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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
GI
176
GAMMA Investing
California
$10.3K +$2.77K +27 +43%
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$10K – – –
CAM
178
ClariVest Asset Management
California
$9.65K – – –
SCM
179
Sterling Capital Management
North Carolina
$6.5K +$5.84K +57 New
LC
180
Lindbrook Capital
California
$6.27K +$922 +9 +20%
AAP
181
Arax Advisory Partners
Colorado
$4.33K – – –
CMBA
182
C.M. Bidwell & Associates
Hawaii
$4.1K +$3.69K +36 New
JWA
183
JFS Wealth Advisors
Pennsylvania
$3.99K +$102 +1 +3%
RIL
184
Rothschild Investment LLC
Illinois
$3.42K +$1.54K +15 +100%
AF
185
Allworth Financial
California
$3.19K +$410 +4 +17%
MG
186
Mather Group
Illinois
$3.08K – – –
CPA
187
Capital Performance Advisors
California
$2.85K +$2.56K +25 New
SAM
188
Smartleaf Asset Management
Massachusetts
$2.85K +$1.33K +13 +108%
BIA
189
Bell Investment Advisors
California
$2.51K – – –
PA
190
Parallel Advisors
California
$2.51K +$512 +5 +29%
SPIA
191
Steward Partners Investment Advisory
New York
$2.28K +$2.05K +20 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$1.94K – – –
FFA
193
Farther Finance Advisors
California
$1.71K +$615 +6 +67%
SIC
194
SJS Investment Consulting
Ohio
$1.6K – – –
DPW
195
DiNuzzo Private Wealth
Pennsylvania
$1.48K +$205 +2 +18%
Allspring Global Investments
196
Allspring Global Investments
North Carolina
$1.14K – – –
HWM
197
Hemington Wealth Management
Virginia
$1K +$1.95K +19 New
MCM
198
Manchester Capital Management
Vermont
$912 – – –
PWMG
199
Private Wealth Management Group
New Jersey
$912 – – –
BGAI
200
Bruce G. Allen Investments
Colorado
$798 +$717 +7 New
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.