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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
QCM
76
QRG Capital Management
Illinois
$2.05M -$1.73M -16,897 -48%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$2.03M -$1.55M -15,142 -46%
Ensign Peak Advisors
78
Ensign Peak Advisors
Utah
$1.99M – – –
SEI Investments
79
SEI Investments
Pennsylvania
$1.98M +$476K +4,648 +36%
Canada Life
80
Canada Life
Manitoba, Canada
$1.95M -$254K -2,481 -13%
Russell Investments Group
81
Russell Investments Group
United Kingdom
$1.77M -$369K -3,607 -19%
MIM
82
MetLife Investment Management
New Jersey
$1.76M – – –
TI
83
Tidal Investments
Wisconsin
$1.72M +$827K +8,078 +115%
Mirae Asset Global ETFs Holdings
84
Mirae Asset Global ETFs Holdings
Hong Kong
$1.67M +$163K +1,595 +12%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$1.65M -$20.5K -200 -1%
CF
86
Corebridge Financial
Texas
$1.63M -$9.12K -89 -0.6%
SEC
87
Seven Eight Capital
New York
$1.63M +$1.17M +11,449 +404%
DWM
88
Dakota Wealth Management
Florida
$1.62M -$11.5K -112 -0.8%
Thrivent Financial for Lutherans
89
Thrivent Financial for Lutherans
Minnesota
$1.54M – – –
MC
90
Maverick Capital
Texas
$1.46M -$10.9K -106 -0.8%
ASRS
91
Arizona State Retirement System
Arizona
$1.42M +$47.6K +465 +4%
SG Americas Securities
92
SG Americas Securities
New York
$1.36M +$909K +8,871 +292%
Franklin Resources
93
Franklin Resources
California
$1.17M -$26K -254 -2%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$1.09M – – –
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$1.08M +$970K +9,474 New
Nomura Holdings
96
Nomura Holdings
Japan
$1.08M +$967K +9,444 New
BAM
97
Bosun Asset Management
Illinois
$1.05M +$942K +9,199 New
First Trust Advisors
98
First Trust Advisors
Illinois
$1.03M -$542K -5,296 -37%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$979K -$20.5K -200 -2%
Handelsbanken Fonder
100
Handelsbanken Fonder
Sweden
$957K – – –
2 3
4
5 6

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.