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
PFBT
151
Parkside Financial Bank & Trust
Missouri
$112K +$40.7K +389 +55%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$94.8K -$101K -963 -50%
AB
153
Amalgamated Bank
New York
$92K – – –
BC
154
Bayforest Capital
United Kingdom
$91.4K +$93.6K +895 New
US Bancorp
155
US Bancorp
Minnesota
$78.4K – – –
ACM
156
Aquatic Capital Management
Illinois
$71.3K +$73K +698 New
PMAM
157
Picton Mahoney Asset Management
Ontario, Canada
$71K -$11.1M -106,239 -99%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8K – – –
SCM
159
Sterling Capital Management
North Carolina
$40.9K +$35.9K +343 +602%
TWC
160
TD Waterhouse Canada
Ontario, Canada
$38.7K +$39.6K +379 New
HCA
161
Harbor Capital Advisors
Illinois
$38K +$4.29K +41 +13%
HCP
162
Hexagon Capital Partners
Arkansas
$36.7K -$9.41K -90 -20%
Nomura Asset Management
163
Nomura Asset Management
Japan
$32.7K – – –
Comerica Bank
164
Comerica Bank
Texas
$21.1K +$418 +4 +2%
QCG
165
Quadrant Capital Group
Ohio
$20.6K – – –
FGC
166
Financial Gravity Companies
Texas
$20.4K – – –
SFGP
167
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$19.4K +$19.9K +190 New
HT
168
Headlands Technologies
Illinois
$19.1K -$200K -1,908 -91%
S
169
SignatureFD
Georgia
$16.8K -$209 -2 -1%
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$16K +$3.35K +32 +25%
C
171
Covestor
United Kingdom
$12K – – –
BTI
172
Blue Trust Inc
Georgia
$11.3K -$61.8K -591 -84%
HWM
173
HighMark Wealth Management
Minnesota
$10.8K – – –
GI
174
GAMMA Investing
California
$9.8K +$627 +6 +7%
Mitsubishi UFJ Asset Management
175
Mitsubishi UFJ Asset Management
Japan
$8.87K – – –
5 6
7
8 9

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.