We are live on ! Find out more
PFSI icon

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
QC
126
Quadrature Capital
United Kingdom
$395K +$404K +3,868 New
PWS
127
Precision Wealth Strategies
Missouri
$367K +$375K +3,590 New
AC
128
Aristeia Capital
Connecticut
$351K +$359K +3,432 New
BNP Paribas Financial Markets
129
BNP Paribas Financial Markets
France
$342K -$1.59M -15,163 -82%
SG Americas Securities
130
SG Americas Securities
New York
$334K -$904K -8,642 -73%
MC
131
Maverick Capital
Texas
$329K -$1M -9,574 -75%
Two Sigma Investments
132
Two Sigma Investments
New York
$327K -$2.3K -22 -0.7%
JF
133
Jump Financial
Illinois
$306K +$314K +3,000 New
Osaic Holdings
134
Osaic Holdings
Arizona
$287K +$35.2K +337 +14%
AIP
135
Ameritas Investment Partners
Nebraska
$286K +$16.1K +154 +6%
CIM
136
Contravisory Investment Management
Massachusetts
$284K – – –
CWM
137
CIBC World Markets
New York
$255K +$262K +2,501 New
NA
138
Navellier & Associates
Nevada
$255K – – –
Parallax Volatility Advisers
139
Parallax Volatility Advisers
California
$255K – – –
A
140
AlphaQuest
New York
$253K -$85.6K -819 -25%
Simplex Trading
141
Simplex Trading
Illinois
$246K +$253K +2,416 New
HWM
142
Hohimer Wealth Management
Washington
$228K +$16.4K +157 +8%
GT
143
Glenmede Trust
Pennsylvania
$219K +$224K +2,146 New
PCM
144
Polymer Capital Management
New York
$217K +$222K +2,123 New
Prudential Financial
145
Prudential Financial
New Jersey
$205K -$38.8K -371 -16%
FM
146
Foster & Motley
Ohio
$204K -$10.1K -97 -5%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$182K +$125K +1,199 +206%
PEAK6
148
PEAK6
Illinois
$179K +$183K +1,750 New
KBC Group
149
KBC Group
Belgium
$158K +$21.9K +209 +16%
LSV Asset Management
150
LSV Asset Management
Illinois
$153K – – –
4 5
6
7 8

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.