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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 %
PVM
201
Palogic Value Management
Texas
– -$1.86M -21,103 Closed
KPF
202
K2 Principal Fund
Ontario, Canada
– -$1.72M -19,480 Closed
AR
203
Advisory Research
Illinois
– -$1.5M -16,952 Closed
Tudor Investment Corp
204
Tudor Investment Corp
Connecticut
– -$1.35M -15,227 Closed
Wolverine Trading
205
Wolverine Trading
Illinois
– -$1.1M -12,470 Closed
DTL
206
Dynamic Technology Lab
Singapore
– -$1.02M -11,532 Closed
State Board of Administration of Florida Retirement System
207
State Board of Administration of Florida Retirement System
Florida
– -$644K -7,283 Closed
Marshall Wace
208
Marshall Wace
United Kingdom
– -$589K -6,665 Closed
CT
209
ClearAlpha Technologies
Connecticut
– -$575K -6,511 Closed
NYLIM
210
New York Life Investment Management
New York
– -$512K -5,793 Closed
DFCM
211
Dark Forest Capital Management
Puerto Rico
– -$501K -5,672 Closed
Walleye Capital
212
Walleye Capital
New York
– -$487K -5,516 Closed
Prudential Financial
213
Prudential Financial
New Jersey
– -$460K -5,200 Closed
NFG
214
Nations Financial Group
Iowa
– -$318K -3,600 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
215
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$310K -3,513 Closed
Envestnet Asset Management
216
Envestnet Asset Management
Illinois
– -$296K -3,351 Closed
CAPTRUST Financial Advisors
217
CAPTRUST Financial Advisors
North Carolina
– -$292K -3,304 Closed
VF
218
Virtu Financial
New York
– -$253K -2,861 Closed
NRD
219
Nebula Research & Development
New York
– -$246K -2,780 Closed
JFG
220
Jefferies Financial Group
New York
– -$234K -2,649 Closed
SI
221
Saxon Interests
Texas
– -$208K -2,352 Closed
WTG
222
West Tower Group
Virginia
– -$45.2K -512 Closed
UFF
223
USA Financial Formulas
Michigan
– -$25.2K -285 Closed
CG
224
Cutler Group
California
– -$22K -249 Closed
EC
225
EntryPoint Capital
New York
– -$20.5K -232 Closed
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