Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pennymac Finl Svcs Inc New (PFSI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -28
Streak
1Q ▼
Buyers last Q
48%

Smart Money Signals — PFSI

Based on 235 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 — 89% of 3.0Y peak

89% of all-time peak
235 funds currently hold this stock — 89% 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 — +15% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+15% 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
138 out of 235 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 +18%, value -28%

Value
-27%
Shares
+17%
Last quarter: funds added +18% more shares while total portfolio value only changed -28%. 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 24% newcomers

■ 65% veterans ■ 12% 1-2yr ■ 24% new
Entry-cohort mix of 246 holders: 159 (65%) are 2+ year veterans, 29 entered 1–2 years ago, and 58 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
44 of 228 holders are among the 100 largest funds by AUM, controlling 45% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

Institutional Sentiment Summary — PFSI

In 2026 Q1, 137 hedge funds were net buyers of PFSI (48 opened a new position, 89 added to an existing one), while 150 reduced or exited (74 trimmed, 76 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 45% of total institutional value in PFSI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -28 funds (more exits than new entries). Total institutional holders: 235.

Hedge Fund Ownership: PFSI

How many hedge funds hold PFSI — quarterly history vs. share price
Quarterly hedge fund ownership of PFSI vs. share price

Market Analysis: PFSI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PFSI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Pennymac Finl Svcs Inc New (PFSI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PFSI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
PFSI
-5.7%
XLF
+8.5%

PFSI outperformed XLF by -14.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
PFSI
-3.5%
XLF
+4.8%

Since the filing became public, PFSI outperformed XLF by -8.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: PFSI
234 + Investors

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

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

Statistics: PFSI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
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Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

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:
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 8.30% 4,531,792 $396.1M
2 Lightrock Netherlands B.V. 2.84% 152,213 $13.3M
3 Donald Smith & CO., INC. 2.16% 1,372,204 $119.9M
4 Canyon Capital Advisors LLC 2.12% 187,500 $16.4M
5 Basswood Capital Management, L.L.C. 1.90% 461,352 $40.3M
6 Helix Partners Management LP 1.85% 79,000 $6.9M
7 BlueCrest Capital Management Ltd 1.81% 351,095 $30.7M
8 Philadelphia Financial Management of San Francisco, LLC 1.75% 69,366 $6.1M
9 Kinetic Partners Management, LP 1.51% 308,800 $27.0M
10 Senvest Management, LLC 1.47% 508,633 $44.5M
11 EMG Holdings, L.P. 1.45% 65,727 $5.7M
12 Prescott Group Capital Management, L.L.C. 1.27% 145,963 $12.8M
13 Symmetry Investments LP 1.18% 123,496 $10.8M
14 Azora Capital LP 0.63% 109,878 $9.6M
15 Dark Forest Capital Management LP 0.52% 67,075 $5.9M
16 K2 Principal Fund, L.P. 0.49% 81,002 $7.1M
17 Clearline Capital LP 0.46% 102,386 $8.9M
18 Clough Capital Partners L P 0.36% 42,930 $3.8M
19 Palisade Capital Management, LP 0.31% 105,501 $9.2M
20 EverSource Wealth Advisors, LLC 0.31% 138,303 $10.0M
21 Palogic Value Management, L.P. 0.28% 7,500 $656K
22 VARCOV Co. 0.26% 7,828 $684K
23 BW Gestao de Investimentos Ltda. 0.25% 87,500 $7.6M
24 Optimize Financial Inc 0.24% 5,526 $483K
25 Alamea Verwaltungs GmbH 0.22% 3,408 $298K
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 — 45% AUM from top-100 funds: 44 of 228 holders are among the 100 largest funds by AUM, controlling 45% 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: 138 out of 235 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.

Is it too late to buy Pennymac Finl Svcs Inc New (PFSI) following the 2026 Q1 hedge fund 13F filings?

As of today, PFSI has moved -3.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of -8.3%. Since the quarter end (March 31, 2026), PFSI has gained -5.7% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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