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PennyMac Financial

75 hedge funds and large institutions have $302M invested in PennyMac Financial in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.59% more ownership

Funds ownership: 91.47%93.06% (+1.6%)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

1% more capital invested

Capital invested by funds: $300M → $302M (+$1.53M)

0% more funds holding

Funds holding: 7575 (0)

14% less call options, than puts

Call options by funds: $25K | Put options by funds: $29K

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

Holders
75
Holders Change
Holders Change %
0%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
17
Reduced
25
Closed
12
Calls
$25K
Puts
$29K
Net Calls
-$4K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1
Omega Advisors
New York
$48.2M +$50.2M +3,291,600 New
BlackRock
2
BlackRock
New York
$31.6M
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$30.8M +$195K +12,800 +0.6%
BM
4
Bridger Management
New York
$28.2M
MVP
5
Miller Value Partners
Florida
$22.8M +$707K +46,400 +3%
SM
6
Senvest Management
New York
$22.1M
SLCM
7
Seven Locks Capital Management
New York
$21.6M +$6.81M +446,533 +43%
Vanguard Group
8
Vanguard Group
Pennsylvania
$15.3M +$216K +14,163 +1%
BCM
9
Basswood Capital Management
New York
$14.2M -$208K -13,641 -1%
LPC
10
Long Pond Capital
New York
$6.89M +$7.17M +470,000 New
PFMOSF
11
Philadelphia Financial Management of San Francisco
California
$5.39M +$5.61M +367,877 New
BFA
12
BlackRock Fund Advisors
California
$4.74M
TCGI
13
Three Corner Global Investors
New York
$3.8M
BTS
14
BB&T Securities
Virginia
$3.79M +$13.7K +900 +4%
WSA
15
Wall Street Associates
California
$3.41M -$1.81M -118,400 -34%
WA
16
Wasatch Advisors
Utah
$3.09M +$3.22M +210,960 New
SFM
17
Soros Fund Management
New York
$2.75M
State Street
18
State Street
Massachusetts
$2.71M -$46.5K -3,051 -2%
GIM
19
Greenwich Investment Management
Connecticut
$2.41M -$153K -10,060 -6%
Northern Trust
20
Northern Trust
Illinois
$2.28M +$38.5K +2,525 +2%
Wells Fargo
21
Wells Fargo
California
$2.24M -$2.52K -165 -0.1%
JP Morgan Chase
22
JP Morgan Chase
New York
$1.79M +$1.86M +122,021 New
BIT
23
BlackRock Institutional Trust
California
$1.66M -$1.84K -121 -0.1%
CCA
24
Canyon Capital Advisors
Texas
$1.6M -$9.14M -599,400 -85%
NIMC
25
NWQ Investment Management Company
California
$1.59M -$671 -44 -0%

PFSI Hedge Fund Activity: Q3 2014 in Review

75 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q3 2014, worth a combined $302M — up 0.51% from $300M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PFSI positions and 12 closed out — a net gain of 1 holder — while 17 added to existing stakes and 25 trimmed.

The largest buyer was Long Pond Capital, opening a new position worth an estimated $7.17M. The largest seller was Canyon Capital Advisors, cutting an estimated $9.14M.

  • 75 institutional investors held PennyMac Financial (PFSI) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $302M of PennyMac Financial stock for Q3 2014, up 0.51% quarter-over-quarter.
  • 13 funds opened new PennyMac Financial positions in Q3 2014 and 12 closed out, a net change of +1 holder.
  • The largest PennyMac Financial buyer in Q3 2014 was Long Pond Capital, an estimated $7.17M added.
  • The largest PennyMac Financial seller in Q3 2014 was Canyon Capital Advisors, an estimated $9.14M sold.

Based on aggregated 13F filings for Q3 2014.