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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.63B invested in PennyMac Financial in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 34 closing their positions.

Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
58
Reduced
67
Closed
34
Calls
$51.1M
Puts
$87.8M
Net Calls
-$36.7M
Net Calls Change
+$52.9M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$28.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.3M
5
BCM
5
Basswood Capital Management
New York
$40.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$28.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$429M
3
CIM
3
Cambria Investment Management
California
$0
4
SM
4
Senvest Management
New York
$96.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Jacobs Levy Equity Management
26
Jacobs Levy Equity Management
New Jersey
$12.7M 139,882 +1,190 +0.9%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$12.4M 136,259 -1,021 -0.7%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$10.6M 116,151 +1,838 +2%
Balyasny Asset Management
29
Balyasny Asset Management
Illinois
$10.1M 111,286 +111,286 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$10.1M 110,962 -11,215 -9%
AllianceBernstein
31
AllianceBernstein
Tennessee
$9.34M 102,519 -46,074 -31%
Macquarie Group
32
Macquarie Group
Australia
$9.29M 101,988 +7,547 +8%
Qube Research & Technologies (QRT)
33
Qube Research & Technologies (QRT)
United Kingdom
$8.53M 93,666 +54,938 +142%
Man Group
34
Man Group
United Kingdom
$7.69M 84,373 -19,934 -19%
Swiss National Bank
35
Swiss National Bank
Switzerland
$7.62M 83,600 – –
UBS Group
36
UBS Group
Switzerland
$6.6M 72,413 -9,614 -12%
Squarepoint
37
Squarepoint
New York
$6.39M 70,190 +63,090 +889%
Bank of America
38
Bank of America
North Carolina
$6.28M 68,907 +29,035 +73%
Allianz Asset Management
39
Allianz Asset Management
Germany
$6.18M 67,879 +5,888 +9%
Assenagon Asset Management
40
Assenagon Asset Management
Luxembourg
$6.18M 67,866 +67,866 New
SDIC
41
South Dakota Investment Council
South Dakota
$6.02M 66,039 +33,600 +104%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$5.6M 61,512 -5,800 -9%
PFMOSF
43
Philadelphia Financial Management of San Francisco
California
$5.45M 59,884 -20,067 -25%
CS
44
Credit Suisse
Switzerland
$5.21M 57,232 +2,626 +5%
AACP
45
Advantage Alpha Capital Partners
California
$4.93M 54,069 -11,250 -17%
UBS AM
46
UBS AM
Illinois
$4.89M 53,664 – –
Federated Hermes
47
Federated Hermes
Pennsylvania
$4.69M 51,512 -8,834 -15%
PMAM
48
Picton Mahoney Asset Management
Ontario, Canada
$4.31M 47,329 -5 -0%
Jane Street
49
Jane Street
New York
$4.14M 45,432 +864 +2%
Millennium Management
50
Millennium Management
New York
$4.1M 44,969 -8,700 -16%
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