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PennyMac Financial
PFSI

Overview Fund Activity

175 hedge funds and large institutions have $1.73B invested in PennyMac Financial in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 31 closing their positions.

Holders
175
Holders Change
-4
Holders Change %
-2.23%
% of All Funds
2.8%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.05%
New
27
Increased
59
Reduced
66
Closed
31
Calls
$54.8M
Puts
$286M
Net Calls
-$231M
Net Calls Change
+$36M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$145M
2
SM
2
Senvest Management
New York
$172M
3
Citadel Advisors
3
Citadel Advisors
Florida
$18.6M
4
LP
4
LMR Partners
United Kingdom
$15.6M
5
BCM
5
Basswood Capital Management
New York
$32M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$16.1M
3
Group One Trading
3
Group One Trading
Illinois
$0
4
Man Group
4
Man Group
United Kingdom
$12M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$18.5M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$306M 5,136,785 +144,254 +3%
MP
2
MFN Partners
Massachusetts
$270M 4,531,792 – –
SM
3
Senvest Management
New York
$172M 2,892,009 +382,434 +15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$147M 2,463,244 +37,383 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$145M 2,426,373 +410,205 +20%
BlackRock
6
BlackRock
New York
$123M 2,062,332 -32,759 -2%
State Street
7
State Street
Massachusetts
$54.6M 916,350 -77,616 -8%
EIP
8
Epoch Investment Partners
New York
$43.5M 728,938 +201,869 +38%
BCM
9
Basswood Capital Management
New York
$32M 537,262 +202,488 +60%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$31.9M 535,622 +13,296 +3%
Goldman Sachs
11
Goldman Sachs
New York
$27M 452,955 +53,009 +13%
Northern Trust
12
Northern Trust
Illinois
$24.1M 405,026 -7,553 -2%
Charles Schwab
13
Charles Schwab
California
$23.2M 389,097 +12,205 +3%
Citadel Advisors
14
Citadel Advisors
Florida
$18.6M 311,872 +298,228 +2,186%
AllianceBernstein
15
AllianceBernstein
Tennessee
$18.5M 310,102 -132,900 -30%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$16.8M 282,036 +55,577 +25%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$16.1M 269,251 -272,925 -50%
LP
18
LMR Partners
United Kingdom
$15.6M 261,146 +261,146 New
American Century Companies
19
American Century Companies
Missouri
$14.7M 252,249 +25,502 +11%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$14.4M 242,099 -20,584 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$12.2M 205,079 +130,229 +174%
Man Group
22
Man Group
United Kingdom
– – -165,717 Closed
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$9.77M 163,944 +13,696 +9%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$7.78M 130,547 +50,791 +64%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$7.38M 123,792 -9,844 -7%
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