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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.91B invested in PennyMac Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 21 closing their positions.

Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
54
Reduced
59
Closed
21
Calls
$59.9M
Puts
$124M
Net Calls
-$63.6M
Net Calls Change
+$48M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$17.2M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
Invesco
3
Invesco
Georgia
$32.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$3.66M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.37M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$28.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.6M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$322M
4
Man Group
4
Man Group
United Kingdom
$10.5M
5
SM
5
Senvest Management
New York
$174M
Name Market Value Shares Shares
Change 		Shares
Change %
HS
76
HighVista Strategies
Massachusetts
$1.08M 16,237 +3,100 +24%
Bank of America
77
Bank of America
North Carolina
$1.06M 15,845 -34,499 -69%
SFI
78
Susquehanna Fundamental Investments
Pennsylvania
$1.02M 15,305 – –
Manulife (Manufacturers Life Insurance)
79
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.01M 15,138 +4,433 +41%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$996K 14,953 +4,849 +48%
New York State Common Retirement Fund
81
New York State Common Retirement Fund
New York
$986K 14,808 -2 -0%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$983K 14,747 – –
Ohio Public Employees Retirement System (OPERS)
83
Ohio Public Employees Retirement System (OPERS)
Ohio
$911K 13,676 +12,929 +1,731%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$907K 13,619 -88,452 -87%
MIM
85
MetLife Investment Management
New Jersey
$899K 13,505 – –
Deutsche Bank
86
Deutsche Bank
Germany
$893K 13,409 +1,587 +13%
AIG
87
American International Group
New York
$849K 12,742 +454 +4%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$848K 12,726 – –
DA
89
Denali Advisors
California
$840K 12,617 +17 +0.1%
IMC Chicago
90
IMC Chicago
Illinois
$834K 12,530 -1,997 -14%
Parallax Volatility Advisers
91
Parallax Volatility Advisers
California
$833K 12,504 -97 -0.8%
Squarepoint
92
Squarepoint
New York
$816K 12,252 +12,252 New
ASRS
93
Arizona State Retirement System
Arizona
$805K 12,082 +137 +1%
PI
94
Putnam Investments
Massachusetts
$805K 12,080 -102 -0.8%
SOW
95
State of Wyoming
Wyoming
$713K 10,702 +2,899 +37%
SG Americas Securities
96
SG Americas Securities
New York
$694K 10,415 +7,697 +283%
VOYA Investment Management
97
VOYA Investment Management
Georgia
$685K 10,284 -43 -0.4%
Teacher Retirement System of Texas
98
Teacher Retirement System of Texas
Texas
$651K 9,774 +385 +4%
Wells Fargo
99
Wells Fargo
California
$641K 9,629 -5,944 -38%
MWM
100
MorganRosel Wealth Management
Colorado
$629K 9,444 +9,444 New
2 3
4
5 6