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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.45B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 24 closing their positions.

Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
69
Reduced
57
Closed
24
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$37.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.6M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$21.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$256M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$511M
4
SM
4
Senvest Management
New York
$113M
5
CC
5
Conversant Capital
New Jersey
$22.8M
Name Market Value Shares Shares
Change 		Shares
Change %
IP
101
Interval Partners
New York
$934K 8,197 +4,951 +153%
MWM
102
MorganRosel Wealth Management
Colorado
$833K 7,312 -2,913 -28%
SOW
103
State of Wyoming
Wyoming
$792K 6,947 -433 -6%
Wolverine Trading
104
Wolverine Trading
Illinois
$789K 6,936 +6,936 New
Tudor Investment Corp
105
Tudor Investment Corp
Connecticut
$783K 6,869 +6,869 New
CCM
106
Cullen Capital Management
New York
$766K 6,723 +2,972 +79%
CG
107
Cynosure Group
Utah
$736K 6,454 +2,361 +58%
Public Employees Retirement Association of Colorado
108
Public Employees Retirement Association of Colorado
Colorado
$728K 9,546 – –
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$713K 6,257 -282 -4%
HighTower Advisors
110
HighTower Advisors
Illinois
$702K 6,111 +6,111 New
Man Group
111
Man Group
United Kingdom
$692K 6,069 -68,154 -92%
Creative Planning
112
Creative Planning
Kansas
$667K 5,856 +879 +18%
VT
113
Vise Technologies
New York
$661K 5,797 -1,473 -20%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$647K 5,652 +302 +6%
OCM
115
One Capital Management
California
$639K 5,608 – –
TRCT
116
Tower Research Capital (TRC)
New York
$633K 5,550 +553 +11%
FC
117
FORA Capital
Florida
$616K 5,407 +5,407 New
Pictet Asset Management
118
Pictet Asset Management
Switzerland
$614K 5,390 +120 +2%
XT
119
XTX Topco
Cayman Islands
$614K 5,384 +5,384 New
SGI
120
Summit Global Investments
Utah
$605K 5,305 +5,305 New
GCM
121
Greenland Capital Management
New York
$584K 5,120 +5,120 New
ProShare Advisors
122
ProShare Advisors
Maryland
$576K 5,052 +1,633 +48%
State Board of Administration of Florida Retirement System
123
State Board of Administration of Florida Retirement System
Florida
$502K 4,403 – –
Cambridge Investment Research Advisors
124
Cambridge Investment Research Advisors
Iowa
$383K 3,359 – –
A
125
AlphaQuest
New York
$376K 3,296 -841 -20%
3 4
5
6 7