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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
BPC
76
Bryce Point Capital
New York
$1.55M +$1.59M +15,165 New
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$1.54M -$460K -4,400 -23%
DWM
78
Dakota Wealth Management
Florida
$1.49M +$39.1K +374 +3%
IIM
79
INTECH Investment Management
Florida
$1.49M +$643K +6,152 +73%
DFCM
80
Dark Forest Capital Management
Puerto Rico
$1.47M -$552K -5,279 -27%
TI
81
Tidal Investments
Wisconsin
$1.47M -$74.2K -710 -5%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$1.46M -$125K -1,192 -8%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$1.4M -$452K -4,324 -24%
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$1.4M -$73.6K -704 -5%
CF
85
Corebridge Financial
Texas
$1.36M -$105K -1,003 -7%
HS
86
HighVista Strategies
Massachusetts
$1.35M -$638K -6,100 -32%
Renaissance Technologies
87
Renaissance Technologies
New York
$1.31M +$1.34M +12,800 New
DB
88
Danske Bank
Denmark
$1.28M +$1.23M +11,804 +1,686%
Wolverine Trading
89
Wolverine Trading
Illinois
$1.27M +$588K +5,623 +81%
Federated Hermes
90
Federated Hermes
Pennsylvania
$1.2M -$1.67M -15,995 -58%
MWM
91
MorganRosel Wealth Management
Colorado
$1.2M +$462K +4,416 +60%
Squarepoint
92
Squarepoint
New York
$1.07M -$2.05M -19,612 -65%
CM
93
Crestline Management
Texas
$974K +$997K +9,533 New
ASRS
94
Arizona State Retirement System
Arizona
$910K -$371K -3,550 -28%
First Trust Advisors
95
First Trust Advisors
Illinois
$856K -$67.2K -643 -7%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$835K -$145K -1,382 -14%
CCM
97
Cullen Capital Management
New York
$822K +$139K +1,326 +20%
VOYA Investment Management
98
VOYA Investment Management
Georgia
$810K -$68.9K -659 -8%
Handelsbanken Fonder
99
Handelsbanken Fonder
Sweden
$807K -$52.3K -500 -6%
ProShare Advisors
100
ProShare Advisors
Maryland
$769K +$259K +2,478 +49%
2 3
4
5 6

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.