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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.59B invested in PennyMac Financial in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
68
Reduced
58
Closed
23
Calls
$85.4M
Puts
$175M
Net Calls
-$89.6M
Net Calls Change
-$26M

Top Buyers

1
Invesco
1
Invesco
Georgia
$85.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.1M
3
Norges Bank
3
Norges Bank
Norway
$31.3M
4
Boston Partners
4
Boston Partners
Massachusetts
$28.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60M

Top Sellers

1
SM
1
Senvest Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$4.74M
3
BCM
3
Basswood Capital Management
New York
$30.3M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$7.07M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$12.3M -$10.6M -120,198 -46%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$12.1M -$1.27M -14,317 -9%
CIM
28
Cambria Investment Management
California
$11.9M +$2.06M +23,304 +21%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$10.8M -$616K -6,975 -5%
Nuveen Asset Management
30
Nuveen Asset Management
Illinois
$10.1M -$833K -9,429 -8%
Man Group
31
Man Group
United Kingdom
$9.22M +$9.22M +104,307 New
Macquarie Group
32
Macquarie Group
Australia
$8.35M +$3.14M +35,490 +60%
WMSA
33
Weiss Multi-Strategy Advisers
New York
$7.81M +$7.81M +88,353 New
Swiss National Bank
34
Swiss National Bank
Switzerland
$7.39M -$848K -9,600 -10%
UBS Group
35
UBS Group
Switzerland
$7.25M +$1.21M +13,696 +20%
PFMOSF
36
Philadelphia Financial Management of San Francisco
California
$7.07M -$12.6M -142,728 -64%
BCM
37
Bridgeway Capital Management
Texas
$6.08M – – –
TD Asset Management
38
TD Asset Management
Ontario, Canada
$5.95M – – –
AACP
39
Advantage Alpha Capital Partners
California
$5.77M +$151K +1,708 +3%
Allianz Asset Management
40
Allianz Asset Management
Germany
$5.48M +$429K +4,854 +8%
Federated Hermes
41
Federated Hermes
Pennsylvania
$5.33M +$1.52M +17,245 +40%
Simplex Trading
42
Simplex Trading
Illinois
$4.83M -$297K -3,366 -6%
CS
43
Credit Suisse
Switzerland
$4.83M -$118K -1,336 -2%
Millennium Management
44
Millennium Management
New York
$4.74M -$15.4M -174,321 -76%
UBS AM
45
UBS AM
Illinois
$4.74M – – –
PMAM
46
Picton Mahoney Asset Management
Ontario, Canada
$4.18M +$4.18M +47,334 New
PGCM
47
Prescott Group Capital Management
Oklahoma
$4.07M – – –
Barclays
48
Barclays
United Kingdom
$3.97M +$3.96M +44,789 +48,160%
First Trust Advisors
49
First Trust Advisors
Illinois
$3.96M +$436K +4,930 +12%
Jane Street
50
Jane Street
New York
$3.94M +$1.56M +17,621 +65%
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