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PennyMac Financial

94 hedge funds and large institutions have $535M invested in PennyMac Financial in 2019 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

522% more call options, than puts

Call options by funds: $342K | Put options by funds: $55K

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

16% more funds holding

Funds holding: 8194 (+13)

7% more capital invested

Capital invested by funds: $500M → $535M (+$35.7M)

0.71% more ownership

Funds ownership: 30.32%31.04% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
94
Holders Change
+13
Holders Change %
+16.05%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
34
Reduced
28
Closed
8
Calls
$342K
Puts
$55K
Net Calls
+$287K
Net Calls Change
-$549K

PFSI Hedge Fund Activity: Q1 2019 in Review

94 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2019, worth a combined $535M — up 7.1% from $500M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new PFSI positions and 8 closed out — a net gain of 15 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $15.6M. The largest seller was Mangrove Partners, exiting entirely with an estimated $16.3M sold.

  • 94 institutional investors held PennyMac Financial (PFSI) as of Q1 2019, up from 81 in Q4 2018.
  • Funds reported $535M of PennyMac Financial stock for Q1 2019, up 7.1% quarter-over-quarter.
  • 23 funds opened new PennyMac Financial positions in Q1 2019 and 8 closed out, a net change of +15 holders.
  • The largest PennyMac Financial buyer in Q1 2019 was T. Rowe Price Associates, an estimated $15.6M added.
  • The largest PennyMac Financial seller in Q1 2019 was Mangrove Partners, an estimated $16.3M sold.

Based on aggregated 13F filings for Q1 2019.