PennyMac Financial
PFSI
184 hedge funds and large institutions have $2.76B invested in PennyMac Financial in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 77 increasing their positions, 56 reducing their positions, and 33 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
38% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 56
5% more capital invested
Capital invested by funds: $2.63B → $2.76B (+$133M)
0.09% more ownership
Funds ownership: 57.3% → 57.39% (+0.09%)
8% less call options, than puts
Call options by funds: $47.4M | Put options by funds: $51.3M
5% less funds holding
Funds holding: 193 → 184 (-9)
21% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$18.5M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
+$17.2M |
| 3 |
Goldman Sachs
New York
|
+$16.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$15.1M |
| 5 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$8.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$23.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$22M |
| 3 |
EIP
Epoch Investment Partners
New York
|
-$17.4M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$6.61M |
| 5 |
Morgan Stanley
New York
|
-$5.49M |
PFSI Hedge Fund Activity: Q2 2024 in Review
184 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q2 2024, worth a combined $2.76B — up 5.1% from $2.63B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of PFSI and 26 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 77 added.
The largest buyer was Millennium Management, adding an estimated $18.5M. The largest seller was Citadel Advisors, cutting an estimated $23.6M.
- 184 institutional investors held PennyMac Financial (PFSI) as of Q2 2024, down from 193 in Q1 2024.
- Funds reported $2.76B of PennyMac Financial stock for Q2 2024, up 5.1% quarter-over-quarter.
- 26 funds opened new PennyMac Financial positions in Q2 2024 and 33 closed out, a net change of -7 holders.
- The largest PennyMac Financial buyer in Q2 2024 was Millennium Management, an estimated $18.5M added.
- The largest PennyMac Financial seller in Q2 2024 was Citadel Advisors, an estimated $23.6M sold.
Based on aggregated 13F filings for Q2 2024.