PennyMac Financial
PFSI
206 hedge funds and large institutions have $3.11B invested in PennyMac Financial in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 81 reducing their positions, and 30 closing their positions.
17% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 30
2% more funds holding
Funds holding: 202 → 206 (+4)
7% more call options, than puts
Call options by funds: $127M | Put options by funds: $119M
0.44% less ownership
Funds ownership: 59.81% → 59.37% (-0.44%)
11% less capital invested
Capital invested by funds: $3.49B → $3.11B (-$379M)
26% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 81
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| 1 |
Millennium Management
New York
|
+$27.7M |
| 2 |
RCMNY
Rubric Capital Management (New York)
New York
|
+$20.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$20.9M |
| 4 |
OAG
Orbis Allan Gray
Hamilton,
Bermuda
|
+$17.7M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$17.4M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
226
Aigen Investment Management
New York
| – | -$280K | -2,455 | Closed |
|
|
NEI
227
Northwest & Ethical Investments
Toronto,
Ontario, Canada
| – | -$266K | -2,330 | Closed |
|
|
VPIM
228
Vanguard Personalized Indexing Management
Oakland,
California
| – | -$211K | -1,856 | Closed |
|
|
SSW
229
Smith Shellnut Wilson
Ridgeland,
Mississippi
| – | -$211K | -1,850 | Closed |
|
230
Verition Fund Management
Greenwich,
Connecticut
| – | -$203K | -1,781 | Closed |
|
231
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$202K | -1,770 | Closed |
|
|
X
232
Xponance
Philadelphia,
Pennsylvania
| – | -$201K | -1,760 | Closed |
|
|
SO
233
STRS Ohio
Columbus,
Ohio
| – | -$57K | -500 | Closed |
|
|
WB
234
Webster Bank
Waterbury,
Connecticut
| – | -$11.4K | -100 | Closed |
|
|
CPA
235
Capital Performance Advisors
Walnut Creek,
California
| – | -$2.85K | -25 | Closed |
|
236
Allspring Global Investments
Charlotte,
North Carolina
| – | -$1.14K | -10 | Closed |
|
|
CA
237
Claris Advisors
St. Louis,
Missouri
| – | -$456 | -4 | Closed |
|
PFSI Hedge Fund Activity: Q4 2024 in Review
206 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q4 2024, worth a combined $3.11B — down 11% from $3.49B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PFSI positions and 30 closed out — a net gain of 5 holders — while 60 added to existing stakes and 81 trimmed.
The largest buyer was Millennium Management, adding an estimated $27.7M. The largest seller was Goldman Sachs, cutting an estimated $26.8M.
- 206 institutional investors held PennyMac Financial (PFSI) as of Q4 2024, up from 202 in Q3 2024.
- Funds reported $3.11B of PennyMac Financial stock for Q4 2024, down 11% quarter-over-quarter.
- 35 funds opened new PennyMac Financial positions in Q4 2024 and 30 closed out, a net change of +5 holders.
- The largest PennyMac Financial buyer in Q4 2024 was Millennium Management, an estimated $27.7M added.
- The largest PennyMac Financial seller in Q4 2024 was Goldman Sachs, an estimated $26.8M sold.
Based on aggregated 13F filings for Q4 2024.