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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
MP
1
MFN Partners
Massachusetts
$463M – – –
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$436M -$22.4M -214,429 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$295M +$20.9M +199,667 +7%
BlackRock
4
BlackRock
New York
$233M +$7.39M +70,636 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$220M -$10.5M -100,349 -4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$133M +$14.5M +138,853 +12%
Invesco
7
Invesco
Georgia
$121M +$369K +3,527 +0.3%
State Street
8
State Street
Massachusetts
$102M +$9.02M +86,286 +9%
SM
9
Senvest Management
New York
$101M -$94.1K -900 -0.1%
JP Morgan Chase
10
JP Morgan Chase
New York
$82.5M -$15.3M -146,575 -15%
Goldman Sachs
11
Goldman Sachs
New York
$69.3M -$26.8M -256,254 -27%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$67.3M +$1.13M +10,795 +2%
Millennium Management
13
Millennium Management
New York
$53M +$27.7M +264,956 +104%
Boston Partners
14
Boston Partners
Massachusetts
$51.3M +$17.4M +165,997 +50%
BCM
15
Basswood Capital Management
New York
$46.7M -$152K -1,458 -0.3%
Charles Schwab
16
Charles Schwab
California
$46.4M +$675K +6,459 +1%
Norges Bank
17
Norges Bank
Norway
$38M – – –
American Century Companies
18
American Century Companies
Missouri
$36.1M +$1.23M +11,765 +3%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$32.7M +$10.9M +104,022 +48%
Northern Trust
20
Northern Trust
Illinois
$29.4M -$8.84M -84,581 -23%
PCM
21
Palisade Capital Management
New Jersey
$22M +$4.97M +47,530 +28%
RCMNY
22
Rubric Capital Management (New York)
New York
$20.4M +$20.9M +200,000 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$20.3M +$3.85M +36,800 +23%
CC
24
Conversant Capital
New Jersey
$19.9M -$507K -4,850 -2%
Ameriprise
25
Ameriprise
Minnesota
$18.3M +$79.5K +760 +0.4%
1
2 3 4 5

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.