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PennyMac Financial
PFSI

Overview Fund Activity

169 hedge funds and large institutions have $2.07B invested in PennyMac Financial in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
46
Reduced
61
Closed
31
Calls
$47.2M
Puts
$159M
Net Calls
-$112M
Net Calls Change
+$120M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$51.3M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$23.8M
3
Invesco
3
Invesco
Georgia
$23.4M
4
Man Group
4
Man Group
United Kingdom
$13M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$181M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.18M
2
LP
2
LMR Partners
United Kingdom
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$983K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.8M
5
SM
5
Senvest Management
New York
$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
126
Sciencast Management
New Jersey
$270K +$270K +3,999 New
Walleye Capital
127
Walleye Capital
New York
$269K -$7.86M -111,854 -97%
Robeco Institutional Asset Management
128
Robeco Institutional Asset Management
Netherlands
$259K -$815K -11,588 -76%
NFG
129
Nations Financial Group
Iowa
$253K -$11.1K -158 -4%
D.E. Shaw & Co
130
D.E. Shaw & Co
New York
$239K +$239K +3,400 New
ProShare Advisors
131
ProShare Advisors
Maryland
$233K +$233K +3,321 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$228K +$228K +3,249 New
TSS
133
Two Sigma Securities
New York
$218K -$159K -2,263 -42%
FM
134
Foster & Motley
Ohio
$208K +$208K +2,963 New
SG Americas Securities
135
SG Americas Securities
New York
$191K -$504K -7,171 -73%
AB
136
Amalgamated Bank
New York
$186K -$22.9K -326 -11%
AIP
137
Ameritas Investment Partners
Nebraska
$152K – – –
MLICM
138
Metropolitan Life Insurance Company (MetLife)
New York
$103K +$3.73K +53 +4%
TRCT
139
Tower Research Capital (TRC)
New York
$88.6K +$50.5K +718 +132%
C
140
Covestor
United Kingdom
$80K -$16.2K -230 -17%
US Bancorp
141
US Bancorp
Minnesota
$53.4K -$7.52K -107 -12%
Ohio Public Employees Retirement System (OPERS)
142
Ohio Public Employees Retirement System (OPERS)
Ohio
$53K -$922 -13 -2%
CIA
143
Cape Investment Advisory
Georgia
$47.1K – – –
Nomura Asset Management
144
Nomura Asset Management
Japan
$22.5K – – –
CG
145
Cutler Group
California
$15K – – –
HCP
146
Hexagon Capital Partners
Arkansas
$12.3K -$1.13K -16 -8%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
S
148
SignatureFD
Georgia
$7.66K – – –
HWM
149
HighMark Wealth Management
Minnesota
$7.34K – – –
WB
150
Webster Bank
Connecticut
$7.03K – – –
4 5
6
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