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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.73B invested in PennyMac Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 31 closing their positions.

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
59
Reduced
66
Closed
31
Calls
$54.8M
Puts
$286M
Net Calls
-$231M
Net Calls Change
+$36M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$145M
2
SM
2
Senvest Management
New York
$172M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.6M
4
LP
4
LMR Partners
United Kingdom
$15.6M
5
BCM
5
Basswood Capital Management
New York
$32M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16.1M
3
Group One Trading
3
Group One Trading
Illinois
$0
4
Man Group
4
Man Group
United Kingdom
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Walleye Capital
26
Walleye Capital
New York
$6.9M 115,686 -34,800 -23%
Morgan Stanley
27
Morgan Stanley
New York
$6.46M 108,344 +24,866 +30%
Swiss National Bank
28
Swiss National Bank
Switzerland
$5.48M 91,900 -15,700 -15%
GCM
29
Gator Capital Management
Florida
$5.32M 89,225 -13,200 -13%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.28M 801,420 +790,151 +7,012%
SFI
31
Susquehanna Fundamental Investments
Pennsylvania
$5.09M 85,385 – –
TD Asset Management
32
TD Asset Management
Ontario, Canada
$4.6M 77,138 -2,006 -3%
First Trust Advisors
33
First Trust Advisors
Illinois
$4.22M 70,829 -11,644 -14%
AACP
34
Advantage Alpha Capital Partners
California
$4.1M 68,852 -14,847 -18%
SSA
35
Schonfeld Strategic Advisors
New York
$3.92M 65,700 +4,834 +8%
WMSA
36
Weiss Multi-Strategy Advisers
New York
$3.88M 65,000 +25,432 +64%
BCM
37
Bridgeway Capital Management
Texas
$3.68M 61,796 +61,796 New
UBS AM
38
UBS AM
Illinois
$3.65M 61,273 +2,526 +4%
Victory Capital Management
39
Victory Capital Management
Texas
$3.5M 58,767 +7,457 +15%
Amundi
40
Amundi
France
$3.48M 57,640 – –
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$3.32M 55,671 +36,881 +196%
CS
42
Credit Suisse
Switzerland
$3.27M 54,923 +293 +0.5%
PVM
43
Palogic Value Management
Texas
$3.2M 53,603 -31,397 -37%
LSV Asset Management
44
LSV Asset Management
Illinois
$3.17M 53,212 – –
Millennium Management
45
Millennium Management
New York
$3.12M 52,297 -54,884 -51%
Principal Financial Group
46
Principal Financial Group
Iowa
$3.1M 52,034 +52,034 New
Prudential Financial
47
Prudential Financial
New Jersey
$3.05M 66,894 -18,600 -22%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$2.82M 47,359 -2,134 -4%
PGCM
49
Prescott Group Capital Management
Oklahoma
$2.77M 46,502 -19,498 -30%
Invesco
50
Invesco
Georgia
$2.74M 45,921 -79,082 -63%
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