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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 %
S
151
SignatureFD
Georgia
$7.26K – – –
HWM
152
HighMark Wealth Management
Minnesota
$6.98K +$66 +1 +1%
WB
153
Webster Bank
Connecticut
$6.66K – – –
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$5.86K +$5.86K +88 New
Barclays
155
Barclays
United Kingdom
$5K -$1.44M -26,824 -100%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$4.4K +$4.4K +66 New
CT
157
Colonial Trust
South Carolina
$4.13K +$4.13K +62 New
OIA
158
Optimum Investment Advisors
Illinois
$3.86K – – –
QCG
159
Quadrant Capital Group
Ohio
$2.47K – – –
HI
160
Harbour Investments
Wisconsin
$2.4K – – –
JWA
161
JFS Wealth Advisors
Pennsylvania
$2.27K +$133 +2 +6%
CAM
162
ClariVest Asset Management
California
$2K – – –
BTI
163
Blue Trust Inc
Georgia
$2K +$2K +27 New
SFG
164
Steward Financial Group
Texas
$2K +$2K +44 New
RFG
165
RFP Financial Group
Georgia
$1.6K – – –
BIA
166
Bell Investment Advisors
California
$1.47K – – –
AF
167
Allworth Financial
California
$1.4K – – –
Nisa Investment Advisors
168
Nisa Investment Advisors
Missouri
$1.13K – – –
LC
169
Lindbrook Capital
California
$1.13K +$200 +3 +21%
GRP
170
Global Retirement Partners
California
$1.11K – – –
SIC
171
SJS Investment Consulting
Ohio
$866 – – –
PA
172
Parallel Advisors
California
$799 – – –
BAAM
173
Baker Avenue Asset Management
California
$599 – – –
FFA
174
Farther Finance Advisors
California
$533 – – –
TWP
175
TFO Wealth Partners
Ohio
$492 +$351 +5 +250%
4 5 6
7
8