We are live on ! Find out more
PFSI icon

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
IIM
101
INTECH Investment Management
Florida
$956K +$859K +8,390 New
IP
102
Interval Partners
New York
$934K +$507K +4,951 +153%
MWM
103
MorganRosel Wealth Management
Colorado
$833K -$298K -2,913 -28%
SOW
104
State of Wyoming
Wyoming
$792K -$44.3K -433 -6%
Wolverine Trading
105
Wolverine Trading
Illinois
$789K +$710K +6,936 New
Tudor Investment Corp
106
Tudor Investment Corp
Connecticut
$783K +$704K +6,869 New
CCM
107
Cullen Capital Management
New York
$766K +$304K +2,972 +79%
CG
108
Cynosure Group
Utah
$736K +$242K +2,361 +58%
Public Employees Retirement Association of Colorado
109
Public Employees Retirement Association of Colorado
Colorado
$728K – – –
Royal Bank of Canada
110
Royal Bank of Canada
Ontario, Canada
$713K -$28.9K -282 -4%
HighTower Advisors
111
HighTower Advisors
Illinois
$702K +$626K +6,111 New
Man Group
112
Man Group
United Kingdom
$692K -$6.98M -68,154 -92%
Creative Planning
113
Creative Planning
Kansas
$667K +$90K +879 +18%
VT
114
Vise Technologies
New York
$661K -$151K -1,473 -20%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$647K +$30.9K +302 +6%
OCM
116
One Capital Management
California
$639K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$633K +$56.6K +553 +11%
FC
118
FORA Capital
Florida
$616K +$554K +5,407 New
Pictet Asset Management
119
Pictet Asset Management
Switzerland
$614K +$12.3K +120 +2%
XT
120
XTX Topco
Cayman Islands
$614K +$551K +5,384 New
SGI
121
Summit Global Investments
Utah
$605K +$543K +5,305 New
GCM
122
Greenland Capital Management
New York
$584K +$524K +5,120 New
ProShare Advisors
123
ProShare Advisors
Maryland
$576K +$167K +1,633 +48%
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$502K – – –
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$383K – – –
3 4
5
6 7

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.