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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
Mackenzie Financial
151
Mackenzie Financial
Ontario, Canada
$202K +$181K +1,770 New
X
152
Xponance
Pennsylvania
$201K +$180K +1,760 New
QT
153
Quantbot Technologies
New York
$173K +$29.7K +290 +24%
LSV Asset Management
154
LSV Asset Management
Illinois
$171K -$840K -8,200 -85%
KBC Group
155
KBC Group
Belgium
$153K +$23.1K +226 +20%
AB
156
Amalgamated Bank
New York
$102K – – –
US Bancorp
157
US Bancorp
Minnesota
$87.5K -$2.56K -25 -3%
PFBT
158
Parkside Financial Bank & Trust
Missouri
$81K +$19.9K +194 +38%
DB
159
Danske Bank
Denmark
$79.8K -$229K -2,236 -76%
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$74.5K -$2.66K -26 -4%
BTI
161
Blue Trust Inc
Georgia
$66.4K +$26.8K +262 +60%
CI Investments Inc
162
CI Investments Inc
Ontario, Canada
$66K +$5.12K +50 +9%
SO
163
STRS Ohio
Ohio
$57K +$51.2K +500 New
HCP
164
Hexagon Capital Partners
Arkansas
$51.2K -$2.87K -28 -6%
HCA
165
Harbor Capital Advisors
Illinois
$37K +$33.5K +327 New
Nomura Asset Management
166
Nomura Asset Management
Japan
$36.5K – – –
Comerica Bank
167
Comerica Bank
Texas
$23.2K +$307 +3 +2%
QCG
168
Quadrant Capital Group
Ohio
$23K – – –
FGC
169
Financial Gravity Companies
Texas
$22.8K +$20.5K +200 New
S
170
SignatureFD
Georgia
$18.9K +$5.84K +57 +52%
PS
171
Principal Securities
Iowa
$14.1K -$2.25K -22 -15%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$14K -$6.76K -66 -34%
C
173
Covestor
United Kingdom
$13K – – –
HWM
174
HighMark Wealth Management
Minnesota
$12.1K +$102 +1 +1%
WB
175
Webster Bank
Connecticut
$11.4K – – –
5 6
7
8 9

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.