PennyMac Financial
PFSI
151 hedge funds and large institutions have $1.41B invested in PennyMac Financial in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 15 closing their positions.
3,440% more call options, than puts
Call options by funds: $17M | Put options by funds: $480K
147% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 15
16% more capital invested
Capital invested by funds: $1.21B → $1.41B (+$196M)
16% more funds holding
Funds holding: 130 → 151 (+21)
1.95% more ownership
Funds ownership: 50.83% → 52.79% (+2%)
2% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 48
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$20.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$14.2M |
| 3 |
Renaissance Technologies
New York
|
+$13.7M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$8.83M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$6.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$7.78M |
| 3 |
BAM
Bayview Asset Management
Coral Gables,
Florida
|
-$6.99M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$5.03M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$4.16M |
PFSI Hedge Fund Activity: Q4 2019 in Review
151 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q4 2019, worth a combined $1.41B — up 16% from $1.21B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PFSI positions and 15 closed out — a net gain of 22 holders — while 49 added to existing stakes and 48 trimmed.
The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $20.7M. The largest seller was Morgan Stanley, cutting an estimated $19M.
- 151 institutional investors held PennyMac Financial (PFSI) as of Q4 2019, up from 130 in Q3 2019.
- Funds reported $1.41B of PennyMac Financial stock for Q4 2019, up 16% quarter-over-quarter.
- 37 funds opened new PennyMac Financial positions in Q4 2019 and 15 closed out, a net change of +22 holders.
- The largest PennyMac Financial buyer in Q4 2019 was Loomis, Sayles & Company, an estimated $20.7M added.
- The largest PennyMac Financial seller in Q4 2019 was Morgan Stanley, an estimated $19M sold.
Based on aggregated 13F filings for Q4 2019.