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PennyMac Financial
PFSI

Overview Fund Activity

202 hedge funds and large institutions have $2.03B invested in PennyMac Financial in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 56 increasing their positions, 88 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
-29
Holders Change %
-12.55%
% of All Funds
3.53%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
39
Increased
56
Reduced
88
Closed
67
Calls
$52.2M
Puts
$84.6M
Net Calls
-$32.4M
Net Calls Change
-$97M

Top Buyers

1
MP
1
MFN Partners
Massachusetts
$218M
2
BCM
2
Basswood Capital Management
New York
$152M
3
BCM
3
BlueCrest Capital Management
Jersey
$19.7M
4
Goldman Sachs
4
Goldman Sachs
New York
$37M
5
CCP
5
Clough Capital Partners
Massachusetts
$60.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$159M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$250M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$0
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$702K
5
KPF
5
K2 Principal Fund
Ontario, Canada
$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Canada Pension Plan Investment Board
176
Canada Pension Plan Investment Board
Ontario, Canada
$48K +$48K +785 New
US Bancorp
177
US Bancorp
Minnesota
$40K +$1.16K +19 +3%
PFBT
178
Parkside Financial Bank & Trust
Missouri
$29K -$254 -4 -0.9%
PHK
179
Point72 Hong Kong
Hong Kong
$26K -$51.3K -822 -66%
NSB
180
Norway Savings Bank
Maine
$20K – – –
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.4K – – –
DOA
182
D'Orazio & Associates
Virginia
$19K +$19K +300 New
CMF
183
Counterpoint Mutual Funds
California
$13K +$13K +207 New
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$12K -$6K -100 -33%
HFM
185
Harvest Fund Management
China
$10K -$31.3K -519 -76%
TWA
186
TCI Wealth Advisors
Arizona
$10K +$539 +9 +6%
WQ
187
Wealth Quarterback
New Jersey
$9K +$9K +145 New
WB
188
Webster Bank
Connecticut
$6K – – –
HWM
189
HighMark Wealth Management
Minnesota
$6K +$59 +1 +1%
TFM
190
TFC Financial Management
Massachusetts
$5K – – –
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
$4K -$137K -2,258 -97%
OIA
192
Optimum Investment Advisors
Illinois
$4K – – –
FMII
193
Farmers & Merchants Investments Inc
Nebraska
$3K +$3K +42 New
LF
194
Lee Financial
Texas
$3K +$3K +48 New
FHA
195
First Horizon Advisors
Tennessee
$2K -$2.28K -49 -53%
HI
196
Harbour Investments
Wisconsin
$2K +$2K +35 New
AIG
197
American International Group
New York
$1.22K -$274 -4,438 -18%
BCA
198
Berman Capital Advisors
Georgia
$1K – – –
PFGIA
199
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +9 New
PCG
200
Private Capital Group
Connecticut
$1K +$1K +15 New
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8
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