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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.

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 Market Value Shares Shares
Change 		Shares
Change %
D.E. Shaw & Co
201
D.E. Shaw & Co
New York
– – -4,600 Closed
FC
202
FORA Capital
Florida
– – -4,192 Closed
Voloridge Investment Management
203
Voloridge Investment Management
Florida
– – -3,474 Closed
ECM
204
ExodusPoint Capital Management
New York
– – -3,246 Closed
XT
205
XTX Topco
Cayman Islands
– – -3,203 Closed
Allspring Global Investments
206
Allspring Global Investments
North Carolina
– – -2,117 Closed
QT
207
Quantbot Technologies
New York
– – -1,692 Closed
ETC
208
Exchange Traded Concepts
Oklahoma
– – -860 Closed
CIA
209
Cape Investment Advisory
Georgia
– – -670 Closed
QL
210
Quarry LP
New York
– – -180 Closed
Northwestern Mutual Wealth Management
211
Northwestern Mutual Wealth Management
Wisconsin
– – -66 Closed
CT
212
Colonial Trust
South Carolina
– – -62 Closed
OIA
213
Optimum Investment Advisors
Illinois
– – -58 Closed
BAAM
214
Baker Avenue Asset Management
California
– – -9 Closed
IA
215
IFP Advisors
Florida
– – -5 Closed
CAM
216
CenterStar Asset Management
Illinois
– – – –
Capital Fund Management (CFM)
217
Capital Fund Management (CFM)
France
– – – –
PI
218
PEAK6 Investments
Illinois
– – – –
FFL
219
Flat Footed LLC
Wyoming
– – – –
CFGS
220
Concourse Financial Group Securities
Alabama
– – – –
TSS
221
Two Sigma Securities
New York
– – – –
WAM
222
Wolverine Asset Management
Illinois
– – – –
GS
223
GTS Securities
New York
– – – –
SCM
224
Saba Capital Management
New York
– – – –
Group One Trading
225
Group One Trading
Illinois
– – – –
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