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PennyMac Financial
PFSI

Overview Fund Activity

200 hedge funds and large institutions have $3.13B invested in PennyMac Financial in 2025 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 71 reducing their positions, and 30 closing their positions.

Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
28
Increased
70
Reduced
71
Closed
30
Calls
$102M
Puts
$98.9M
Net Calls
+$2.67M
Net Calls Change
-$5.12M

Top Buyers

1
OAG
1
Orbis Allan Gray
Bermuda
$92.8M
2
Millennium Management
2
Millennium Management
New York
$77.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$21.8M
4
Bank of America
4
Bank of America
North Carolina
$21M
5
PFMOSF
5
Philadelphia Financial Management of San Francisco
California
$18.7M

Top Sellers

1
RCMNY
1
Rubric Capital Management (New York)
New York
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$195M
3
BlackRock
3
BlackRock
New York
$214M
4
EIP
4
Epoch Investment Partners
New York
$0
5
SM
5
Senvest Management
New York
$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
26
Bank of America
North Carolina
$21M +$19.2M +192,288 +1,081%
PFMOSF
27
Philadelphia Financial Management of San Francisco
California
$18.7M +$18.7M +186,804 New
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$15.2M +$1.77M +17,643 +13%
LN
29
Lightrock Netherlands
Netherlands
$13.6M +$4.84M +48,312 +55%
Jane Street
30
Jane Street
New York
$12.8M +$6.14M +61,292 +92%
Morgan Stanley
31
Morgan Stanley
New York
$12.6M +$448K +4,470 +4%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$11.7M +$11.7M +116,728 New
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$11.7M -$451K -4,510 -4%
NL
34
Nuveen LLC
North Carolina
$10.5M +$10.5M +105,382 New
Principal Financial Group
35
Principal Financial Group
Iowa
$9.77M -$1.7M -16,973 -15%
UBS Group
36
UBS Group
Switzerland
$9.29M -$6.6M -65,964 -42%
SDIC
37
South Dakota Investment Council
South Dakota
$9.22M -$570K -5,698 -6%
PMAM
38
Picton Mahoney Asset Management
Ontario, Canada
$8.92M +$8.85M +88,430 +12,633%
KPM
39
Kinetic Partners Management
Florida
$8.69M -$4.1M -41,000 -32%
AllianceBernstein
40
AllianceBernstein
Tennessee
$8.56M -$551K -5,500 -6%
UBS AM
41
UBS AM
Illinois
$7.96M -$1.5M -14,975 -16%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$7.2M +$88K +879 +1%
Allianz Asset Management
43
Allianz Asset Management
Germany
$7.06M -$333K -3,329 -5%
EH
44
EMG Holdings
Connecticut
$6.47M +$6.47M +64,580 New
TD Asset Management
45
TD Asset Management
Ontario, Canada
$6.16M +$146K +1,456 +2%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$6.06M +$115K +1,152 +2%
Swiss National Bank
47
Swiss National Bank
Switzerland
$5.97M -$80.1K -800 -1%
Macquarie Group
48
Macquarie Group
Australia
$5.56M -$1.47M -14,649 -21%
AACP
49
Advantage Alpha Capital Partners
California
$5.54M +$1.15M +11,528 +26%
Barclays
50
Barclays
United Kingdom
$5.5M +$709K +7,084 +15%
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