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PennyMac Financial Services (PFSI) Institutional Ownership

PennyMac Financial Services logo
$101.66 +1.56 (+1.56%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

Current
Institutional Ownership
Percentage
57.87%
Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$293.09M
Number of
Institutional Sellers
(last 12 months)
50
Total
Institutional Outflows
(last 12 months)
$250.94M
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PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.136,578$15.57M0.0%-10.6%0.266%
11/27/2024 Franklin Resources Inc.10,861$1.18M0.0%-2.3%0.021%
11/25/2024 Tidal Investments LLC15,086$1.72M0.0%+115.3%0.029%
11/19/2024 Hohimer Wealth Management LLC2,073$236K0.1%N/A0.004%
11/16/2024 Geode Capital Management LLC647,764$73.84M0.0%+3.1%1.264%
11/15/2024 Barclays PLC60,179$6.86M0.0%+505.4%0.117%
11/15/2024 XTX Topco Ltd5,384$614K0.0%N/A0.011%
11/15/2024 State Street Corp911,741$103.91M0.0%+6.0%1.779%
11/15/2024 Philadelphia Financial Management of San Francisco LLC192,066$21.89M3.5%N/A0.375%
11/15/2024 Jacobs Levy Equity Management Inc.37,856$4.31M0.0%-70.0%0.074%
11/15/2024 HighTower Advisors LLC6,111$702K0.0%N/A0.012%
11/15/2024 HighVista Strategies LLC19,337$2.20M0.8%+46.1%0.038%
11/15/2024 Basswood Capital Management L.L.C.458,332$52.24M2.7%+0.0%0.894%
11/14/2024 Maverick Capital Ltd.12,798$1.46M0.0%-0.8%0.025%
11/14/2024 Edgestream Partners L.P.22,583$2.57M0.1%-73.4%0.044%
11/14/2024 Verition Fund Management LLC1,781$203K0.0%N/A0.003%
11/14/2024 Northwest & Ethical Investments L.P.2,330$266K0.0%+38.3%0.005%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC96,324$10.98M0.0%+0.7%0.188%
11/14/2024 FORA Capital LLC5,407$616K0.1%N/A0.011%
11/13/2024 Cynosure Group LLC6,454$736K0.1%+57.7%0.013%
11/13/2024 BNP Paribas Financial Markets18,508$2.11M0.0%+88.7%0.036%
11/13/2024 Quantbot Technologies LP1,516$173K0.0%+23.7%0.003%
11/13/2024 Advantage Alpha Capital Partners LP52,417$5.97M1.4%-21.8%0.102%
11/13/2024 FMR LLC1,166,998$133.00M0.0%+231.9%2.277%
11/13/2024 The Manufacturers Life Insurance Company18,318$2.09M0.0%-0.7%0.036%
11/12/2024 Senvest Management LLC989,062$112.72M3.9%-10.8%1.930%
11/12/2024 Charles Schwab Investment Management Inc.447,351$50.99M0.0%+7.5%0.873%
11/12/2024 Massachusetts Financial Services Co. MA216,228$24.64M0.0%N/A0.422%
11/9/2024 Intech Investment Management LLC8,390$956K0.0%N/A0.016%
11/7/2024 Quest Partners LLC3,296$376K0.0%-20.3%0.006%
11/7/2024 Swiss National Bank84,500$9.63M0.0%+0.2%0.165%
11/6/2024 KBC Group NV1,340$153K0.0%+20.3%0.003%
11/5/2024 Victory Capital Management Inc.29,725$3.39M0.0%-23.2%0.058%
11/5/2024 Aigen Investment Management LP2,455$280K0.1%N/A0.005%
11/5/2024 GSA Capital Partners LLP3,042$347K0.0%N/A0.006%
11/4/2024 State of New Jersey Common Pension Fund D19,251$2.19M0.0%-11.5%0.038%
11/1/2024 Summit Global Investments5,305$605K0.0%N/A0.010%
10/31/2024 Principal Financial Group Inc.136,578$15.57M0.0%-10.6%0.267%
10/30/2024 QRG Capital Management Inc.18,003$2.05M0.0%-48.4%0.035%
10/29/2024 Cannon Global Investment Management LLC2,400$274K0.4%-11.1%0.005%
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10/29/2024 Harbor Capital Advisors Inc.327$37K0.0%N/A0.001%
10/23/2024 Dakota Wealth Management14,204$1.62M0.0%-0.8%0.028%
10/23/2024 Assenagon Asset Management S.A.21,373$2.44M0.0%-46.2%0.042%
10/18/2024Blue Trust Inc.702$80K0.0%+59.5%0.001%
10/16/2024 nVerses Capital LLC2,500$285K0.1%N/A0.005%
10/11/2024 Creative Planning5,856$667K0.0%+17.7%0.011%
