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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
I
101
InceptionR
California
$685K +$701K +6,705 New
Citadel Advisors
102
Citadel Advisors
Florida
$670K -$7.38M -70,558 -91%
KK
103
KLP Kapitalforvaltning
Norway
$654K +$669K +6,400 New
BAM
104
Bosun Asset Management
Illinois
$626K -$321K -3,073 -33%
Mariner
105
Mariner
Kansas
$615K +$344K +3,288 +120%
SOW
106
State of Wyoming
Wyoming
$611K -$101K -967 -14%
Creative Planning
107
Creative Planning
Kansas
$589K -$8.89K -85 -1%
CG
108
Cynosure Group
Utah
$584K -$76.9K -735 -11%
PFSRSONJ
109
Police & Firemen's Retirement System of New Jersey
New Jersey
$581K +$595K +5,692 New
OCM
110
One Capital Management
California
$573K – – –
HSBC Holdings
111
HSBC Holdings
United Kingdom
$559K -$17.4K -166 -3%
CCIA
112
Campbell & Co Investment Adviser
Maryland
$547K +$560K +5,356 New
Teacher Retirement System of Texas
113
Teacher Retirement System of Texas
Texas
$518K +$531K +5,074 New
Pictet Asset Management
114
Pictet Asset Management
Switzerland
$503K -$48.7K -466 -9%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$495K -$148K -1,415 -23%
CGIM
116
Cannon Global Investment Management
Florida
$490K +$251K +2,400 +100%
TRCT
117
Tower Research Capital (TRC)
New York
$475K -$93.6K -895 -16%
N
118
Natixis
France
$470K +$481K +4,600 New
VT
119
Vise Technologies
New York
$470K -$125K -1,200 -21%
Public Employees Retirement Association of Colorado
120
Public Employees Retirement Association of Colorado
Colorado
$426K -$562K -5,373 -56%
HighTower Advisors
121
HighTower Advisors
Illinois
$422K -$207K -1,978 -32%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$422K -$28.2K -270 -6%
QT
123
Quantbot Technologies
New York
$414K +$266K +2,541 +168%
GCM
124
Greenland Capital Management
New York
$409K -$117K -1,120 -22%
PA
125
Profund Advisors
Maryland
$404K +$179K +1,708 +76%
3 4
5
6 7

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.