We are live on ! Find out more
PFSI icon

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
206
Holders Change
+4
Holders Change %
+1.98%
% of All Funds
2.71%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
35
Increased
60
Reduced
81
Closed
30
Calls
$127M
Puts
$119M
Net Calls
+$7.79M
Net Calls Change
-$10.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$27.7M
2
RCMNY
Rubric Capital Management (New York)
New York
+$20.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.9M
4
OAG
Orbis Allan Gray
Bermuda
+$17.7M
5
Boston Partners
Boston Partners
Massachusetts
+$17.4M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.8M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$24.2M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$22.4M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$21.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$15.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAG
26
Orbis Allan Gray
Bermuda
$17.3M +$17.7M +169,286 New
UBS Group
27
UBS Group
Switzerland
$16.2M +$11.5M +109,579 +223%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$13.7M +$1.48M +14,141 +12%
EIP
29
Epoch Investment Partners
New York
$13.2M -$104K -996 -0.8%
KPM
30
Kinetic Partners Management
Florida
$13.1M – – –
Morgan Stanley
31
Morgan Stanley
New York
$12.4M -$5.94M -56,830 -32%
BGIM
32
Brandywine Global Investment Management
Pennsylvania
$12.4M -$577K -5,514 -4%
Principal Financial Group
33
Principal Financial Group
Iowa
$11.7M -$2.31M -22,046 -16%
N
34
Nuveen
North Carolina
$10.8M -$1.14M -10,936 -9%
Alyeska Investment Group
35
Alyeska Investment Group
Illinois
$10M -$24.2M -231,164 -70%
SDIC
36
South Dakota Investment Council
South Dakota
$9.99M – – –
UBS AM
37
UBS AM
Illinois
$9.65M -$196K -1,876 -2%
AllianceBernstein
38
AllianceBernstein
Tennessee
$9.3M -$368K -3,516 -4%
LN
39
Lightrock Netherlands
Netherlands
$9.01M +$9.17M +87,743 New
Allianz Asset Management
40
Allianz Asset Management
Germany
$7.55M -$2.27M -21,696 -23%
Qube Research & Technologies (QRT)
41
Qube Research & Technologies (QRT)
United Kingdom
$7.54M -$1.94M -18,544 -20%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.26M +$426K +4,077 +6%
Macquarie Group
43
Macquarie Group
Australia
$7.17M -$2.28M -21,823 -24%
Jane Street
44
Jane Street
New York
$6.78M +$2.01M +19,177 +41%
Swiss National Bank
45
Swiss National Bank
Switzerland
$6.17M -$2.52M -24,100 -29%
TD Asset Management
46
TD Asset Management
Ontario, Canada
$6.13M +$87.8K +840 +1%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$6.06M +$5.22M +49,882 +527%
Barclays
48
Barclays
United Kingdom
$4.89M -$1.29M -12,296 -20%
AACP
49
Advantage Alpha Capital Partners
California
$4.48M -$896K -8,569 -16%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$4.24M +$43.3K +414 +1%
1
2
3 4 5

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.