PFSI icon

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.

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
1
Fidelity Investments
Massachusetts
$28.6M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$79.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$10.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$43.3M
5
BCM
5
Basswood Capital Management
New York
$40.2M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$28.9M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$429M
3
CIM
3
Cambria Investment Management
California
$0
4
SM
4
Senvest Management
New York
$96.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$429M 4,710,366 -202,235 -4%
MP
2
MFN Partners
Massachusetts
$413M 4,531,792 – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$247M 2,714,723 +23,211 +0.9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$239M 2,618,386 +8,345 +0.3%
BlackRock
5
BlackRock
New York
$193M 2,117,762 -50,286 -2%
SM
6
Senvest Management
New York
$96.1M 1,054,462 -128,689 -11%
Invesco
7
Invesco
Georgia
$88.7M 973,259 +7,147 +0.7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$79.2M 868,936 +155,229 +22%
State Street
9
State Street
Massachusetts
$75.2M 825,493 -16,632 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$53.9M 591,291 +12,023 +2%
Goldman Sachs
11
Goldman Sachs
New York
$43.3M 474,849 +106,752 +29%
BCM
12
Basswood Capital Management
New York
$40.2M 440,930 +98,550 +29%
Charles Schwab
13
Charles Schwab
California
$36.5M 400,675 +3,930 +1%
Northern Trust
14
Northern Trust
Illinois
$32.7M 358,669 -32,458 -8%
EIP
15
Epoch Investment Partners
New York
$31.5M 345,296 -42,045 -11%
Norges Bank
16
Norges Bank
Norway
$30.5M 335,154 -18,562 -5%
Citadel Advisors
17
Citadel Advisors
Florida
$28.9M 317,622 -361,006 -53%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$28.6M 313,742 +306,916 +4,496%
Boston Partners
19
Boston Partners
Massachusetts
$28.1M 310,321 -9,302 -3%
American Century Companies
20
American Century Companies
Missouri
$28M 307,303 +12,480 +4%
CC
21
Conversant Capital
New Jersey
$25.5M 280,000 -20,000 -7%
Morgan Stanley
22
Morgan Stanley
New York
$20.2M 221,315 -88,253 -29%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$16.2M 177,315 -5,770 -3%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$14.9M 163,258 +8,408 +5%
Principal Financial Group
25
Principal Financial Group
Iowa
$13.9M 152,558 -9,983 -6%
1
2 3 4 5