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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.45B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
69
Reduced
57
Closed
24
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$37.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.6M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$21.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$256M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$511M
4
SM
4
Senvest Management
New York
$113M
5
CC
5
Conversant Capital
New Jersey
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$18.5M -$2.3M -20,148 -11%
Principal Financial Group
27
Principal Financial Group
Iowa
$15.6M -$1.85M -16,226 -11%
EIP
28
Epoch Investment Partners
New York
$14.8M -$2.57M -22,580 -15%
KPM
29
Kinetic Partners Management
Florida
$14.6M +$14.6M +127,800 New
T. Rowe Price Associates
30
T. Rowe Price Associates
Maryland
$13.7M +$25.9K +227 +0.2%
BGIM
31
Brandywine Global Investment Management
Pennsylvania
$13.7M -$389K -3,600 -3%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$13.3M -$110K -963 -0.8%
PMAM
33
Picton Mahoney Asset Management
Ontario, Canada
$12.2M +$5.43M +47,646 +80%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$11.7M -$3.21M -28,199 -22%
SDIC
35
South Dakota Investment Council
South Dakota
$11.1M – – –
UBS AM
36
UBS AM
Illinois
$11M +$76.2K +669 +0.7%
Allianz Asset Management
37
Allianz Asset Management
Germany
$10.9M +$1.32M +11,547 +14%
AllianceBernstein
38
AllianceBernstein
Tennessee
$10.8M -$1.23M -10,790 -10%
Bank of America
39
Bank of America
North Carolina
$10.6M +$6.6M +57,880 +166%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$10.5M -$1.87M -16,379 -15%
Macquarie Group
41
Macquarie Group
Australia
$10.5M -$1.13M -9,946 -10%
Blackstone Inc
42
Blackstone Inc
New York
$9.69M +$9.69M +85,000 New
Swiss National Bank
43
Swiss National Bank
Switzerland
$9.63M +$22.8K +200 +0.2%
Citadel Advisors
44
Citadel Advisors
Florida
$8.79M +$2.28M +20,011 +35%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$7.64M +$1.3M +11,399 +21%
Barclays
46
Barclays
United Kingdom
$6.86M +$5.73M +50,238 +505%
TD Asset Management
47
TD Asset Management
Ontario, Canada
$6.74M -$182K -1,600 -3%
AACP
48
Advantage Alpha Capital Partners
California
$5.97M -$1.67M -14,612 -22%
UBS Group
49
UBS Group
Switzerland
$5.61M +$2.55M +22,365 +83%
Jane Street
50
Jane Street
New York
$5.38M +$1.17M +10,228 +28%
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