PFSI icon

PennyMac Financial
PFSI

Overview Fund Activity

169 hedge funds and large institutions have $2.07B invested in PennyMac Financial in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 31 closing their positions.

Holders
169
Holders Change
-6
Holders Change %
-3.43%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
26
Increased
46
Reduced
61
Closed
31
Calls
$47.2M
Puts
$159M
Net Calls
-$112M
Net Calls Change
+$120M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$51.3M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$23.8M
3
Invesco
3
Invesco
Georgia
$23.4M
4
Man Group
4
Man Group
United Kingdom
$13M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$181M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.18M
2
LP
2
LMR Partners
United Kingdom
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$983K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$10.8M
5
SM
5
Senvest Management
New York
$194M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$357M 5,071,854 -64,931 -1%
MP
2
MFN Partners
Massachusetts
$319M 4,531,792 – –
SM
3
Senvest Management
New York
$194M 2,755,595 -136,414 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$183M 2,607,655 +144,411 +6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$181M 2,573,986 +147,613 +6%
BlackRock
6
BlackRock
New York
$142M 2,013,978 -48,354 -2%
State Street
7
State Street
Massachusetts
$62.8M 892,756 -23,594 -3%
Citadel Advisors
8
Citadel Advisors
Florida
$51.3M 729,063 +417,191 +134%
EIP
9
Epoch Investment Partners
New York
$50.3M 715,015 -13,923 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$37.6M 535,410 -212 -0%
BCM
11
Basswood Capital Management
New York
$36.3M 516,043 -21,219 -4%
Goldman Sachs
12
Goldman Sachs
New York
$29M 411,909 -41,046 -9%
Northern Trust
13
Northern Trust
Illinois
$28.1M 399,384 -5,642 -1%
Charles Schwab
14
Charles Schwab
California
$27.1M 385,943 -3,154 -0.8%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$23.9M 339,904 +57,868 +21%
PFMOSF
16
Philadelphia Financial Management of San Francisco
California
$23.8M 339,162 +339,162 New
Invesco
17
Invesco
Georgia
$23.4M 332,116 +286,195 +623%
American Century Companies
18
American Century Companies
Missouri
$18.4M 261,469 +9,220 +4%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$17.7M 251,959 -17,292 -6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$16M 227,235 -14,864 -6%
Man Group
21
Man Group
United Kingdom
$13M 184,929 +184,929 New
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$11.2M 158,978 -4,966 -3%
AllianceBernstein
23
AllianceBernstein
Tennessee
$10.8M 153,252 -156,850 -51%
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$9.23M 131,315 +768 +0.6%
Nuveen Asset Management
25
Nuveen Asset Management
Illinois
$8.83M 125,550 +1,758 +1%
1
2 3 4 5