PennyMac Financial
PFSI
230 hedge funds and large institutions have $2.93B invested in PennyMac Financial in 2026 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 66 reducing their positions, and 37 closing their positions.
65% more call options, than puts
Call options by funds: $160M | Put options by funds: $97M
47% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 66
0.26% more ownership
Funds ownership: 64.5% → 64.76% (+0.26%)
1% less capital invested
Capital invested by funds: $2.94B → $2.93B (-$15.6M)
3% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 37
2% less funds holding
Funds holding: 234 → 230 (-4)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$143M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$44.4M |
| 3 |
SI
Symmetry Investments
St Helier,
Jersey
|
+$32.5M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$27.9M |
| 5 |
Morgan Stanley
New York
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$168M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$96.5M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
-$31.8M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$23.4M |
| 5 |
CCA
Canyon Capital Advisors
Dallas,
Texas
|
-$16.4M |
PFSI Hedge Fund Activity: Q2 2026 in Review
230 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2026, worth a combined $2.93B — down 0.53% from $2.94B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of PFSI and 36 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 97 added.
The largest buyer was Rubric Capital Management (New York), adding an estimated $143M. The largest seller was Millennium Management, cutting an estimated $168M.
- 230 institutional investors held PennyMac Financial (PFSI) as of Q2 2026, down from 234 in Q1 2026.
- Funds reported $2.93B of PennyMac Financial stock for Q2 2026, down 0.53% quarter-over-quarter.
- 36 funds opened new PennyMac Financial positions in Q2 2026 and 37 closed out, a net change of -1 holder.
- The largest PennyMac Financial buyer in Q2 2026 was Rubric Capital Management (New York), an estimated $143M added.
- The largest PennyMac Financial seller in Q2 2026 was Millennium Management, an estimated $168M sold.
Based on aggregated 13F filings for Q2 2026.