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PennyMac Financial
PFSI

55 hedge funds and large institutions have $254M invested in PennyMac Financial in 2013 Q2 according to their latest regulatory filings, with 55 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

94.56% more ownership

Funds ownership: 0% → 94.56% (+95%)

Holders
55
Holders Change
+55
Holders Change %
–
% of All Funds
1.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
55
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CLG
1
Cooperman Leon G
$58.7M +$57.9M +2,759,600 New
BM
2
Bridger Management
New York
$31.9M +$31.5M +1,500,000 New
MVP
3
Miller Value Partners
Florida
$18.6M +$18.4M +874,700 New
SM
4
Senvest Management
New York
$18.3M +$18.1M +859,730 New
NIMC
5
NWQ Investment Management Company
California
$17.5M +$17.3M +822,766 New
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$14.7M +$14.5M +691,100 New
Westfield Capital Management
7
Westfield Capital Management
Massachusetts
$10.8M +$10.7M +508,580 New
Citadel Advisors
8
Citadel Advisors
Florida
$8.12M +$8.01M +381,624 New
JAM
9
Jacobs Asset Management
New York
$7.71M +$7.61M +362,642 New
BCM
10
Basswood Capital Management
New York
$6.55M +$6.47M +308,122 New
SAM
11
Serengeti Asset Management
New York
$6.38M +$6.3M +300,000 New
BFA
12
BlackRock Fund Advisors
California
$6.33M +$6.25M +297,686 New
WSA
13
Wall Street Associates
California
$5.92M +$5.84M +278,200 New
Wells Fargo
14
Wells Fargo
California
$5.78M +$5.7M +271,614 New
Vanguard Group
15
Vanguard Group
Pennsylvania
$3.83M +$3.78M +180,000 New
BIT
16
BlackRock Institutional Trust
California
$2.99M +$2.95M +140,589 New
MIM
17
Merit Investment Management
Delaware
$2.79M +$2.75M +131,087 New
Morgan Stanley
18
Morgan Stanley
New York
$2.71M +$2.67M +127,286 New
State Street
19
State Street
Massachusetts
$2.68M +$2.65M +126,200 New
PAM
20
Panagora Asset Management
Massachusetts
$2.59M +$2.55M +121,682 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.08M +$2.06M +97,949 New
SAM
22
Symphony Asset Management
California
$1.63M +$1.61M +76,449 New
Northern Trust
23
Northern Trust
Illinois
$1.59M +$1.57M +74,556 New
TCIM
24
TIAA CREF Investment Management
New York
$1.27M +$1.25M +59,714 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.19M +$1.17M +55,704 New
1
2 3

PFSI Hedge Fund Activity: Q2 2013 in Review

55 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2013, worth a combined $254M.

Buyers outnumbered sellers: 55 funds opened new PFSI positions and 0 closed out — a net gain of 55 holders — while 0 added to existing stakes and 0 trimmed.

  • 55 institutional investors held PennyMac Financial (PFSI) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $254M of PennyMac Financial stock for Q2 2013.
  • 55 funds opened new PennyMac Financial positions in Q2 2013 and 0 closed out, a net change of +55 holders.

Based on aggregated 13F filings for Q2 2013.