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PennyMac Financial
PFSI

Overview Fund Activity

192 hedge funds and large institutions have $2.63B invested in PennyMac Financial in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 58 increasing their positions, 67 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
–
Holders Change %
0%
% of All Funds
2.78%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
58
Reduced
67
Closed
34
Calls
$51.1M
Puts
$87.8M
Net Calls
-$36.7M
Net Calls Change
+$52.9M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$28.6M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$79.2M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$10.1M
4
Goldman Sachs
Goldman Sachs
New York
$43.3M
5
BCM
Basswood Capital Management
New York
$40.2M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$28.9M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$429M
3
CIM
Cambria Investment Management
California
$0
4
SM
Senvest Management
New York
$96.1M
5
Morgan Stanley
Morgan Stanley
New York
$20.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
176
JFS Wealth Advisors
Pennsylvania
$3.1K – – –
BTI
177
Blue Trust Inc
Georgia
$2.46K -$11.5K -126 -82%
AF
178
Allworth Financial
California
$2.19K -$273 -3 -11%
BIA
179
Bell Investment Advisors
California
$2K – – –
FFO
180
Fortitude Family Office
Arizona
$1.82K – – –
Nisa Investment Advisors
181
Nisa Investment Advisors
Missouri
$1.55K – – –
PA
182
Parallel Advisors
California
$1.55K – – –
GRP
183
Global Retirement Partners
California
$1.55K – – –
SIC
184
SJS Investment Consulting
Ohio
$1.28K -$91 -1 -7%
DPW
185
DiNuzzo Private Wealth
Pennsylvania
$911 -$91 -1 -9%
FFA
186
Farther Finance Advisors
California
$808 – – –
PWMG
187
Private Wealth Management Group
New Jersey
$729 – – –
RFG
188
RFP Financial Group
Georgia
$547 -$1.64K -18 -75%
RIL
189
Rothschild Investment LLC
Illinois
$455 +$455 +5 New
AWM
190
Avior Wealth Management
Nebraska
$455 +$455 +5 New
TWP
191
TFO Wealth Partners
Ohio
$182 – – –
TFM
192
TFC Financial Management
Massachusetts
$92 +$92 +1 New
CIM
193
Cambria Investment Management
California
– -$11.9M -134,670 Closed
WMSA
194
Weiss Multi-Strategy Advisers
New York
– -$7.81M -88,353 Closed
BCM
195
Bridgeway Capital Management
Texas
– -$6.08M -68,800 Closed
Simplex Trading
196
Simplex Trading
Illinois
– -$4.83M -54,647 Closed
EI
197
EAM Investors
California
– -$3.67M -41,504 Closed
EGI
198
EAM Global Investors
California
– -$3.42M -38,715 Closed
Susquehanna International Group
199
Susquehanna International Group
Pennsylvania
– -$2.75M -31,132 Closed
IMC Chicago
200
IMC Chicago
Illinois
– -$2.17M -24,521 Closed
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