • 76 institutional investors held PennyMac Financial (PFSI) as of Q1 2015, up from 70 in Q4 2014.
  • Funds reported $341M of PennyMac Financial stock for Q1 2015, down 2.5% quarter-over-quarter.
  • 11 funds opened new PennyMac Financial positions in Q1 2015 and 5 closed out, a net change of +6 holders.
  • The largest PennyMac Financial buyer in Q1 2015 was Senvest Management, an estimated $3.18M added.
  • The largest PennyMac Financial seller in Q1 2015 was Philadelphia Financial Management of San Francisco, an estimated $6.08M sold.

Based on aggregated 13F filings for Q1 2015.