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PennyMac Financial
PFSI

202 hedge funds and large institutions have $3.49B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

26% more capital invested

Capital invested by funds: $2.76B → $3.49B (+$724M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

17% more call options, than puts

Call options by funds: $129M | Put options by funds: $110M

10% more funds holding

Funds holding: 184 → 202 (+18)

2.43% more ownership

Funds ownership: 57.39% → 59.81% (+2.4%)

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
70
Reduced
58
Closed
23
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.5M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$33.7M
3
Goldman Sachs
Goldman Sachs
New York
+$28.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.1M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$16.1M
4
SM
Senvest Management
New York
-$12.3M
5
CC
Conversant Capital
New Jersey
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
26
Palisade Capital Management
New Jersey
$19.1M +$7.53M +73,503 +78%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$18.5M -$2.06M -20,148 -11%
Principal Financial Group
28
Principal Financial Group
Iowa
$15.6M -$1.66M -16,226 -11%
EIP
29
Epoch Investment Partners
New York
$14.8M -$2.31M -22,580 -15%
KPM
30
Kinetic Partners Management
Florida
$14.6M +$13.1M +127,800 New
T. Rowe Price Associates
31
T. Rowe Price Associates
Maryland
$13.7M +$23.3K +227 +0.2%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$13.7M -$369K -3,600 -3%
N
33
Nuveen
North Carolina
$13.3M -$98.6K -963 -0.8%
PMAM
34
Picton Mahoney Asset Management
Ontario, Canada
$12.2M +$4.88M +47,646 +80%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$11.7M -$2.89M -28,199 -22%
SDIC
36
South Dakota Investment Council
South Dakota
$11.1M – – –
UBS AM
37
UBS AM
Illinois
$11M +$68.5K +669 +0.7%
Allianz Asset Management
38
Allianz Asset Management
Germany
$10.9M +$1.18M +11,547 +14%
AllianceBernstein
39
AllianceBernstein
Tennessee
$10.8M -$1.11M -10,790 -10%
Bank of America
40
Bank of America
North Carolina
$10.6M +$5.93M +57,880 +166%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$10.5M -$1.68M -16,379 -15%
Macquarie Group
42
Macquarie Group
Australia
$10.5M -$1.02M -9,946 -10%
Blackstone Inc
43
Blackstone Inc
New York
$9.69M +$8.71M +85,000 New
Swiss National Bank
44
Swiss National Bank
Switzerland
$9.63M +$20.5K +200 +0.2%
Citadel Advisors
45
Citadel Advisors
Florida
$8.79M +$2.05M +20,011 +35%
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$7.63M +$1.17M +11,399 +21%
Barclays
47
Barclays
United Kingdom
$6.86M +$5.15M +50,238 +505%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$6.74M -$164K -1,600 -3%
AACP
49
Advantage Alpha Capital Partners
California
$5.97M -$1.5M -14,612 -22%
UBS Group
50
UBS Group
Switzerland
$5.61M +$2.29M +22,365 +83%
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PFSI Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q3 2024, worth a combined $3.49B — up 26% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PFSI positions and 23 closed out — a net gain of 19 holders — while 70 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $28.5M sold.

  • 202 institutional investors held PennyMac Financial (PFSI) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $3.49B of PennyMac Financial stock for Q3 2024, up 26% quarter-over-quarter.
  • 42 funds opened new PennyMac Financial positions in Q3 2024 and 23 closed out, a net change of +19 holders.
  • The largest PennyMac Financial buyer in Q3 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest PennyMac Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2024.