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PennyMac Financial
PFSI

Overview Fund Activity

205 hedge funds and large institutions have $3.11B invested in PennyMac Financial in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 30 closing their positions.

Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
36
Increased
59
Reduced
81
Closed
30
Calls
$127M
Puts
$119M
Net Calls
+$7.79M
Net Calls Change
-$10.7M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$53M
2
RCMNY
2
Rubric Capital Management (New York)
New York
$20.4M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$295M
4
OAG
4
Orbis Allan Gray
Bermuda
$17.3M
5
Boston Partners
5
Boston Partners
Massachusetts
$51.3M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$69.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$10M
3
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$436M
4
PFMOSF
4
Philadelphia Financial Management of San Francisco
California
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$82.5M
Name Market Value Shares Shares
Change 		Shares
Change %
OAG
26
Orbis Allan Gray
Bermuda
$17.3M 169,286 +169,286 New
UBS Group
27
UBS Group
Switzerland
$16.2M 158,783 +109,579 +223%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$13.7M 134,435 +14,141 +12%
EIP
29
Epoch Investment Partners
New York
$13.2M 128,876 -996 -0.8%
KPM
30
Kinetic Partners Management
Florida
$13.1M 127,800 – –
Morgan Stanley
31
Morgan Stanley
New York
$12.4M 121,666 -56,830 -32%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$12.4M 120,940 -5,514 -4%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.7M 114,532 -22,046 -16%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$10.8M 105,969 -10,936 -9%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$10M 98,162 -231,164 -70%
SDIC
36
South Dakota Investment Council
South Dakota
$9.99M 97,767 – –
UBS AM
37
UBS AM
Illinois
$9.65M 94,448 -1,876 -2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$9.3M 91,043 -3,516 -4%
LN
39
Lightrock Netherlands
Netherlands
$9.01M 87,743 +87,743 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$7.55M 73,894 -21,696 -23%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$7.54M 73,788 -18,544 -20%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.26M 71,065 +4,077 +6%
Macquarie Group
43
Macquarie Group
Australia
$7.17M 70,219 -21,823 -24%
Jane Street
44
Jane Street
New York
$6.78M 66,367 +19,177 +41%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.17M 60,400 -24,100 -29%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$6.13M 60,038 +840 +1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$6.06M 59,356 +49,882 +527%
Barclays
48
Barclays
United Kingdom
$4.89M 47,883 -12,296 -20%
AACP
49
Advantage Alpha Capital Partners
California
$4.48M 43,848 -8,569 -16%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.24M 41,529 +414 +1%
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