PennyMac Financial
PFSI
186 hedge funds and large institutions have $1.69B invested in PennyMac Financial in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 41 closing their positions.
5.99% more ownership
Funds ownership: 51.42% → 57.4% (+6%)
9% less funds holding
Funds holding: 204 → 186 (-18)
11% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 75
20% less capital invested
Capital invested by funds: $2.12B → $1.69B (-$426M)
37% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 41
43% less funds holding in top 10
Funds holding in top 10: 7 → 4 (-3)
79% less call options, than puts
Call options by funds: $46.7M | Put options by funds: $227M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$36.4M |
| 2 |
EIP
Epoch Investment Partners
New York
|
+$35.9M |
| 3 |
MP
MFN Partners
Boston,
Massachusetts
|
+$33.6M |
| 4 |
Goldman Sachs
New York
|
+$32.6M |
| 5 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$79.8M |
| 2 |
BCM
Basswood Capital Management
New York
|
-$25M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$23.2M |
| 4 |
Lazard Asset Management
New York
|
-$16.5M |
| 5 |
Two Sigma Investments
New York
|
-$10.9M |
PFSI Hedge Fund Activity: Q1 2022 in Review
186 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2022, worth a combined $1.69B — down 20% from $2.12B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of PFSI and 26 opened new positions — a net loss of 15 holders — while 75 trimmed existing stakes and 67 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $36.4M. The largest seller was Clough Capital Partners, exiting entirely with an estimated $79.8M sold.
- 186 institutional investors held PennyMac Financial (PFSI) as of Q1 2022, down from 204 in Q4 2021.
- Funds reported $1.69B of PennyMac Financial stock for Q1 2022, down 20% quarter-over-quarter.
- 26 funds opened new PennyMac Financial positions in Q1 2022 and 41 closed out, a net change of -15 holders.
- The largest PennyMac Financial buyer in Q1 2022 was T. Rowe Price Associates, an estimated $36.4M added.
- The largest PennyMac Financial seller in Q1 2022 was Clough Capital Partners, an estimated $79.8M sold.
Based on aggregated 13F filings for Q1 2022.