PennyMac Financial
PFSI
169 hedge funds and large institutions have $2.07B invested in PennyMac Financial in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 31 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
20% more capital invested
Capital invested by funds: $1.73B → $2.07B (+$340M)
0.11% less ownership
Funds ownership: 59.26% → 59.16% (-0.11%)
3% less funds holding
Funds holding: 175 → 169 (-6)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
25% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 61
70% less call options, than puts
Call options by funds: $47.2M | Put options by funds: $159M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$26.4M |
| 2 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
+$21.5M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$18.1M |
| 4 |
Man Group
London,
United Kingdom
|
+$11.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.3M |
| 2 |
LP
LMR Partners
London,
United Kingdom
|
-$15.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$12.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$9.93M |
| 5 |
SM
Senvest Management
New York
|
-$8.64M |
PFSI Hedge Fund Activity: Q2 2023 in Review
169 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2023, worth a combined $2.07B — up 20% from $1.73B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of PFSI and 26 opened new positions — a net loss of 5 holders — while 61 trimmed existing stakes and 46 added.
The largest buyer was Citadel Advisors, adding an estimated $26.4M. The largest seller was Envestnet Asset Management, cutting an estimated $44.3M.
- 169 institutional investors held PennyMac Financial (PFSI) as of Q2 2023, down from 175 in Q1 2023.
- Funds reported $2.07B of PennyMac Financial stock for Q2 2023, up 20% quarter-over-quarter.
- 26 funds opened new PennyMac Financial positions in Q2 2023 and 31 closed out, a net change of -5 holders.
- The largest PennyMac Financial buyer in Q2 2023 was Citadel Advisors, an estimated $26.4M added.
- The largest PennyMac Financial seller in Q2 2023 was Envestnet Asset Management, an estimated $44.3M sold.
Based on aggregated 13F filings for Q2 2023.