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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 %
CAM
176
ClariVest Asset Management
California
$9.65K – – –
SCM
177
Sterling Capital Management
North Carolina
$6.5K +$6.5K +57 New
LC
178
Lindbrook Capital
California
$6.27K +$1.03K +9 +20%
AAP
179
Arax Advisory Partners
Colorado
$4.33K – – –
CMBA
180
C.M. Bidwell & Associates
Hawaii
$4.1K +$4.1K +36 New
JWA
181
JFS Wealth Advisors
Pennsylvania
$3.99K +$114 +1 +3%
RIL
182
Rothschild Investment LLC
Illinois
$3.42K +$1.71K +15 +100%
AF
183
Allworth Financial
California
$3.19K +$456 +4 +17%
MG
184
Mather Group
Illinois
$3.08K – – –
CPA
185
Capital Performance Advisors
California
$2.85K +$2.85K +25 New
SAM
186
Smartleaf Asset Management
Massachusetts
$2.85K +$1.48K +13 +108%
BIA
187
Bell Investment Advisors
California
$2.51K – – –
PA
188
Parallel Advisors
California
$2.51K +$570 +5 +29%
SPIA
189
Steward Partners Investment Advisory
New York
$2.28K +$2.28K +20 New
Nisa Investment Advisors
190
Nisa Investment Advisors
Missouri
$1.94K – – –
FFA
191
Farther Finance Advisors
California
$1.71K +$684 +6 +67%
SIC
192
SJS Investment Consulting
Ohio
$1.6K – – –
DPW
193
DiNuzzo Private Wealth
Pennsylvania
$1.48K +$228 +2 +18%
Allspring Global Investments
194
Allspring Global Investments
North Carolina
$1.14K – – –
HWM
195
Hemington Wealth Management
Virginia
$1K +$1K +19 New
MCM
196
Manchester Capital Management
Vermont
$912 – – –
PWMG
197
Private Wealth Management Group
New Jersey
$912 – – –
BGAI
198
Bruce G. Allen Investments
Colorado
$798 +$798 +7 New
CA
199
Claris Advisors
Missouri
$456 +$456 +4 New
TFM
200
TFC Financial Management
Massachusetts
$114 – – –
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