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PennyMac Financial
PFSI

Overview Fund Activity

183 hedge funds and large institutions have $2.76B invested in PennyMac Financial in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 55 reducing their positions, and 33 closing their positions.

Holders
183
Holders Change
-9
Holders Change %
-4.69%
% of All Funds
2.66%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
26
Increased
77
Reduced
55
Closed
33
Calls
$47.4M
Puts
$51.3M
Net Calls
-$3.95M
Net Calls Change
+$32.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$23.6M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$28.5M
3
Goldman Sachs
3
Goldman Sachs
New York
$62.1M
4
Ameriprise
4
Ameriprise
Minnesota
$18.5M
5
PCM
5
Palisade Capital Management
New Jersey
$8.88M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$5.4M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$234M
3
EIP
3
Epoch Investment Partners
New York
$14.4M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$439M
5
Morgan Stanley
5
Morgan Stanley
New York
$15.2M
Name Market Value Shares Shares
Change 		Shares
Change %
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$439M 4,637,272 -73,094 -2%
MP
2
MFN Partners
Massachusetts
$429M 4,531,792 – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$251M 2,655,157 +36,771 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$234M 2,471,964 -242,759 -9%
BlackRock
5
BlackRock
New York
$208M 2,200,275 +82,513 +4%
SM
6
Senvest Management
New York
$105M 1,109,131 +54,669 +5%
Invesco
7
Invesco
Georgia
$98.9M 1,045,695 +72,436 +7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$88.3M 932,962 +64,026 +7%
State Street
9
State Street
Massachusetts
$81.4M 859,964 +34,471 +4%
Goldman Sachs
10
Goldman Sachs
New York
$62.1M 656,349 +181,500 +38%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$59.4M 628,102 +36,811 +6%
BCM
12
Basswood Capital Management
New York
$43.3M 458,167 +17,237 +4%
Charles Schwab
13
Charles Schwab
California
$39.4M 416,316 +15,641 +4%
Norges Bank
14
Norges Bank
Norway
$34.3M 362,088 +26,934 +8%
Northern Trust
15
Northern Trust
Illinois
$34.1M 360,011 +1,342 +0.4%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$33.3M 351,609 +37,867 +12%
American Century Companies
17
American Century Companies
Missouri
$32.9M 347,979 +40,676 +13%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$28.5M 301,302 +190,016 +171%
Boston Partners
19
Boston Partners
Massachusetts
$28.3M 297,116 -13,205 -4%
CC
20
Conversant Capital
New Jersey
$28.3M 299,000 +19,000 +7%
Millennium Management
21
Millennium Management
New York
$23.6M 249,037 +204,068 +454%
Ameriprise
22
Ameriprise
Minnesota
$18.5M 195,148 +166,851 +590%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17.2M 182,245 +4,930 +3%
Morgan Stanley
24
Morgan Stanley
New York
$15.2M 160,600 -60,715 -27%
Principal Financial Group
25
Principal Financial Group
Iowa
$14.5M 152,804 +246 +0.2%
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