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PennyMac Financial
PFSI

Overview Fund Activity

205 hedge funds and large institutions have $3.11B invested in PennyMac Financial in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 59 increasing their positions, 81 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+5
Holders Change %
+2.5%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
36
Increased
59
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
$53M
2
RCMNY
Rubric Capital Management (New York)
New York
$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$295M
4
OAG
Orbis Allan Gray
Bermuda
$17.3M
5
Boston Partners
Boston Partners
Massachusetts
$51.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$69.3M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
$10M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$436M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$82.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
126
Precision Wealth Strategies
Missouri
$367K +$367K +3,590 New
AC
127
Aristeia Capital
Connecticut
$351K +$351K +3,432 New
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$342K -$1.55M -15,163 -82%
SG Americas Securities
129
SG Americas Securities
New York
$334K -$883K -8,642 -73%
MC
130
Maverick Capital
Texas
$329K -$978K -9,574 -75%
Two Sigma Investments
131
Two Sigma Investments
New York
$327K -$2.25K -22 -0.7%
JF
132
Jump Financial
Illinois
$306K +$306K +3,000 New
Osaic Holdings
133
Osaic Holdings
Arizona
$287K +$34.4K +337 +14%
AIP
134
Ameritas Investment Partners
Nebraska
$286K +$15.7K +154 +6%
CIM
135
Contravisory Investment Management
Massachusetts
$284K – – –
CWM
136
CIBC World Markets
New York
$255K +$255K +2,501 New
NA
137
Navellier & Associates
Nevada
$255K – – –
Parallax Volatility Advisers
138
Parallax Volatility Advisers
California
$255K – – –
A
139
AlphaQuest
New York
$253K -$83.7K -819 -25%
Simplex Trading
140
Simplex Trading
Illinois
$246K +$246K +2,416 New
HWM
141
Hohimer Wealth Management
Washington
$228K +$16K +157 +8%
GT
142
Glenmede Trust
Pennsylvania
$219K +$219K +2,146 New
PCM
143
Polymer Capital Management
New York
$217K +$217K +2,123 New
Prudential Financial
144
Prudential Financial
New Jersey
$205K -$38K -371 -16%
FM
145
Foster & Motley
Ohio
$204K -$9.89K -97 -5%
CI Investments Inc
146
CI Investments Inc
Ontario, Canada
$182K +$123K +1,199 +206%
PEAK6
147
PEAK6
Illinois
$179K +$179K +1,750 New
KBC Group
148
KBC Group
Belgium
$158K +$21.3K +209 +16%
LSV Asset Management
149
LSV Asset Management
Illinois
$153K – – –
PFBT
150
Parkside Financial Bank & Trust
Missouri
$112K +$39.7K +389 +55%
4 5
6
7 8