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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
+$27.1M
2
RCMNY
Rubric Capital Management (New York)
New York
+$20.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$20.4M
4
OAG
Orbis Allan Gray
Bermuda
+$17.3M
5
Boston Partners
Boston Partners
Massachusetts
+$17.1M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$26.2M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$23.6M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$21.9M
4
PFMOSF
Philadelphia Financial Management of San Francisco
California
-$21.9M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
176
Principal Securities
Iowa
$7.46K -$5.21K -51 -41%
ETC
177
Exchange Traded Concepts
Oklahoma
$5.92K +$5.92K +58 New
NWWA
178
New Wave Wealth Advisors
Arkansas
$5.11K +$5.11K +50 New
AAP
179
Arax Advisory Partners
Colorado
$4.5K +$613 +6 +16%
LC
180
Lindbrook Capital
California
$4.39K -$1.23K -12 -22%
CMBA
181
C.M. Bidwell & Associates
Hawaii
$3.68K – – –
JWA
182
JFS Wealth Advisors
Pennsylvania
$3.58K – – –
RIL
183
Rothschild Investment LLC
Illinois
$3.58K +$511 +5 +17%
AF
184
Allworth Financial
California
$3.07K – – –
HWM
185
Hemington Wealth Management
Virginia
$3K +$1.22K +13 +68%
MG
186
Mather Group
Illinois
$2.76K – – –
PWMG
187
Private Wealth Management Group
New Jersey
$2.55K +$1.74K +17 +213%
PA
188
Parallel Advisors
California
$2.45K +$204 +2 +9%
BIA
189
Bell Investment Advisors
California
$2.25K – – –
SAM
190
Smartleaf Asset Management
Massachusetts
$2.23K -$304 -3 -12%
SPIA
191
Steward Partners Investment Advisory
New York
$2.04K – – –
DRP
192
Decker Retirement Planning
Utah
$1.94K +$1.94K +19 New
Nisa Investment Advisors
193
Nisa Investment Advisors
Missouri
$1.74K – – –
FFA
194
Farther Finance Advisors
California
$1.53K – – –
DPW
195
DiNuzzo Private Wealth
Pennsylvania
$1.43K +$102 +1 +8%
SIC
196
SJS Investment Consulting
Ohio
$1.23K -$204 -2 -14%
EWA
197
EverSource Wealth Advisors
Alabama
$1.23K +$1.23K +12 New
BGAI
198
Bruce G. Allen Investments
Colorado
$1.12K +$409 +4 +57%
MCM
199
Manchester Capital Management
Vermont
$818 – – –
IA
200
IFP Advisors
Florida
$409 – – –
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