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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 %
OIA
151
Optimum Investment Advisors
Illinois
$4.08K – – –
CAM
152
ClariVest Asset Management
California
$3K – – –
QCG
153
Quadrant Capital Group
Ohio
$2.6K -$141 -2 -5%
HI
154
Harbour Investments
Wisconsin
$2.52K – – –
JWA
155
JFS Wealth Advisors
Pennsylvania
$2.25K +$70 +1 +3%
RFG
156
RFP Financial Group
Georgia
$1.69K – – –
BIA
157
Bell Investment Advisors
California
$1.55K – – –
AF
158
Allworth Financial
California
$1.48K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$1.2K – – –
GRP
160
Global Retirement Partners
California
$1.2K – – –
LC
161
Lindbrook Capital
California
$984 – – –
SIC
162
SJS Investment Consulting
Ohio
$915 +$70 +1 +8%
PA
163
Parallel Advisors
California
$844 – – –
DI
164
Disciplined Investments
Oklahoma
$703 +$70 +1 +11%
BAAM
165
Baker Avenue Asset Management
California
$633 – – –
VCM
166
Versant Capital Management
Arizona
$633 +$633 +9 New
FFA
167
Farther Finance Advisors
California
$562 – – –
IA
168
IFP Advisors
Florida
$352 – – –
TWP
169
TFO Wealth Partners
Ohio
$141 – – –
LP
170
LMR Partners
United Kingdom
– -$15.6M -261,146 Closed
GCM
171
Gator Capital Management
Florida
– -$5.32M -89,225 Closed
SSA
172
Schonfeld Strategic Advisors
New York
– -$3.92M -65,700 Closed
Qube Research & Technologies (QRT)
173
Qube Research & Technologies (QRT)
United Kingdom
– -$3.32M -55,671 Closed
NIG
174
NFJ Investment Group
Texas
– -$2.54M -42,531 Closed
GCM
175
Graham Capital Management
Connecticut
– -$1.58M -26,539 Closed
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