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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
A
126
AlphaQuest
New York
$376K -$86.1K -841 -20%
Two Sigma Investments
127
Two Sigma Investments
New York
$367K +$330K +3,222 New
GCP
128
GSA Capital Partners
United Kingdom
$347K +$312K +3,042 New
TSS
129
Two Sigma Securities
New York
$335K +$301K +2,940 New
CIM
130
Contravisory Investment Management
Massachusetts
$316K – – –
Mariner
131
Mariner
Kansas
$312K +$8.91K +87 +3%
AIP
132
Ameritas Investment Partners
Nebraska
$301K – – –
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$285K -$256K -2,500 -50%
NA
134
Navellier & Associates
Nevada
$285K – – –
NC
135
nVerses Capital
Florida
$285K +$256K +2,500 New
PCM
136
PAR Capital Management
Massachusetts
$285K +$256K +2,500 New
SC
137
Shay Capital
New York
$285K +$256K +2,500 New
Osaic Holdings
138
Osaic Holdings
Arizona
$281K -$23.6K -230 -9%
AIM
139
Aigen Investment Management
New York
$280K +$251K +2,455 New
CGIM
140
Cannon Global Investment Management
Florida
$274K -$30.7K -300 -11%
Prudential Financial
141
Prudential Financial
New Jersey
$270K +$243K +2,370 New
NEI
142
Northwest & Ethical Investments
Ontario, Canada
$266K +$66.1K +645 +38%
PA
143
Profund Advisors
Maryland
$256K +$230K +2,249 New
FM
144
Foster & Motley
Ohio
$239K -$8.6K -84 -4%
HT
145
Headlands Technologies
Illinois
$239K +$215K +2,095 New
HWM
146
Hohimer Wealth Management
Washington
$236K +$212K +2,073 New
CIBC Private Wealth Group
147
CIBC Private Wealth Group
Georgia
$218K -$154K -1,501 -44%
VPIM
148
Vanguard Personalized Indexing Management
California
$211K +$190K +1,856 New
SSW
149
Smith Shellnut Wilson
Mississippi
$211K +$189K +1,850 New
Verition Fund Management
150
Verition Fund Management
Connecticut
$203K +$182K +1,781 New
4 5
6
7 8

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.