PennyMac Financial
PFSI
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.
120% more call options, than puts
Call options by funds: $118M | Put options by funds: $53.7M
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
1.7% less ownership
Funds ownership: 50.81% → 49.11% (-1.7%)
5% less funds holding
Funds holding: 242 → 231 (-11)
6% less capital invested
Capital invested by funds: $2.41B → $2.27B (-$144M)
18% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 57
24% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
+$93.6M |
| 2 |
SM
Senvest Management
New York
|
+$39.7M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$23.9M |
| 4 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$16.1M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$14.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$69.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$34.5M |
| 3 |
SFM
Soros Fund Management
New York
|
-$28.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$27.4M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$27.1M |
PFSI Hedge Fund Activity: Q1 2021 in Review
231 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2021, worth a combined $2.27B — down 6% from $2.41B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of PFSI and 47 opened new positions — a net loss of 10 holders — while 93 trimmed existing stakes and 71 added.
The largest buyer was MFN Partners, opening a new position worth an estimated $93.6M. The largest seller was Dimensional Fund Advisors, cutting an estimated $69.6M.
- 231 institutional investors held PennyMac Financial (PFSI) as of Q1 2021, down from 242 in Q4 2020.
- Funds reported $2.27B of PennyMac Financial stock for Q1 2021, down 6% quarter-over-quarter.
- 47 funds opened new PennyMac Financial positions in Q1 2021 and 57 closed out, a net change of -10 holders.
- The largest PennyMac Financial buyer in Q1 2021 was MFN Partners, an estimated $93.6M added.
- The largest PennyMac Financial seller in Q1 2021 was Dimensional Fund Advisors, an estimated $69.6M sold.
Based on aggregated 13F filings for Q1 2021.