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PennyMac Financial
PFSI
PFSI
231 hedge funds and large institutions have $2.94B invested in PennyMac Financial in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 73 closing their positions.
New
Increased
Maintained
Reduced
Closed
45% more call options, than puts
Call options by funds: $140M | Put options by funds: $96.5M
18% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 72
4.36% more ownership
Funds ownership: 60.08% → 64.43% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
12% less funds holding
Funds holding: 263 → 231 (-32)
29% less capital invested
Capital invested by funds: $4.12B → $2.94B (-$1.18B)
36% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 73
Holders
231
Holders Change
-32
Holders Change %
-12.17%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
47
Increased
85
Reduced
72
Closed
73
Calls
$140M
Puts
$96.5M
Net Calls
+$43.6M
Net Calls Change
+$65.2M
Top Buyers
| 1 |
Millennium Management
New York
|
+$250M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$148M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$78.8M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$37.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.2M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 2 |
1SP
140 Summer Partners
New York
|
-$88.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$77.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68M |
| 5 |
JP Morgan Chase
New York
|
-$43.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CPG
301
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$1.03K | -7 | Closed |
|
302
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$923 | -7 | Closed |
|
|
OC
303
Optima Capital
Beaverton,
Oregon
| – | -$659 | -5 | Closed |
|
|
DF
304
Dunhill Financial
London,
United Kingdom
| – | -$76 | -1 | Closed |
|