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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 %
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$94.8K -$95.8K -963 -50%
AB
152
Amalgamated Bank
New York
$92K – – –
BC
153
Bayforest Capital
United Kingdom
$91.4K +$91.4K +895 New
US Bancorp
154
US Bancorp
Minnesota
$78.4K – – –
ACM
155
Aquatic Capital Management
Illinois
$71.3K +$71.3K +698 New
PMAM
156
Picton Mahoney Asset Management
Ontario, Canada
$71K -$10.8M -106,239 -99%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.8K – – –
SCM
158
Sterling Capital Management
North Carolina
$40.9K +$35K +343 +602%
TWC
159
TD Waterhouse Canada
Ontario, Canada
$38.7K +$38.7K +379 New
HCA
160
Harbor Capital Advisors
Illinois
$38K +$4.23K +41 +13%
HCP
161
Hexagon Capital Partners
Arkansas
$36.7K -$9.19K -90 -20%
Nomura Asset Management
162
Nomura Asset Management
Japan
$32.7K – – –
Comerica Bank
163
Comerica Bank
Texas
$21.1K +$408 +4 +2%
QCG
164
Quadrant Capital Group
Ohio
$20.6K – – –
FGC
165
Financial Gravity Companies
Texas
$20.4K – – –
SFG
166
Stonebridge Financial Group
Pennsylvania
$19.4K +$19.4K +190 New
HT
167
Headlands Technologies
Illinois
$19.1K -$195K -1,908 -91%
S
168
SignatureFD
Georgia
$16.8K -$204 -2 -1%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$16K +$3.24K +32 +25%
C
170
Covestor
United Kingdom
$12K – – –
BTI
171
Blue Trust Inc
Georgia
$11.3K -$60.4K -591 -84%
HWM
172
HighMark Wealth Management
Minnesota
$10.8K – – –
GI
173
GAMMA Investing
California
$9.81K +$613 +6 +7%
Mitsubishi UFJ Asset Management
174
Mitsubishi UFJ Asset Management
Japan
$8.87K – – –
SS
175
SBI Securities
Japan
$8.17K +$8.17K +80 New
5 6
7
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