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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 %
AB
151
Amalgamated Bank
New York
$209K -$24.1K -273 -10%
SI
152
Saxon Interests
Texas
$208K +$208K +2,352 New
MLICM
153
Metropolitan Life Insurance Company (MetLife)
New York
$130K – – –
KBC Group
154
KBC Group
Belgium
$73K +$24.4K +277 +50%
US Bancorp
155
US Bancorp
Minnesota
$67.9K -$2.47K -28 -4%
FGAM
156
Financial Gravity Asset Management
Texas
$59.2K +$59.2K +670 New
WTG
157
West Tower Group
Virginia
$45.2K +$45.2K +512 New
CI Investments Inc
158
CI Investments Inc
Ontario, Canada
$40K +$40K +458 New
PFBT
159
Parkside Financial Bank & Trust
Missouri
$36.2K +$36.2K +410 New
HCP
160
Hexagon Capital Partners
Arkansas
$32.2K +$18.1K +205 +129%
Nomura Asset Management
161
Nomura Asset Management
Japan
$28.3K – – –
UFF
162
USA Financial Formulas
Michigan
$25.2K +$25.2K +285 New
CG
163
Cutler Group
California
$22K +$1.77K +20 +9%
EC
164
EntryPoint Capital
New York
$20.5K +$20.5K +232 New
Comerica Bank
165
Comerica Bank
Texas
$14.8K +$1.5K +17 +11%
QCG
166
Quadrant Capital Group
Ohio
$13.1K +$9.81K +111 +300%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$13K +$523 +6 +4%
TPCW
168
TD Private Client Wealth
New York
$11.5K -$14.5K -164 -56%
C
169
Covestor
United Kingdom
$11K -$10.4K -119 -49%
BTI
170
Blue Trust Inc
Georgia
$10K +$8.24K +126 +467%
PS
171
Principal Securities
Iowa
$9.9K +$9.9K +112 New
S
172
SignatureFD
Georgia
$9.63K – – –
HWM
173
HighMark Wealth Management
Minnesota
$9.28K – – –
WB
174
Webster Bank
Connecticut
$8.84K – – –
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$7.48K – – –
5 6
7
8 9