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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.45B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 69 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+17
Holders Change %
+9.29%
% of All Funds
2.89%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
69
Reduced
57
Closed
24
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$133M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$37.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$107M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$24.6M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$21.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$256M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$511M
4
SM
4
Senvest Management
New York
$113M
5
CC
5
Conversant Capital
New Jersey
$22.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
X
151
Xponance
Pennsylvania
$201K +$201K +1,760 New
QT
152
Quantbot Technologies
New York
$173K +$33.1K +290 +24%
LSV Asset Management
153
LSV Asset Management
Illinois
$171K -$935K -8,200 -85%
KBC Group
154
KBC Group
Belgium
$153K +$25.8K +226 +20%
AB
155
Amalgamated Bank
New York
$102K – – –
US Bancorp
156
US Bancorp
Minnesota
$87.5K -$2.85K -25 -3%
PFBT
157
Parkside Financial Bank & Trust
Missouri
$81K +$22.1K +194 +38%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.5K -$2.96K -26 -4%
BTI
159
Blue Trust Inc
Georgia
$66.4K +$24.8K +262 +60%
CI Investments Inc
160
CI Investments Inc
Ontario, Canada
$66K +$5.68K +50 +9%
SO
161
STRS Ohio
Ohio
$57K +$57K +500 New
HCP
162
Hexagon Capital Partners
Arkansas
$51.2K -$3.19K -28 -6%
HCA
163
Harbor Capital Advisors
Illinois
$37K +$37K +327 New
Nomura Asset Management
164
Nomura Asset Management
Japan
$36.5K – – –
Comerica Bank
165
Comerica Bank
Texas
$23.2K +$342 +3 +2%
QCG
166
Quadrant Capital Group
Ohio
$23K – – –
FGC
167
Financial Gravity Companies
Texas
$22.8K +$22.8K +200 New
S
168
SignatureFD
Georgia
$18.9K +$6.5K +57 +52%
PS
169
Principal Securities
Iowa
$14.1K -$2.51K -22 -15%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$14K -$7.33K -66 -34%
C
171
Covestor
United Kingdom
$13K – – –
HWM
172
HighMark Wealth Management
Minnesota
$12.1K +$114 +1 +1%
WB
173
Webster Bank
Connecticut
$11.4K – – –
GI
174
GAMMA Investing
California
$10.3K +$3.08K +27 +43%
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$10K – – –
5 6
7
8 9