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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.59B invested in PennyMac Financial in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+17
Holders Change %
+9.71%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
68
Reduced
58
Closed
23
Calls
$85.4M
Puts
$175M
Net Calls
-$89.6M
Net Calls Change
-$26M

Top Buyers

1
Invesco
1
Invesco
Georgia
$85.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$63.1M
3
Norges Bank
3
Norges Bank
Norway
$31.3M
4
Boston Partners
4
Boston Partners
Massachusetts
$28.2M
5
Citadel Advisors
5
Citadel Advisors
Florida
$60M

Top Sellers

1
SM
1
Senvest Management
New York
$105M
2
Millennium Management
2
Millennium Management
New York
$4.74M
3
BCM
3
Basswood Capital Management
New York
$30.3M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$7.07M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
126
Hancock Whitney
Mississippi
$432K -$442 -5 -0.1%
State of Wisconsin Investment Board
127
State of Wisconsin Investment Board
Wisconsin
$408K -$425K -4,809 -51%
ProShare Advisors
128
ProShare Advisors
Maryland
$373K +$80.3K +909 +27%
VT
129
Vise Technologies
New York
$369K -$16.5K -187 -4%
NFG
130
Nations Financial Group
Iowa
$318K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
131
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$310K +$310K +3,513 New
Envestnet Asset Management
132
Envestnet Asset Management
Illinois
$296K -$908K -10,268 -75%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$292K -$11.1K -126 -4%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$288K +$288K +3,258 New
HI
135
Handelsinvest Investeringsforvaltning
Denmark
$285K +$285K +3,227 New
MC
136
Maverick Capital
Texas
$263K +$263K +2,979 New
HSBC Holdings
137
HSBC Holdings
United Kingdom
$255K +$255K +2,887 New
VF
138
Virtu Financial
New York
$253K +$253K +2,861 New
CIM
139
Contravisory Investment Management
Massachusetts
$252K +$252K +2,850 New
Creative Planning
140
Creative Planning
Kansas
$250K +$250K +2,830 New
ACM
141
Aquatic Capital Management
Illinois
$247K -$476K -5,400 -66%
NRD
142
Nebula Research & Development
New York
$246K +$246K +2,780 New
JFG
143
Jefferies Financial Group
New York
$234K +$234K +2,649 New
FM
144
Foster & Motley
Ohio
$234K +$234K +2,652 New
AIP
145
Ameritas Investment Partners
Nebraska
$234K +$9.37K +106 +4%
Ohio Public Employees Retirement System (OPERS)
146
Ohio Public Employees Retirement System (OPERS)
Ohio
$224K -$984K -11,136 -81%
CSS
147
Cubist Systematic Strategies
Connecticut
$223K +$223K +2,522 New
TWC
148
TD Waterhouse Canada
Ontario, Canada
$222K +$222K +2,620 New
NA
149
Navellier & Associates
Nevada
$221K +$221K +2,500 New
Mariner
150
Mariner
Kansas
$210K +$210K +2,382 New
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6
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