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PennyMac Financial
PFSI

202 hedge funds and large institutions have $3.49B invested in PennyMac Financial in 2024 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 23

26% more capital invested

Capital invested by funds: $2.76B → $3.49B (+$724M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

17% more call options, than puts

Call options by funds: $129M | Put options by funds: $110M

10% more funds holding

Funds holding: 184 → 202 (+18)

2.43% more ownership

Funds ownership: 57.39% → 59.81% (+2.4%)

Holders
202
Holders Change
+18
Holders Change %
+9.78%
% of All Funds
2.9%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
42
Increased
70
Reduced
58
Closed
23
Calls
$129M
Puts
$110M
Net Calls
+$18.4M
Net Calls Change
+$22.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.5M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$33.7M
3
Goldman Sachs
Goldman Sachs
New York
+$28.5M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$22.1M
5
PFMOSF
Philadelphia Financial Management of San Francisco
California
+$19.7M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$28.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$22.7M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$16.1M
4
SM
Senvest Management
New York
-$12.3M
5
CC
Conversant Capital
New Jersey
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MP
1
MFN Partners
Massachusetts
$516M – – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$511M -$16.1M -157,079 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$306M +$3.25M +31,756 +1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$256M -$22.7M -222,030 -9%
BlackRock
5
BlackRock
New York
$252M +$1.22M +11,899 +0.5%
Invesco
6
Invesco
Georgia
$134M +$13.7M +134,236 +13%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$133M +$83.5M +815,389 +232%
SM
8
Senvest Management
New York
$113M -$12.3M -120,069 -11%
JP Morgan Chase
9
JP Morgan Chase
New York
$109M +$2.23M +21,751 +2%
Goldman Sachs
10
Goldman Sachs
New York
$107M +$28.5M +278,363 +42%
State Street
11
State Street
Massachusetts
$104M +$5.3M +51,777 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$73.8M +$2.01M +19,662 +3%
BCM
13
Basswood Capital Management
New York
$52.2M +$16.9K +165 +0%
Charles Schwab
14
Charles Schwab
California
$51M +$3.18M +31,035 +7%
Northern Trust
15
Northern Trust
Illinois
$42.4M +$1.26M +12,310 +3%
Norges Bank
16
Norges Bank
Norway
$42.4M +$1.02M +9,986 +3%
American Century Companies
17
American Century Companies
Missouri
$39M -$626K -6,113 -2%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$37.5M +$33.7M +329,326 New
Boston Partners
19
Boston Partners
Massachusetts
$37.3M +$3.48M +33,967 +11%
Millennium Management
20
Millennium Management
New York
$28.9M +$469K +4,581 +2%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$24.6M +$22.1M +216,228 New
CC
22
Conversant Capital
New Jersey
$22.8M -$10.1M -99,000 -33%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$21.9M +$19.7M +192,066 New
Morgan Stanley
24
Morgan Stanley
New York
$20.3M +$1.83M +17,896 +11%
Ameriprise
25
Ameriprise
Minnesota
$20.3M -$1.74M -17,025 -9%
1
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PFSI Hedge Fund Activity: Q3 2024 in Review

202 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PennyMac Financial (PFSI) for Q3 2024, worth a combined $3.49B — up 26% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new PFSI positions and 23 closed out — a net gain of 19 holders — while 70 added to existing stakes and 58 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $83.5M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $28.5M sold.

  • 202 institutional investors held PennyMac Financial (PFSI) as of Q3 2024, up from 184 in Q2 2024.
  • Funds reported $3.49B of PennyMac Financial stock for Q3 2024, up 26% quarter-over-quarter.
  • 42 funds opened new PennyMac Financial positions in Q3 2024 and 23 closed out, a net change of +19 holders.
  • The largest PennyMac Financial buyer in Q3 2024 was Fidelity Investments, an estimated $83.5M added.
  • The largest PennyMac Financial seller in Q3 2024 was Balyasny Asset Management, an estimated $28.5M sold.

Based on aggregated 13F filings for Q3 2024.