PFSI icon

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 %
GFPC
201
Global Financial Private Client
Florida
$306 +$306 +3 New
AF
202
Advisornet Financial
Minnesota
$306 +$306 +3 New
CA
203
CoreCap Advisors
Michigan
$306 +$306 +3 New
AWM
204
Avior Wealth Management
Nebraska
$204 +$204 +2 New
PWM
205
Parkworth Wealth Management
California
$204 +$204 +2 New
TFM
206
TFC Financial Management
Massachusetts
$103 – – –
PFMOSF
207
Philadelphia Financial Management of San Francisco
California
– -$21.9M -192,066 Closed
Blackstone Inc
208
Blackstone Inc
New York
– -$9.69M -85,000 Closed
DA
209
Denali Advisors
California
– -$4.42M -38,800 Closed
EH
210
EMG Holdings
Connecticut
– -$4.4M -38,649 Closed
SEC
211
Seven Eight Capital
New York
– -$1.63M -14,285 Closed
Thrivent Financial for Lutherans
212
Thrivent Financial for Lutherans
Minnesota
– -$1.54M -13,482 Closed
Nomura Holdings
213
Nomura Holdings
Japan
– -$1.08M -9,444 Closed
Tudor Investment Corp
214
Tudor Investment Corp
Connecticut
– -$783K -6,869 Closed
Man Group
215
Man Group
United Kingdom
– -$692K -6,069 Closed
FC
216
FORA Capital
Florida
– -$616K -5,407 Closed
XT
217
XTX Topco
Cayman Islands
– -$614K -5,384 Closed
SGI
218
Summit Global Investments
Utah
– -$605K -5,305 Closed
Cambridge Investment Research Advisors
219
Cambridge Investment Research Advisors
Iowa
– -$383K -3,359 Closed
GCP
220
GSA Capital Partners
United Kingdom
– -$347K -3,042 Closed
TSS
221
Two Sigma Securities
New York
– -$335K -2,940 Closed
PCM
222
PAR Capital Management
Massachusetts
– -$285K -2,500 Closed
SC
223
Shay Capital
New York
– -$285K -2,500 Closed
NC
224
nVerses Capital
Florida
– -$285K -2,500 Closed
AIM
225
Aigen Investment Management
New York
– -$280K -2,455 Closed
6 7 8
9
10