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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 %
IA
176
IFP Advisors
Florida
$333 – – –
BC
177
Brookfield Corp
Ontario, Canada
– -$6.83M -97,156 Closed
Amundi
178
Amundi
France
– -$3.21M -45,735 Closed
WMSA
179
Weiss Multi-Strategy Advisers
New York
– -$2.8M -39,767 Closed
Nomura Holdings
180
Nomura Holdings
Japan
– -$1.31M -18,579 Closed
KWM
181
Kingsview Wealth Management
Oregon
– -$1.02M -14,452 Closed
CSS
182
Cubist Systematic Strategies
Connecticut
– -$611K -8,693 Closed
WG
183
Winton Group
United Kingdom
– -$505K -7,186 Closed
BCM
184
BlueCrest Capital Management
Jersey
– -$471K -6,692 Closed
I
185
InceptionR
California
– -$465K -6,619 Closed
CGIM
186
Cannon Global Investment Management
Florida
– -$422K -6,000 Closed
FCM
187
FJ Capital Management
Virginia
– -$412K -5,853 Closed
MC
188
Maverick Capital
Texas
– -$404K -5,749 Closed
Alyeska Investment Group
189
Alyeska Investment Group
Illinois
– -$393K -5,588 Closed
SM
190
Sciencast Management
New Jersey
– -$270K -3,999 Closed
Walleye Capital
191
Walleye Capital
New York
– -$269K -3,832 Closed
Robeco Institutional Asset Management
192
Robeco Institutional Asset Management
Netherlands
– -$259K -3,687 Closed
TSS
193
Two Sigma Securities
New York
– -$218K -3,107 Closed
FM
194
Foster & Motley
Ohio
– -$208K -2,963 Closed
DI
195
Disciplined Investments
Oklahoma
– -$703 -10 Closed
VCM
196
Versant Capital Management
Arizona
– -$633 -9 Closed
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8