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PennyMac Financial
PFSI

Overview Fund Activity

86 hedge funds and large institutions have $490M invested in PennyMac Financial in 2017 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
+10
Holders Change %
+13.16%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
28
Reduced
28
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$50.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$82M
3
BCM
3
Basswood Capital Management
New York
$39.9M
4
Russell Investments Group
4
Russell Investments Group
United Kingdom
$3.65M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$2.53M

Top Sellers

1
PFMOSF
1
Philadelphia Financial Management of San Francisco
California
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
SM
3
Senvest Management
New York
$40.4M
4
OA
4
Omega Advisors
New York
$33.1M
5
Boston Partners
5
Boston Partners
Massachusetts
$12.7M
Name Market Value Shares Shares
Change 		Shares
Change %
PPA
26
Parametric Portfolio Associates
Washington
$2.37M 106,198 +803 +0.8%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$2.32M 103,649 -2,866 -3%
EMG
28
Ellington Management Group
Connecticut
$2.21M 98,900 -400 -0.4%
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.96M 87,640 -19,797 -18%
IA
30
IndexIQ Advisors
New York
$1.85M 82,605 +31,771 +62%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$1.82M 81,435 +10,692 +15%
AQR Capital Management
32
AQR Capital Management
Connecticut
$1.61M 72,057 -23,410 -25%
QI
33
QS Investors
New York
$1.49M 66,668 -482 -0.7%
TCIM
34
TIAA CREF Investment Management
New York
$1.45M 64,993 +24,071 +59%
Norges Bank
35
Norges Bank
Norway
$1.23M 54,794 – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$1.2M 53,845 +9,681 +22%
Two Sigma Investments
37
Two Sigma Investments
New York
$1.2M 53,713 +53,713 New
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$1.05M 47,093 +47,093 New
USAA
39
United Services Automobile Association
Texas
$1.02M 45,400 +5,500 +14%
UBS Group
40
UBS Group
Switzerland
$906K 40,510 +38,867 +2,366%
Goldman Sachs
41
Goldman Sachs
New York
$860K 38,482 +19,157 +99%
WA
42
WESPAC Advisors
California
$811K 36,271 -15,151 -29%
Charles Schwab
43
Charles Schwab
California
$787K 35,175 +5,375 +18%
AG
44
Aperio Group
California
$706K 31,602 +9,940 +46%
SCM
45
Sterling Capital Management
North Carolina
$615K 27,512 +27,512 New
Prudential Financial
46
Prudential Financial
New Jersey
$599K 26,785 -9,100 -25%
Bessemer Group
47
Bessemer Group
New Jersey
$590K 26,400 +26,400 New
TA
48
Teachers Advisors
New York
$580K 25,950 +847 +3%
Millennium Management
49
Millennium Management
New York
$566K 25,336 +25,336 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$559K 24,999 -454 -2%
1
2
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