PFSI icon

PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $2.01B invested in PennyMac Financial in 2021 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 60 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-2
Holders Change %
-0.99%
% of All Funds
3.51%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
29
Increased
60
Reduced
87
Closed
29
Calls
$72.5M
Puts
$261M
Net Calls
-$188M
Net Calls Change
-$156M

Top Buyers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$45.2M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$22M
3
BCM
3
BlueCrest Capital Management
Jersey
$37.3M
4
CLG
4
Cooperman Leon G
$23.4M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$28.5M

Top Sellers

1
BCM
1
Basswood Capital Management
New York
$117M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$188M
3
Morgan Stanley
3
Morgan Stanley
New York
$7.46M
4
BlackRock
4
BlackRock
New York
$142M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$40K – – –
PFBT
177
Parkside Financial Bank & Trust
Missouri
$28K +$482 +8 +2%
NSB
178
Norway Savings Bank
Maine
$20K – – –
CMF
179
Counterpoint Mutual Funds
California
$20K +$7.57K +126 +61%
DFCM
180
Dark Forest Capital Management
Puerto Rico
$15K -$801K -13,235 -98%
TWA
181
TCI Wealth Advisors
Arizona
$13K +$2.76K +45 +27%
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$12K – – –
HFM
183
Harvest Fund Management
China
$10K – – –
WB
184
Webster Bank
Connecticut
$6K – – –
HWM
185
HighMark Wealth Management
Minnesota
$6K – – –
Barclays
186
Barclays
United Kingdom
$5K -$51.2K -789 -91%
TFM
187
TFC Financial Management
Massachusetts
$5K – – –
CFA
188
Cahill Financial Advisors
Minnesota
$5K +$5K +83 New
Parallax Volatility Advisers
189
Parallax Volatility Advisers
California
$4K -$552 -8 -12%
OIA
190
Optimum Investment Advisors
Illinois
$4K – – –
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4K +$4K +75 New
LF
192
Lee Financial
Texas
$3K – – –
FHA
193
First Horizon Advisors
Tennessee
$2K – – –
HI
194
Harbour Investments
Wisconsin
$2K – – –
MCM
195
Manchester Capital Management
Vermont
$2K +$2K +31 New
PCG
196
Private Capital Group
Connecticut
$1K – – –
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$591 +13 +144%
S
198
SignatureFD
Georgia
$1K +$1K +16 New
CI
199
Cordant Inc
Oregon
$1K +$1K +20 New
BGIM
200
Brandywine Global Investment Management
Pennsylvania
– -$12.5M -202,590 Closed
6 7
8
9 10