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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 %
GI
176
GAMMA Investing
California
$4.62K +$4.62K +53 New
LC
177
Lindbrook Capital
California
$4.07K +$2.56K +29 +171%
CAM
178
ClariVest Asset Management
California
$3.27K – – –
HI
179
Harbour Investments
Wisconsin
$3.19K – – –
JWA
180
JFS Wealth Advisors
Pennsylvania
$3.01K – – –
AF
181
Allworth Financial
California
$2.39K +$530 +6 +29%
RFG
182
RFP Financial Group
Georgia
$2.12K – – –
BIA
183
Bell Investment Advisors
California
$1.95K – – –
FFO
184
Fortitude Family Office
Arizona
$1.77K +$1.77K +20 New
Nisa Investment Advisors
185
Nisa Investment Advisors
Missouri
$1.5K – – –
PA
186
Parallel Advisors
California
$1.5K +$442 +5 +42%
GRP
187
Global Retirement Partners
California
$1.42K – – –
SIC
188
SJS Investment Consulting
Ohio
$1.33K +$177 +2 +15%
DPW
189
DiNuzzo Private Wealth
Pennsylvania
$973 +$973 +11 New
FFA
190
Farther Finance Advisors
California
$795 +$88 +1 +13%
PWMG
191
Private Wealth Management Group
New Jersey
$707 +$707 +8 New
TWP
192
TFO Wealth Partners
Ohio
$177 -$443 -5 -71%
Adage Capital Partners
193
Adage Capital Partners
Massachusetts
– -$3.66M -54,909 Closed
MWM
194
Moran Wealth Management
Florida
– -$2.02M -30,325 Closed
GCM
195
Graham Capital Management
Connecticut
– -$1.24M -18,573 Closed
SFI
196
Susquehanna Fundamental Investments
Pennsylvania
– -$1.02M -15,305 Closed
SG Americas Securities
197
SG Americas Securities
New York
– -$694K -10,415 Closed
EH
198
EMG Holdings
Connecticut
– -$451K -6,774 Closed
Verition Fund Management
199
Verition Fund Management
Connecticut
– -$326K -4,901 Closed
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
– -$311K -4,666 Closed
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