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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.63B invested in PennyMac Financial in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
58
Reduced
67
Closed
34
Calls
$51.1M
Puts
$87.8M
Net Calls
-$36.7M
Net Calls Change
+$52.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
4
Goldman Sachs
Goldman Sachs
New York
$43.3M
5
BCM
Basswood Capital Management
New York
$40.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$28.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$429M
3
CIM
Cambria Investment Management
California
$0
4
SM
Senvest Management
New York
$96.1M
5
Morgan Stanley
Morgan Stanley
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
126
Parallax Volatility Advisers
California
$360K -$95.5K -1,048 -21%
I
127
InceptionR
California
$343K +$343K +3,765 New
AIM
128
Aigen Investment Management
New York
$333K +$333K +3,661 New
Teacher Retirement System of Texas
129
Teacher Retirement System of Texas
Texas
$326K -$275K -3,016 -46%
MC
130
Maverick Capital
Texas
$323K +$51.7K +568 +19%
CG
131
Cynosure Group
Utah
$323K +$323K +3,546 New
Acadian Asset Management
132
Acadian Asset Management
Massachusetts
$315K +$315K +3,466 New
N
133
Numerai
California
$303K +$303K +3,324 New
CCM
134
Cullen Capital Management
New York
$290K +$290K +3,182 New
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$288K -$4.13K -46 -1%
Creative Planning
136
Creative Planning
Kansas
$283K +$25.7K +282 +10%
CIM
137
Contravisory Investment Management
Massachusetts
$260K – – –
FM
138
Foster & Motley
Ohio
$242K – – –
AIP
139
Ameritas Investment Partners
Nebraska
$241K – – –
NA
140
Navellier & Associates
Nevada
$228K – – –
TSS
141
Two Sigma Securities
New York
$224K +$224K +2,463 New
Mariner
142
Mariner
Kansas
$224K +$6.92K +76 +3%
Two Sigma Investments
143
Two Sigma Investments
New York
$210K -$1.74M -19,100 -89%
TC
144
TwinBeech Capital
New York
$203K +$203K +2,232 New
TWC
145
TD Waterhouse Canada
Ontario, Canada
$202K -$28.6K -325 -12%
SG Americas Securities
146
SG Americas Securities
New York
$202K +$202K +2,220 New
HI
147
Handelsinvest Investeringsforvaltning
Denmark
$193K -$100K -1,103 -34%
PAS
148
Point72 Asia (Singapore)
Singapore
$176K +$176K +1,934 New
PHK
149
Point72 Hong Kong
Hong Kong
$164K +$164K +1,800 New
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$120K -$14.2K -156 -11%
4 5
6
7 8