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PennyMac Financial
PFSI

Overview Fund Activity

183 hedge funds and large institutions have $2.76B invested in PennyMac Financial in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 33 closing their positions.

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
77
Reduced
55
Closed
33
Calls
$47.4M
Puts
$51.3M
Net Calls
-$3.95M
Net Calls Change
+$32.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$23.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$28.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$62.1M
4
Ameriprise
4
Ameriprise
Minnesota
$18.5M
5
PCM
5
Palisade Capital Management
New Jersey
$8.88M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$234M
3
EIP
3
Epoch Investment Partners
New York
$14.4M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$439M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Nomura Asset Management
151
Nomura Asset Management
Japan
$30.3K 320 – –
QL
152
Quarry LP
New York
$22.5K 238 +238 New
QCG
153
Quadrant Capital Group
Ohio
$19.1K 202 +54 +36%
Comerica Bank
154
Comerica Bank
Texas
$18.9K 200 +41 +26%
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$18K 192 +46 +32%
PS
156
Principal Securities
Iowa
$13.8K 146 +13 +10%
C
157
Covestor
United Kingdom
$11K 118 +1 +0.9%
S
158
SignatureFD
Georgia
$10.3K 109 – –
HWM
159
HighMark Wealth Management
Minnesota
$9.98K 105 – –
CAM
160
ClariVest Asset Management
California
$9.65K 102 +65 +176%
WB
161
Webster Bank
Connecticut
$9.46K 100 – –
Mitsubishi UFJ Asset Management
162
Mitsubishi UFJ Asset Management
Japan
$8.33K 88 – –
IC
163
Innealta Capital
Texas
$6.62K 70 +70 New
GI
164
GAMMA Investing
California
$5.96K 63 +10 +19%
RWMG
165
Redwood Wealth Management Group
New Jersey
$5.19K 55 +55 New
LC
166
Lindbrook Capital
California
$4.35K 46 – –
AAP
167
Arax Advisory Partners
Colorado
$3.6K 38 +38 New
JWA
168
JFS Wealth Advisors
Pennsylvania
$3.22K 34 – –
MG
169
Mather Group
Illinois
$2.46K 27 +27 New
AF
170
Allworth Financial
California
$2.43K 24 – –
BIA
171
Bell Investment Advisors
California
$2.08K 22 – –
Nisa Investment Advisors
172
Nisa Investment Advisors
Missouri
$1.61K 17 – –
PA
173
Parallel Advisors
California
$1.61K 17 – –
RIL
174
Rothschild Investment LLC
Illinois
$1.42K 15 +10 +200%
SIC
175
SJS Investment Consulting
Ohio
$1.33K 14 – –
5 6
7
8 9