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PennyMac Financial
PFSI

Overview Fund Activity

183 hedge funds and large institutions have $2.76B invested in PennyMac Financial in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 33 closing their positions.

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
77
Reduced
55
Closed
33
Calls
$47.4M
Puts
$51.3M
Net Calls
-$3.95M
Net Calls Change
+$32.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$23.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$28.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$62.1M
4
Ameriprise
4
Ameriprise
Minnesota
$18.5M
5
PCM
5
Palisade Capital Management
New Jersey
$8.88M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$234M
3
EIP
3
Epoch Investment Partners
New York
$14.4M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$439M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
101
Royal Bank of Canada
Ontario, Canada
$619K 6,539 +2,030 +45%
Mitsubishi UFJ Trust & Banking
102
Mitsubishi UFJ Trust & Banking
Japan
$611K 6,463 -13,553 -68%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$575K 9,546 -335 -3%
OCM
104
One Capital Management
California
$531K 5,608 – –
I
105
InceptionR
California
$521K 5,507 +1,742 +46%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$501K 5,350 -327 -6%
Pictet Asset Management
107
Pictet Asset Management
Switzerland
$499K 5,270 -168 -3%
Parallax Volatility Advisers
108
Parallax Volatility Advisers
California
$473K 5,000 +1,048 +27%
TRCT
109
Tower Research Capital (TRC)
New York
$473K 4,997 -2,197 -31%
Creative Planning
110
Creative Planning
Kansas
$471K 4,977 +1,865 +60%
State Board of Administration of Florida Retirement System
111
State Board of Administration of Florida Retirement System
Florida
$417K 4,403 +4,403 New
AG
112
Algert Global
California
$408K 4,318 +4,318 New
A
113
AlphaQuest
New York
$391K 4,137 +3,440 +494%
CG
114
Cynosure Group
Utah
$387K 4,093 +547 +15%
CT
115
ClearAlpha Technologies
Connecticut
$383K 4,051 +4,051 New
YIH
116
Y-Intercept (HK)
Hong Kong
$375K 3,966 -2,217 -36%
MML Investors Services
117
MML Investors Services
Massachusetts
$375K 3,960 +3,960 New
JF
118
Jump Financial
Illinois
$369K 3,900 -20,745 -84%
AC
119
Aristeia Capital
Connecticut
$360K 3,809 +3,809 New
CCM
120
Cullen Capital Management
New York
$355K 3,751 +569 +18%
ProShare Advisors
121
ProShare Advisors
Maryland
$323K 3,419 -1,168 -25%
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$318K 3,359 +3,359 New
CIBC Private Wealth Group
123
CIBC Private Wealth Group
Georgia
$314K 3,417 +205 +6%
SPA
124
Sherbrooke Park Advisers
New York
$313K 3,307 +3,307 New
IP
125
Interval Partners
New York
$307K 3,246 -8,908 -73%
3 4
5
6 7