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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.73B invested in PennyMac Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 31 closing their positions.

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
59
Reduced
66
Closed
31
Calls
$54.8M
Puts
$286M
Net Calls
-$231M
Net Calls Change
+$36M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$145M
2
SM
2
Senvest Management
New York
$172M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.6M
4
LP
4
LMR Partners
United Kingdom
$15.6M
5
BCM
5
Basswood Capital Management
New York
$32M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16.1M
3
Group One Trading
3
Group One Trading
Illinois
$0
4
Man Group
4
Man Group
United Kingdom
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$18.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$482K +$482K +8,080 New
VT
102
Vise Technologies
New York
$479K -$75.8K -1,271 -14%
SWRP
103
Summit Wealth & Retirement Planning
California
$460K -$331K -5,554 -42%
YIH
104
Y-Intercept (HK)
Hong Kong
$448K +$448K +7,510 New
HW
105
Hancock Whitney
Mississippi
$424K -$27.4K -459 -6%
BCM
106
BlueCrest Capital Management
Jersey
$399K -$4.81M -80,700 -92%
SOW
107
State of Wyoming
Wyoming
$390K +$61.4K +1,030 +19%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$383K – – –
Zurich Cantonal Bank
109
Zurich Cantonal Bank
Switzerland
$354K -$3.28K -55 -0.9%
Citigroup
110
Citigroup
New York
$344K +$32.5K +545 +10%
BCM
111
Bayesian Capital Management
New York
$339K +$125K +2,100 +59%
OCM
112
One Capital Management
California
$336K -$4.11K -69 -1%
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$326K -$125K -2,101 -28%
TSS
114
Two Sigma Securities
New York
$320K +$320K +5,370 New
State of Wisconsin Investment Board
115
State of Wisconsin Investment Board
Wisconsin
$320K -$775K -12,995 -71%
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$316K +$316K +5,300 New
PAMS
117
Pictet Asset Management (Switzerland)
Switzerland
$314K – – –
CANY
118
Caxton Associates (New York)
New York
$309K +$309K +5,182 New
QT
119
Quantbot Technologies
New York
$278K +$119K +1,999 +75%
Mackenzie Financial
120
Mackenzie Financial
Ontario, Canada
$276K +$276K +4,624 New
Osaic Holdings
121
Osaic Holdings
Arizona
$270K +$33.3K +559 +14%
KI
122
Kula Investments
Illinois
$263K +$263K +4,418 New
Simplex Trading
123
Simplex Trading
Illinois
$257K +$257K +4,324 New
AC
124
AXQ Capital
New Jersey
$255K -$12.3K -207 -5%
AAM
125
Advisors Asset Management
Colorado
$250K -$5.07K -85 -2%
3 4
5
6 7