PFSI Hedge Fund Ownership (Q1 2026)

Pennymac Finl Svcs Inc New (PFSI)

234 + Investors. Track Smart Money conviction in PFSI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — PFSI

Based on 237 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds reduced or closed their PFSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 90% of 3.0Y peak

90% of all-time peak

237 funds currently hold this stock — 90% of the 3.0-year high of 263 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📶

Steady growth — +16% more funds vs a year ago

fund count last 6Q

+33 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 48% buying

137 buying150 selling

Last quarter: 150 funds reduced or exited vs 137 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-12 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 44 → 47 → 60 → 48. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 18% medium ■ 23% new

139 out of 237 hedge funds have held PFSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +19%, value -27%

Value

-27%

+18%

Last quarter: funds added +19% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📈

Growing discovery — still being found

32 → 44 → 47 → 60 → 48 new funds/Q

New funds entering each quarter: 44 → 47 → 60 → 48. A growing number of institutions are discovering PFSI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 65% veterans vs 23% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 23% new

Entry-cohort mix of 248 holders: 161 (65%) are 2+ year veterans, 29 entered 1–2 years ago, and 58 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds

47 of 230 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PFSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	234	263	-11.03%
13F Shares	35M	30M	17.52%
Total Value	$2.78B	$3.86B	-27.93%
New Positions	47	60	-13
Increased Positions	88	79	+9
Closed Positions	76	28	+48
Reduced Positions	71	86	-15
Total Calls	9	6	50.0%
Total Puts	9	8	12.5%
PUT/CALL Ratio	1.0	1.33	Neutral

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

234

263

-11.03%

13F Shares

35M

30M

17.52%

Total Value

$2.78B

$3.86B

-27.93%

New Positions

-13

Increased Positions

Closed Positions

+48

Reduced Positions

-15

Total Calls

50.0%

Total Puts

12.5%

PUT/CALL Ratio

1.0

1.33

Neutral

Institutional Holders (2026 Q2)

234 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PFSI. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 PFSI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	MFN Partners Management, LP	8.17%	4,531,792	$394.7M
2	EMG Holdings, L.P.	6.96%	100,000	$8.7M
3	Inherent Management Corp.	4.06%	120,000	$10.5M
4	Symmetry Investments LP	2.93%	496,742	$43.3M
5	Donald Smith & CO., INC.	2.90%	1,882,201	$163.9M
6	Lightrock Netherlands B.V.	2.63%	152,713	$13.3M
7	Rubric Capital Management LP	1.36%	1,700,000	$148.1M
8	BlueCrest Capital Management Ltd	1.14%	396,103	$34.5M
9	Senvest Management, LLC	1.03%	401,757	$35.0M
10	K2 Principal Fund, L.P.	1.02%	159,766	$13.9M
11	Prescott Group Capital Management, L.L.C.	0.94%	124,963	$10.9M
12	VARCOV Co.	0.84%	25,394	$2.2M
13	Clearline Capital LP	0.67%	129,279	$11.3M
14	Basswood Capital Management, L.L.C.	0.67%	192,334	$16.8M
15	Dark Forest Capital Management LP	0.50%	88,378	$7.7M
16	Kinetic Partners Management, LP	0.44%	209,900	$18.3M
17	Palogic Value Management, L.P.	0.34%	12,007	$1.0M
18	Clough Capital Partners L P	0.25%	34,817	$3.0M
19	Palisade Capital Management, LP	0.19%	50,121	$4.4M
20	Fieldview Capital Management, LLC	0.18%	7,325	$638K
21	Fox Run Management, L.L.C.	0.12%	8,613	$750K
22	Quantbot Technologies LP	0.12%	35,045	$3.1M
23	Sound Capital Solutions LLC	0.11%	5,507	$480K
24	Smith Shellnut Wilson LLC /Adv	0.09%	1,850	$244K
25	CastleKnight Management LP	0.09%	74,800	$6.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Pennymac Finl Svcs Inc New (PFSI)

What does the Smart Money Trend signal show for PFSI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PFSI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PFSI?

More sellers than buyers — 48% buying: Last quarter: 150 funds reduced or exited vs 137 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PFSI holders?

Elite ownership — 52% AUM from top-100 funds: 47 of 230 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in PFSI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PFSI?

59% of holders stayed for 2+ years: 139 out of 237 hedge funds have held PFSI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Pennymac Finl Svcs Inc New (PFSI)

Smart Money Signals — PFSI

Selling streak — 1 quarter in a row

High ownership — 90% of 3.0Y peak

Steady growth — +16% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-12 vs last Q)

59% of holders stayed for 2+ years

Buying through price weakness — shares +19%, value -27%

Growing discovery — still being found

Veteran-anchored — 65% veterans vs 23% newcomers

Elite ownership — 52% AUM from top-100 funds

Institutional Sentiment Summary — PFSI

Hedge Fund Ownership: PFSI

Market Analysis: PFSI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: PFSI

Hedge Fund Positioning: PFSI

Statistics: PFSI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Pennymac Finl Svcs Inc New (PFSI)

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