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
IA
201
IFP Advisors
Florida
$409 – – –
AF
202
Advisornet Financial
Minnesota
$306 +$314 +3 New
CA
203
CoreCap Advisors
Michigan
$306 +$314 +3 New
GFPC
204
Global Financial Private Client
Florida
$306 +$314 +3 New
AWM
205
Avior Wealth Management
Nebraska
$204 +$209 +2 New
PWM
206
Parkworth Wealth Management
California
$204 +$209 +2 New
TFM
207
TFC Financial Management
Massachusetts
$103 – – –
PFMOSF
208
Philadelphia Financial Management of San Francisco
California
– -$21.9M -192,066 Closed
Blackstone Inc
209
Blackstone Inc
New York
– -$9.69M -85,000 Closed
DA
210
Denali Advisors
California
– -$4.42M -38,800 Closed
EH
211
EMG Holdings
Connecticut
– -$4.4M -38,649 Closed
SEC
212
Seven Eight Capital
New York
– -$1.63M -14,285 Closed
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
– -$1.54M -13,482 Closed
Nomura Holdings
214
Nomura Holdings
Japan
– -$1.08M -9,444 Closed
Tudor Investment Corp
215
Tudor Investment Corp
Connecticut
– -$718K -6,869 Closed
Man Group
216
Man Group
United Kingdom
– -$692K -6,069 Closed
FC
217
FORA Capital
Florida
– -$616K -5,407 Closed
XT
218
XTX Topco
Cayman Islands
– -$614K -5,384 Closed
SGI
219
Summit Global Investments
Utah
– -$605K -5,305 Closed
Cambridge Investment Research Advisors
220
Cambridge Investment Research Advisors
Iowa
– -$383K -3,359 Closed
GCP
221
GSA Capital Partners
United Kingdom
– -$347K -3,042 Closed
TSS
222
Two Sigma Securities
New York
– -$335K -2,940 Closed
NC
223
nVerses Capital
Florida
– -$285K -2,500 Closed
PCM
224
PAR Capital Management
Massachusetts
– -$285K -2,500 Closed
SC
225
Shay Capital
New York
– -$285K -2,500 Closed
6 7 8
9
10

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.