PennyMac Financial
PFSI
202 hedge funds and large institutions have $2.04B invested in PennyMac Financial in 2021 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 57 increasing their positions, 87 reducing their positions, and 67 closing their positions.
0.33% more ownership
Funds ownership: 49.11% → 49.44% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
10% less capital invested
Capital invested by funds: $2.27B → $2.04B (-$236M)
13% less funds holding
Funds holding: 231 → 202 (-29)
34% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 87
38% less call options, than puts
Call options by funds: $52.2M | Put options by funds: $84.6M
42% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MP
MFN Partners
Boston,
Massachusetts
|
+$123M |
| 2 |
BCM
Basswood Capital Management
New York
|
+$32.7M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$19.4M |
| 4 |
Goldman Sachs
New York
|
+$16.9M |
| 5 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$14.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$65.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$51.1M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$30.8M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$24.7M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$20.4M |
PFSI Hedge Fund Activity: Q2 2021 in Review
202 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2021, worth a combined $2.04B — down 10% from $2.27B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of PFSI and 39 opened new positions — a net loss of 28 holders — while 87 trimmed existing stakes and 57 added.
The largest buyer was MFN Partners, adding an estimated $123M. The largest seller was BlackRock, cutting an estimated $65.9M.
- 202 institutional investors held PennyMac Financial (PFSI) as of Q2 2021, down from 231 in Q1 2021.
- Funds reported $2.04B of PennyMac Financial stock for Q2 2021, down 10% quarter-over-quarter.
- 39 funds opened new PennyMac Financial positions in Q2 2021 and 67 closed out, a net change of -28 holders.
- The largest PennyMac Financial buyer in Q2 2021 was MFN Partners, an estimated $123M added.
- The largest PennyMac Financial seller in Q2 2021 was BlackRock, an estimated $65.9M sold.
Based on aggregated 13F filings for Q2 2021.