10/10/2024 MorganRosel Wealth Management LLC7,312$833K0.3%-28.5%0.014%
10/3/2024 SG Americas Securities LLC11,911$1.36M0.0%+291.8%0.023%
8/16/2024 Creative Planning4,977$471K0.0%+59.9%0.010%
8/16/2024 Algert Global LLC4,318$408K0.0%N/A0.008%
8/15/2024 The Manufacturers Life Insurance Company18,449$1.75M0.0%+6.7%0.036%
8/15/2024 Maverick Capital Ltd.12,904$1.22M0.0%+263.8%0.025%
8/15/2024 Dark Forest Capital Management LP6,760$639K0.1%N/A0.013%
8/15/2024 AQR Capital Management LLC12,943$1.22M0.0%-47.9%0.025%
8/15/2024 Caxton Associates LP2,392$226K0.0%-59.3%0.005%
8/14/2024 Aristeia Capital L.L.C.3,809$360K0.0%N/A0.007%
8/14/2024 Interval Partners LP3,246$307K0.0%-73.3%0.006%
8/14/2024 HighVista Strategies LLC13,237$1.25M0.5%-19.5%0.026%
8/14/2024 Epoch Investment Partners Inc.152,452$14.42M0.1%-55.8%0.299%
8/14/2024 1832 Asset Management L.P.26,200$2.48M0.0%+33.7%0.051%
8/14/2024 ProShare Advisors LLC3,419$323K0.0%-25.5%0.007%
8/13/2024 Thrivent Financial for Lutherans13,482$1.28M0.0%-4.1%0.026%
8/13/2024 Sei Investments Co.12,740$1.21M0.0%+43.6%0.025%
8/12/2024 EMG Holdings L.P.64,451$6.10M3.0%+107.4%0.127%
8/12/2024 Seven Eight Capital LP2,836$268K0.0%N/A0.006%
8/12/2024 Hsbc Holdings PLC5,350$501K0.0%-5.8%0.011%
8/12/2024 Mercer Global Advisors Inc. ADV33,209$3.14M0.0%+6.4%0.065%
8/10/2024 Denali Advisors LLC67,800$6.41M1.8%+63.0%0.133%
8/9/2024 Edgestream Partners L.P.84,861$8.03M0.4%+256.9%0.167%
8/9/2024 Dimensional Fund Advisors LP2,471,964$233.84M0.1%-8.9%4.854%
8/8/2024 Federated Hermes Inc.51,908$4.91M0.0%+0.8%0.102%
8/8/2024 American Century Companies Inc.347,979$32.92M0.0%+13.2%0.683%
8/8/2024 State of New Jersey Common Pension Fund D21,755$2.06M0.0%-32.4%0.043%
8/6/2024 Quest Partners LLC4,137$391K0.1%+493.5%0.008%
8/6/2024 LSV Asset Management9,700$918K0.0%-37.4%0.019%
8/6/2024Financial Gravity Asset Management Inc.400$38K0.0%-40.3%0.001%
8/6/2024 Acadian Asset Management LLC2,695$254K0.0%-22.2%0.005%
8/5/2024 Arizona State Retirement System11,999$1.14M0.0%+2.9%0.024%
8/5/2024 Victory Capital Management Inc.38,693$3.66M0.0%-1.5%0.076%
8/3/2024 Foster & Motley Inc.2,182$206K0.0%-17.7%0.004%
8/3/2024 TD Asset Management Inc60,798$5.75M0.0%-1.2%0.119%
8/2/2024 Cannon Global Investment Management LLC2,700$255K1.2%N/A0.005%
7/31/2024 Picton Mahoney Asset Management59,293$5.61M0.2%+25.3%0.116%
7/29/2024 Principal Financial Group Inc.152,804$14.46M0.0%+0.2%0.300%
7/29/2024 Zurcher Kantonalbank Zurich Cantonalbank9,554$904K0.0%+10.8%0.019%
7/26/2024 Bank of New York Mellon Corp182,245$17.24M0.0%+2.8%0.358%
7/22/2024 Dakota Wealth Management14,316$1.35M0.0%-32.6%0.028%
7/18/2024Blue Trust Inc.440$40K0.0%+1,529.6%0.001%
7/18/2024 Assenagon Asset Management S.A.39,722$3.76M0.0%-41.5%0.078%
7/15/2024 MorganRosel Wealth Management LLC10,225$967K0.3%-5.4%0.020%
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7/12/2024 SG Americas Securities LLC3,040$288K0.0%+36.9%0.006%
7/12/2024 Hexagon Capital Partners LLC477$45K0.0%+29.6%0.001%
7/12/2024 QRG Capital Management Inc.34,900$3.30M0.0%+3.0%0.069%
5/28/2024 Boston Partners310,321$28.10M0.0%-2.9%0.609%
5/17/2024 Hancock Whitney Corp4,607$420K0.0%-5.7%0.009%
5/16/2024 California State Teachers Retirement System40,933$3.73M0.0%-2.5%0.080%
5/16/2024 Interval Partners LP12,154$1.11M0.0%-47.2%0.024%
5/16/2024 Jacobs Levy Equity Management Inc.139,882$12.74M0.1%+0.9%0.275%
5/15/2024 Public Employees Retirement System of Ohio696$63K0.0%-72.6%0.001%
5/15/2024 Price T Rowe Associates Inc. MD110,962$10.11M0.0%-9.2%0.218%
(Data available from 1/1/2016 forward)

PFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PFSI shares?

During the previous two years, 154 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($238.51M), Dimensional Fund Advisors LP ($233.84M), FMR LLC ($133.00M), Senvest Management LLC ($112.72M), State Street Corp ($103.91M), Geode Capital Management LLC ($73.84M), and Basswood Capital Management L.L.C. ($52.24M).Learn more on PFSI's institutional investors.

What percentage of PennyMac Financial Services stock is owned by institutional investors?

57.87% of PennyMac Financial Services stock is owned by institutional investors. Learn more on PFSI's institutional investor holdings.

Which institutional investors have been buying PennyMac Financial Services stock?

Of the 127 institutional investors that purchased PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: FMR LLC ($815.39K), Dimensional Fund Advisors LP ($780.76K), Norges Bank ($353.72K), Boston Partners ($319.62K), Senvest Management LLC ($281.29K), Jacobs Levy Equity Management Inc. ($260.08K), and Massachusetts Financial Services Co. MA ($216.23K).

How much institutional buying is happening at PennyMac Financial Services?

Institutional investors have bought a total of 5,882,738 shares in the last 24 months. This purchase volume represents approximately $480.66M in transactions.

Which PennyMac Financial Services major shareholders have been selling company stock?

Of the 75 institutional investors that sold PennyMac Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Senvest Management LLC ($1.83M), Envestnet Asset Management Inc. ($699.35K), Epoch Investment Partners Inc. ($602.14K), Dimensional Fund Advisors LP ($242.76K), Basswood Capital Management L.L.C. ($149.27K), Jacobs Levy Equity Management Inc. ($88.31K), and K2 Principal Fund L.P. ($68.52K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 4,552,017 shares in the last 24 months. This volume of shares sold represents approximately $376.10M in transactions.


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This page (NYSE:PFSI) was last updated on 12/21/2024 by MarketBeat.com Staff
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