PennyMac Financial
PFSI
231 hedge funds and large institutions have $2.94B invested in PennyMac Financial in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 73 closing their positions.
45% more call options, than puts
Call options by funds: $140M | Put options by funds: $96.5M
18% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 72
4.36% more ownership
Funds ownership: 60.08% → 64.43% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
12% less funds holding
Funds holding: 263 → 231 (-32)
29% less capital invested
Capital invested by funds: $4.12B → $2.94B (-$1.18B)
36% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 73
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$250M |
| 2 |
DSC
Donald Smith & Co
New York
|
+$148M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$78.8M |
| 4 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$37.8M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$159M |
| 2 |
1SP
140 Summer Partners
New York
|
-$88.3M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$77.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$68M |
| 5 |
JP Morgan Chase
New York
|
-$43.7M |
PFSI Hedge Fund Activity: Q1 2026 in Review
231 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q1 2026, worth a combined $2.94B — down 29% from $4.12B a quarter earlier.
Sellers outnumbered buyers: 73 funds closed out of PFSI and 47 opened new positions — a net loss of 26 holders — while 72 trimmed existing stakes and 85 added.
The largest buyer was Millennium Management, adding an estimated $250M. The largest seller was Fidelity Investments, cutting an estimated $159M.
- 231 institutional investors held PennyMac Financial (PFSI) as of Q1 2026, down from 263 in Q4 2025.
- Funds reported $2.94B of PennyMac Financial stock for Q1 2026, down 29% quarter-over-quarter.
- 47 funds opened new PennyMac Financial positions in Q1 2026 and 73 closed out, a net change of -26 holders.
- The largest PennyMac Financial buyer in Q1 2026 was Millennium Management, an estimated $250M added.
- The largest PennyMac Financial seller in Q1 2026 was Fidelity Investments, an estimated $159M sold.
Based on aggregated 13F filings for Q1 2026.