PFSI icon

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.

New
Increased
Maintained
Reduced
Closed
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
MFN Partners
Massachusetts
$101M
2
SM
Senvest Management
New York
$133M
3
BCM
Basswood Capital Management
New York
$129M
4
GLA
Great Lakes Advisors
Illinois
$17.4M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$17.3M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$28M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$327M
3
Vanguard Group
Vanguard Group
Pennsylvania
$242M
4
CCP
Clough Capital Partners
Massachusetts
$49.5M
5
SFM
Soros Fund Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
176
Principal Financial Group
Iowa
$326K +$77.1K +1,152 +31%
LSV Asset Management
177
LSV Asset Management
Illinois
$324K +$324K +4,854 New
ECM
178
ExodusPoint Capital Management
New York
$323K -$1.54M -23,001 -83%
Federated Hermes
179
Federated Hermes
Pennsylvania
$321K -$5.19M -77,566 -94%
VI
180
Versor Investments
New York
$318K +$318K +4,761 New
PAMU
181
Pictet Asset Management (UK)
United Kingdom
$303K -$46.8K -700 -13%
Sumitomo Mitsui Trust Group
182
Sumitomo Mitsui Trust Group
Japan
$267K +$267K +4,000 New
Canada Life
183
Canada Life
Manitoba, Canada
$263K -$34.4K -515 -12%
TRCT
184
Tower Research Capital (TRC)
New York
$256K +$45.3K +678 +22%
DT
185
Diversified Trust
Tennessee
$250K -$25.7K -385 -9%
OR
186
Olympiad Research
Connecticut
$250K +$250K +3,737 New
AB
187
Amalgamated Bank
New York
$245K -$24.5K -366 -9%
CAPTRUST Financial Advisors
188
CAPTRUST Financial Advisors
North Carolina
$240K +$240K +3,586 New
AIP
189
Ameritas Investment Partners
Nebraska
$226K -$15.7K -235 -6%
YIH
190
Y-Intercept (HK)
Hong Kong
$224K +$224K +3,342 New
CWM
191
Cornerstone Wealth Management
Missouri
$223K +$2.8K +42 +1%
SAM
192
Shell Asset Management
Netherlands
$220K – – –
RWA
193
Redhawk Wealth Advisors
Minnesota
$220K +$220K +3,284 New
IA
194
IFP Advisors
Florida
$212K +$145K +2,170 +216%
OAM
195
Oberweis Asset Management
Illinois
$207K +$207K +3,100 New
Parallax Volatility Advisers
196
Parallax Volatility Advisers
California
$155K -$1.09M -16,395 -88%
Macquarie Group
197
Macquarie Group
Australia
$155K -$320K -4,780 -67%
Toronto Dominion Bank
198
Toronto Dominion Bank
Ontario, Canada
$113K -$133K -1,994 -54%
PHK
199
Point72 Hong Kong
Hong Kong
$83K +$83K +1,239 New
Bank of Montreal
200
Bank of Montreal
Ontario, Canada
$70K -$319K -5,393 -82%
6 7
8
9 10