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PennyMac Financial
PFSI

Overview Fund Activity

242 hedge funds and large institutions have $2.41B invested in PennyMac Financial in 2020 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 81 increasing their positions, 82 reducing their positions, and 39 closing their positions.

Holders
242
Holders Change
+19
Holders Change %
+8.52%
% of All Funds
4.29%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.14%
New
60
Increased
81
Reduced
82
Closed
39
Calls
$160M
Puts
$67M
Net Calls
+$93.5M
Net Calls Change
-$30.5M

Top Buyers

1
BlackRock
1
BlackRock
New York
$245M
2
SM
2
Senvest Management
New York
$88M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$49M
4
State Street
4
State Street
Massachusetts
$112M
5
BCM
5
Basswood Capital Management
New York
$101M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$358M
2
Goldman Sachs
2
Goldman Sachs
New York
$14.1M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.79M
4
AL
4
AJO LP
Pennsylvania
$1.8M
5
CGM
5
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
201
Verition Fund Management
Connecticut
$237K +$237K +3,617 New
MSL
202
Mackay Shields LLC
New York
$223K -$538K -8,200 -71%
HSBC Holdings
203
HSBC Holdings
United Kingdom
$221K +$221K +3,392 New
CWM
204
Cornerstone Wealth Management
Missouri
$217K +$217K +3,300 New
SAM
205
Shell Asset Management
Netherlands
$216K +$216K +3,286 New
FAIM
206
Financial Advocates Investment Management
Washington
$212K +$212K +3,227 New
SM
207
Sciencast Management
New Jersey
$211K +$211K +3,563 New
TRCT
208
Tower Research Capital (TRC)
New York
$207K -$3.04M -46,362 -94%
DAS
209
Dynamic Advisor Solutions
Arizona
$207K +$207K +3,149 New
BC
210
Bridgefront Capital
Texas
$207K +$207K +3,158 New
HFM
211
Harvest Fund Management
China
$169K – – –
PGAM
212
Princeton Global Asset Management
New Jersey
$131K +$65.5K +1,000 +100%
FFG
213
Fortem Financial Group
California
$94K +$94K +1,429 New
WAM
214
Wolverine Asset Management
Illinois
$93K +$93K +1,425 New
US Bancorp
215
US Bancorp
Minnesota
$88K +$12.8K +195 +17%
PWM
216
Perigon Wealth Management
California
$86K +$86K +1,310 New
CI Investments Inc
217
CI Investments Inc
Ontario, Canada
$81K +$81K +1,240 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$66K +$6.6K +100 +11%
IA
219
IFP Advisors
Florida
$66K +$26.8K +407 +68%
DSC
220
Duncker Streett & Co
Missouri
$39K – – –
CAM
221
CenterStar Asset Management
Illinois
$32K – – –
QCG
222
Quadrant Capital Group
Ohio
$30K +$30K +460 New
NSB
223
Norway Savings Bank
Maine
$21K – – –
PNC Financial Services Group
224
PNC Financial Services Group
Pennsylvania
$20K +$13.3K +200 +200%
IA
225
Inspire Advisors
Idaho
$20K +$20K +300 New
7 8
9
10 11