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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 Holding Trade Value Shares
Change 		Shares
Change %
AG
101
Algert Global
California
$1.47M +$1.47M +21,927 New
BNP Paribas Financial Markets
102
BNP Paribas Financial Markets
France
$1.47M +$610K +9,126 +71%
RJFSA
103
Raymond James Financial Services Advisors
Florida
$1.43M +$168K +2,508 +13%
SO
104
STRS Ohio
Ohio
$1.4M +$66.8K +1,000 +5%
Citadel Advisors
105
Citadel Advisors
Florida
$1.37M -$8.79M -131,450 -86%
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$1.37M -$344K -5,145 -20%
P
107
&Partners
Tennessee
$1.32M +$1.32M +19,725 New
Balyasny Asset Management
108
Balyasny Asset Management
Illinois
$1.3M +$981K +14,663 +311%
MAM
109
Meeder Asset Management
Ohio
$1.29M +$1.29M +19,229 New
UBS Group
110
UBS Group
Switzerland
$1.26M -$395K -5,906 -24%
VOYA Investment Management
111
VOYA Investment Management
Georgia
$1.22M -$9.43K -141 -0.8%
Creative Planning
112
Creative Planning
Kansas
$1.21M -$39.6K -592 -3%
SWRP
113
Summit Wealth & Retirement Planning
California
$1.19M +$15.5K +231 +1%
Two Sigma Investments
114
Two Sigma Investments
New York
$1.18M +$1.18M +17,600 New
ACM
115
Ativo Capital Management
Illinois
$1.17M +$9.63K +144 +0.8%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$1.17M +$142K +2,116 +14%
AU
117
Algebris (UK)
United Kingdom
$1.13M +$450K +6,726 +66%
ASRS
118
Arizona State Retirement System
Arizona
$1.13M +$5.08K +76 +0.5%
State Board of Administration of Florida Retirement System
119
State Board of Administration of Florida Retirement System
Florida
$1.12M -$115K -1,720 -9%
Truist Financial
120
Truist Financial
North Carolina
$1.11M -$226K -3,378 -17%
AIA
121
Affinity Investment Advisors
California
$1.11M – – –
JCIA
122
Jackson Creek Investment Advisors
Colorado
$1.1M -$32.6K -488 -3%
MIM
123
MetLife Investment Management
New Jersey
$1.09M -$112K -1,670 -9%
GC
124
Globeflex Capital
California
$1.09M – – –
Victory Capital Management
125
Victory Capital Management
Texas
$1.06M -$141K -2,113 -12%
3 4
5
6 7