PennyMac Financial
PFSI
179 hedge funds and large institutions have $1.51B invested in PennyMac Financial in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 71 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more capital invested
Capital invested by funds: $1.27B → $1.51B (+$236M)
6% more funds holding
Funds holding: 169 → 179 (+10)
3% less ownership
Funds ownership: 56.05% → 53.05% (-3%)
28% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 71
77% less call options, than puts
Call options by funds: $78.6M | Put options by funds: $346M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SM
Senvest Management
New York
|
+$14.9M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$13.6M |
| 3 |
Walleye Capital
New York
|
+$7.97M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$7.89M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$15.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$12.5M |
| 3 |
NIG
NFJ Investment Group
Dallas,
Texas
|
-$11.5M |
| 4 |
SCM
Steadfast Capital Management
New York
|
-$11.4M |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$9.51M |
PFSI Hedge Fund Activity: Q4 2022 in Review
179 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q4 2022, worth a combined $1.51B — up 19% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PFSI positions and 23 closed out — a net gain of 13 holders — while 51 added to existing stakes and 71 trimmed.
The largest buyer was Senvest Management, adding an estimated $14.9M. The largest seller was Norges Bank, cutting an estimated $15.1M.
- 179 institutional investors held PennyMac Financial (PFSI) as of Q4 2022, up from 169 in Q3 2022.
- Funds reported $1.51B of PennyMac Financial stock for Q4 2022, up 19% quarter-over-quarter.
- 36 funds opened new PennyMac Financial positions in Q4 2022 and 23 closed out, a net change of +13 holders.
- The largest PennyMac Financial buyer in Q4 2022 was Senvest Management, an estimated $14.9M added.
- The largest PennyMac Financial seller in Q4 2022 was Norges Bank, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2022.