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PennyMac Financial

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
GAM
126
Gotham Asset Management
New York
$248K -$23.5K -394 -9%
QP
127
Quilter Plc
United Kingdom
$248K +$248K +250 New
UOC
128
UBS O'Connor
Illinois
$241K +$241K +4,035 New
QT
129
Quantamental Technologies
New York
$231K +$231K +3,875 New
NFG
130
Nations Financial Group
Iowa
$224K
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$185K +$60.4K +1,013 +49%
AB
132
Amalgamated Bank
New York
$177K -$45.2K -759 -20%
AIP
133
Ameritas Investment Partners
Nebraska
$129K
MLICM
134
Metropolitan Life Insurance Company (MetLife)
New York
$84.5K -$16.5K -277 -16%
C
135
Covestor
United Kingdom
$81K -$24.6K -415 -23%
WBC
136
Westpac Banking Corp
Australia
$64.3K +$64.3K +1,079 New
US Bancorp
137
US Bancorp
Minnesota
$51.7K +$11.3K +190 +28%
Ohio Public Employees Retirement System (OPERS)
138
Ohio Public Employees Retirement System (OPERS)
Ohio
$45K -$299K -5,049 -87%
CIA
139
Cape Investment Advisory
Georgia
$39.9K +$39.9K +670 New
Lazard Asset Management
140
Lazard Asset Management
New York
$35K +$35K +595 New
TRCT
141
Tower Research Capital (TRC)
New York
$32K +$12K +203 +60%
Nomura Asset Management
142
Nomura Asset Management
Japan
$19.1K
TWA
143
TCI Wealth Advisors
Arizona
$14K -$60 -1 -0.4%
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$13.6K +$13.6K +228 New
CG
145
Cutler Group
California
$12K -$182K -3,306 -94%
HCP
146
Hexagon Capital Partners
Arkansas
$11.4K -$238 -4 -2%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$10.7K +$10.7K +179 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$9K
S
149
SignatureFD
Georgia
$6.5K -$1.31K -22 -17%
HWM
150
HighMark Wealth Management
Minnesota
$6.2K