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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.91B invested in PennyMac Financial in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+6
Holders Change %
+3.55%
% of All Funds
2.79%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
28
Increased
54
Reduced
59
Closed
21
Calls
$59.9M
Puts
$124M
Net Calls
-$63.6M
Net Calls Change
+$48M

Top Buyers

1
Jacobs Levy Equity Management
1
Jacobs Levy Equity Management
New Jersey
$17.2M
2
Millennium Management
2
Millennium Management
New York
$15.2M
3
Invesco
3
Invesco
Georgia
$32.7M
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$3.66M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$3.37M

Top Sellers

1
EIP
1
Epoch Investment Partners
New York
$28.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$29.6M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$322M
4
Man Group
4
Man Group
United Kingdom
$10.5M
5
SM
5
Senvest Management
New York
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$244K -$1.12M -16,819 -82%
NFG
127
Nations Financial Group
Iowa
$240K – – –
Voloridge Investment Management
128
Voloridge Investment Management
Florida
$231K +$231K +3,474 New
CAPTRUST Financial Advisors
129
CAPTRUST Financial Advisors
North Carolina
$228K +$12.1K +181 +6%
ProShare Advisors
130
ProShare Advisors
Maryland
$221K -$266 -4 -0.1%
ECM
131
ExodusPoint Capital Management
New York
$216K +$216K +3,246 New
XT
132
XTX Topco
Cayman Islands
$213K -$121K -1,823 -36%
AB
133
Amalgamated Bank
New York
$176K – – –
AIP
134
Ameritas Investment Partners
Nebraska
$169K +$24.8K +372 +17%
Allspring Global Investments
135
Allspring Global Investments
North Carolina
$141K -$120K -1,798 -46%
QT
136
Quantbot Technologies
New York
$113K -$509K -7,650 -82%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$97.9K – – –
ETC
138
Exchange Traded Concepts
Oklahoma
$57.3K +$57.3K +860 New
US Bancorp
139
US Bancorp
Minnesota
$53K +$2.4K +36 +5%
CIA
140
Cape Investment Advisory
Georgia
$44.6K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$38.2K -$45.8K -687 -55%
KBC Group
142
KBC Group
Belgium
$37K +$37K +551 New
Nomura Asset Management
143
Nomura Asset Management
Japan
$21.3K – – –
TPCW
144
TD Private Client Wealth
New York
$19.6K -$550K -8,263 -97%
C
145
Covestor
United Kingdom
$16K -$58.1K -890 -78%
CG
146
Cutler Group
California
$15K +$721 +11 +5%
QL
147
Quarry LP
New York
$12K +$12K +180 New
HCP
148
Hexagon Capital Partners
Arkansas
$10.6K -$1.07K -16 -9%
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$10K – – –
Comerica Bank
150
Comerica Bank
Texas
$9.99K +$9.99K +150 New
4 5
6
7 8