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PennyMac Financial
PFSI

Overview Fund Activity

169 hedge funds and large institutions have $1.27B invested in PennyMac Financial in 2022 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 78 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-5
Holders Change %
-2.87%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
23
Increased
49
Reduced
78
Closed
27
Calls
$53.5M
Puts
$316M
Net Calls
-$263M
Net Calls Change
-$149M

Top Buyers

1
NIG
NFJ Investment Group
Texas
$18.7M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$79.9M
3
Goldman Sachs
Goldman Sachs
New York
$24.6M
4
CS
Credit Suisse
Switzerland
$8.85M
5
Group One Trading
Group One Trading
Illinois
$10.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$7.54M
2
Millennium Management
Millennium Management
New York
$4.98M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$1.17M
4
State Street
State Street
Massachusetts
$45.3M
5
BCM
Basswood Capital Management
New York
$13.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCP
151
Hexagon Capital Partners
Arkansas
$8K +$4.38K +98 +121%
QCG
152
Quadrant Capital Group
Ohio
$8K +$6.69K +158 +510%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
WB
154
Webster Bank
Connecticut
$4K – – –
HWM
155
HighMark Wealth Management
Minnesota
$4K – – –
MAM
156
Meeder Asset Management
Ohio
$3K – – –
TWA
157
TCI Wealth Advisors
Arizona
$3K +$78 +2 +3%
S
158
SignatureFD
Georgia
$3K +$1.02K +22 +51%
HI
159
Harbour Investments
Wisconsin
$2K – – –
OIA
160
Optimum Investment Advisors
Illinois
$2K – – –
CAM
161
ClariVest Asset Management
California
$2K – – –
SC
162
Schubert & Co
Texas
$2K +$558 +12 +39%
PA
163
Parallel Advisors
California
$1K -$517 -15 -34%
JWA
164
JFS Wealth Advisors
Pennsylvania
$1K -$478 -11 -32%
Parallax Volatility Advisers
165
Parallax Volatility Advisers
California
$1K +$43 +1 +5%
BIA
166
Bell Investment Advisors
California
$1K +$500 +11 +100%
Schroder Investment Management Group
167
Schroder Investment Management Group
United Kingdom
– -$6.22M -142,332 Closed
BCM
168
Bluefin Capital Management
New York
– -$4.48M -102,471 Closed
HT
169
HAP Trading
New York
– -$1.85M -42,274 Closed
SM
170
SG3 Management
Puerto Rico
– -$1.4M -32,000 Closed
PI
171
PEAK6 Investments
Illinois
– -$1.07M -24,366 Closed
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
– -$1.02K -22,799 Closed
PCM
173
Prana Capital Management
Connecticut
– -$843K -19,293 Closed
RJFSA
174
Raymond James Financial Services Advisors
Florida
– -$826K -18,892 Closed
CANY
175
Caxton Associates (New York)
New York
– -$815K -18,657 Closed
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