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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 %
CM
176
Caption Management
Oklahoma
– -$1.47M -24,740 Closed
SEI Investments
177
SEI Investments
Pennsylvania
– -$636K -10,675 Closed
DA
178
Duality Advisers
Florida
– -$618K -10,363 Closed
BA
179
Bridgewater Associates
Connecticut
– -$611K -10,245 Closed
Bank of Montreal
180
Bank of Montreal
Ontario, Canada
– -$482K -8,080 Closed
SWRP
181
Summit Wealth & Retirement Planning
California
– -$460K -7,725 Closed
YIH
182
Y-Intercept (HK)
Hong Kong
– -$448K -7,510 Closed
BCM
183
Bayesian Capital Management
New York
– -$339K -5,686 Closed
Mackenzie Financial
184
Mackenzie Financial
Ontario, Canada
– -$276K -4,624 Closed
AC
185
AXQ Capital
New Jersey
– -$255K -4,270 Closed
AAM
186
Advisors Asset Management
Colorado
– -$250K -4,187 Closed
GAM
187
Gotham Asset Management
New York
– -$248K -4,165 Closed
UOC
188
UBS O'Connor
Illinois
– -$241K -4,035 Closed
QT
189
Quantamental Technologies
New York
– -$231K -3,875 Closed
WBC
190
Westpac Banking Corp
Australia
– -$64.3K -1,079 Closed
Lazard Asset Management
191
Lazard Asset Management
New York
– -$35K -595 Closed
QP
192
Quilter Plc
United Kingdom
– -$248K -250 Closed
TWA
193
TCI Wealth Advisors
Arizona
– -$14K -235 Closed
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
– -$13.6K -228 Closed
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
– -$10.7K -179 Closed
BTI
196
Blue Trust Inc
Georgia
– -$5K -84 Closed
SC
197
Schubert & Co
Texas
– -$3.28K -55 Closed
SWM
198
Spire Wealth Management
Virginia
– -$3.28K -55 Closed
SFG
199
Steward Financial Group
Texas
– -$1K -33 Closed
AF
200
Advisornet Financial
Minnesota
– -$656 -11 Closed
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