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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 %
IP
51
Interval Partners
New York
$4.02M 39,320 +31,123 +380%
EP
52
Edgestream Partners
New Jersey
$3.99M 39,078 +16,495 +73%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$3.77M 36,900 +8,800 +31%
PGCM
54
Prescott Group Capital Management
Oklahoma
$3.68M 36,015 – –
Jacobs Levy Equity Management
55
Jacobs Levy Equity Management
New Jersey
$3.51M 34,324 -3,532 -9%
Legal & General Group
56
Legal & General Group
United Kingdom
$3.44M 33,716 -10,073 -23%
Citigroup
57
Citigroup
New York
$2.94M 28,820 +6,339 +28%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.9M 28,431 -11,308 -28%
Assenagon Asset Management
59
Assenagon Asset Management
Luxembourg
$2.78M 27,206 +5,833 +27%
Arrowstreet Capital
60
Arrowstreet Capital
Massachusetts
$2.78M 27,181 -75,632 -74%
Wells Fargo
61
Wells Fargo
California
$2.67M 26,165 -2,022 -7%
Victory Capital Management
62
Victory Capital Management
Texas
$2.57M 25,184 -4,541 -15%
Deutsche Bank
63
Deutsche Bank
Germany
$2.52M 24,624 -10,503 -30%
AQR Capital Management
64
AQR Capital Management
Connecticut
$2.36M 23,137 -4,651 -17%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$2.28M 22,337 -12,791 -36%
Franklin Resources
66
Franklin Resources
California
$2.24M 21,935 +11,074 +102%
State of New Jersey Common Pension Fund D
67
State of New Jersey Common Pension Fund D
New Jersey
$2.04M 20,017 +766 +4%
SEI Investments
68
SEI Investments
Pennsylvania
$1.88M 18,379 +991 +6%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.85M 18,092 -226 -1%
Bank of America
70
Bank of America
North Carolina
$1.82M 17,787 -74,874 -81%
Ensign Peak Advisors
71
Ensign Peak Advisors
Utah
$1.78M 17,469 – –
Canada Life
72
Canada Life
Manitoba, Canada
$1.68M 16,479 -600 -4%
QCM
73
QRG Capital Management
Illinois
$1.65M 16,182 -1,821 -10%
MIM
74
MetLife Investment Management
New Jersey
$1.64M 16,058 +634 +4%
Mirae Asset Global ETFs Holdings
75
Mirae Asset Global ETFs Holdings
Hong Kong
$1.55M 15,217 +606 +4%
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