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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.59B invested in PennyMac Financial in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
68
Reduced
58
Closed
23
Calls
$85.4M
Puts
$175M
Net Calls
-$89.6M
Net Calls Change
-$26M

Top Buyers

1
Invesco
1
Invesco
Georgia
$85.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.1M
3
Norges Bank
3
Norges Bank
Norway
$31.3M
4
Boston Partners
4
Boston Partners
Massachusetts
$28.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60M

Top Sellers

1
SM
1
Senvest Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$4.74M
3
BCM
3
Basswood Capital Management
New York
$30.3M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$7.07M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$12.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Russell Investments Group
101
Russell Investments Group
United Kingdom
$889K 10,063 -45,442 -82%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$828K 9,364 +1,773 +23%
SSA
103
Schonfeld Strategic Advisors
New York
$820K 9,281 +9,281 New
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$814K 9,214 +1,138 +14%
Wells Fargo
105
Wells Fargo
California
$805K 9,107 -522 -5%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$788K 8,913 -6,040 -40%
TRCT
107
Tower Research Capital (TRC)
New York
$709K 8,026 +7,453 +1,301%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$644K 7,283 – –
Squarepoint
109
Squarepoint
New York
$627K 7,100 -5,152 -42%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$603K 6,826 -837 -11%
Marshall Wace
111
Marshall Wace
United Kingdom
$589K 6,665 +6,665 New
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$583K 6,594 -3,180 -33%
CT
113
ClearAlpha Technologies
Connecticut
$575K 6,511 +6,511 New
Osaic Holdings
114
Osaic Holdings
Arizona
$550K 6,222 +1,140 +22%
CANY
115
Caxton Associates (New York)
New York
$519K 5,874 – –
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$513K 5,800 +500 +9%
NYLIM
117
New York Life Investment Management
New York
$512K 5,793 -170 -3%
DFCM
118
Dark Forest Capital Management
Puerto Rico
$501K 5,672 +2,003 +55%
OCM
119
One Capital Management
California
$496K 5,608 -34 -0.6%
Walleye Capital
120
Walleye Capital
New York
$487K 5,516 +5,516 New
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$487K 5,510 -21 -0.4%
EP
122
Edgestream Partners
New Jersey
$467K 5,289 -45,065 -89%
Pictet Asset Management
123
Pictet Asset Management
Switzerland
$466K 5,270 – –
Prudential Financial
124
Prudential Financial
New Jersey
$460K 5,200 -13,188 -72%
Parallax Volatility Advisers
125
Parallax Volatility Advisers
California
$442K 5,000 -7,504 -60%
3 4
5
6 7