PennyMac Financial Services (PFSI) Institutional Ownership

$90.46
+2.50 (+2.84%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for PennyMac Financial Services (NYSE:PFSI)

Current
Institutional Ownership
Percentage
57.87%
Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$236.18M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$266.22M
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PFSI Institutional Buying and Selling by Quarter

PennyMac Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/19/2024Denali Advisors LLC41,600$3.79M1.1%+179.2%0.082%
4/19/2024Handelsinvest Investeringsforvaltning2,124$193K0.1%-34.2%0.004%
4/18/2024MorganRosel Wealth Management LLC10,811$985K0.4%+2.2%0.021%
3/25/2024Quadrature Capital Ltd10,938$967K0.0%N/A0.022%
3/11/2024Vanguard Group Inc.2,610,041$230.65M0.0%+0.8%5.176%
2/26/2024Virtu Financial LLC2,861$253K0.0%N/A0.006%
2/15/2024Palogic Value Management L.P.21,103$1.87M0.8%-10.6%0.042%
2/14/2024K2 Principal Fund L.P.19,480$1.72M0.2%-21.0%0.039%
2/14/2024Basswood Capital Management L.L.C.342,380$30.26M2.0%-30.4%0.686%
2/14/2024Quadrature Capital Ltd10,938$967K0.0%N/A0.022%
2/13/2024Epoch Investment Partners Inc.387,341$34.23M0.2%-8.9%0.776%
2/13/2024Campbell & CO Investment Adviser LLC24,753$2.19M0.2%+165.0%0.050%
2/12/2024Senvest Management LLC1,183,151$104.56M4.0%-54.7%2.370%
2/12/2024TFO Wealth Partners LLC1,148$101K0.0%+16,300.0%0.002%
2/12/2024Allianz Asset Management GmbH61,991$5.48M0.0%+8.5%0.124%
2/9/2024UBS Group AG82,027$7.25M0.0%+40.6%0.164%
2/9/2024Dynamic Technology Lab Private Ltd11,532$1.02M0.1%N/A0.023%
2/9/2024Norges Bank353,716$31.26M0.0%N/A0.708%
2/8/2024Navellier & Associates Inc.2,500$221K0.0%N/A0.005%
2/8/2024Vise Technologies Inc.4,173$369K0.1%-4.3%0.008%
2/7/2024Boston Partners319,623$28.19M0.0%N/A0.640%
2/7/2024Principal Financial Group Inc.162,541$14.36M0.0%+45.6%0.326%
2/7/2024USA Financial Formulas285$25K0.0%N/A0.001%
2/7/2024Dimensional Fund Advisors LP2,691,512$237.85M0.1%+2.7%5.391%
2/7/2024QRG Capital Management Inc.33,660$2.98M0.0%+9.8%0.067%
2/7/2024BNP Paribas Financial Markets8,913$788K0.0%-40.4%0.018%
2/7/2024Teacher Retirement System of Texas6,594$583K0.0%-32.5%0.013%
2/6/2024Picton Mahoney Asset Management47,334$4.18M0.1%N/A0.095%
2/6/2024Charles Schwab Investment Management Inc.396,745$35.06M0.0%+1.0%0.795%
2/6/2024LSV Asset Management15,500$1.37M0.0%-40.9%0.031%
2/6/2024Amalgamated Bank2,370$209K0.0%-10.3%0.005%
2/6/2024Swiss National Bank83,600$7.39M0.0%-10.3%0.167%
2/6/2024New York Life Investment Management LLC5,793$512K0.0%-2.9%0.012%
2/5/2024Victory Capital Management Inc.39,992$3.53M0.0%-4.4%0.080%
2/5/2024Hexagon Capital Partners LLC364$32K0.0%+128.9%0.001%
2/5/2024Russell Investments Group Ltd.10,063$889K0.0%-81.9%0.020%
2/2/2024State of New Jersey Common Pension Fund D32,170$2.84M0.0%-8.9%0.064%
2/1/2024Parkside Financial Bank & Trust410$36K0.0%N/A0.001%
2/1/2024New York State Common Retirement Fund15,823$1.40M0.0%+6.9%0.032%
2/1/2024Foster & Motley Inc.2,652$234K0.0%N/A0.005%
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2/1/2024Handelsbanken Fonder AB5,800$513K0.0%+9.4%0.012%
1/31/2024Federated Hermes Inc.60,346$5.33M0.0%+40.0%0.121%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank 9,214$814K0.0%+14.1%0.018%
1/24/2024Arizona State Retirement System11,851$1.05M0.0%-1.9%0.024%
1/19/2024MorganRosel Wealth Management LLC10,575$935K0.4%+12.0%0.021%
1/19/2024Denali Advisors LLC14,900$1.32M0.4%+18.1%0.030%
1/18/2024Saxon Interests Inc.2,352$208K0.1%N/A0.005%
1/11/2024 Contravisory Investment Management Inc.2,850$252K0.1%N/A0.006%
1/11/2024Handelsinvest Investeringsforvaltning3,227$285K0.1%N/A0.006%
12/19/2023Public Employees Retirement System of Ohio13,676$911K0.0%+1,730.8%0.027%
12/18/2023Vanguard Group Inc.2,590,293$172.51M0.0%-0.7%5.188%
12/6/2023Citigroup Inc.4,074$271K0.0%-81.2%0.008%
11/30/2023American Century Companies Inc.277,643$18.49M0.0%+6.2%0.556%
11/22/2023Graham Capital Management L.P.18,573$1.24M0.0%N/A0.037%
11/17/2023Jacobs Levy Equity Management Inc.258,890$17.24M0.1%N/A0.519%
11/15/2023Adage Capital Partners GP L.L.C.54,909$3.66M0.0%N/A0.110%
11/15/2023Advantage Alpha Capital Partners LP63,611$4.24M0.9%-14.2%0.127%
11/14/2023Caxton Associates LP5,874$391K0.1%+3.6%0.012%
11/14/2023Qube Research & Technologies Ltd50,595$3.37M0.0%N/A0.101%
11/14/2023Senvest Management LLC2,610,940$173.89M6.8%-5.2%5.229%
11/13/2023Epoch Investment Partners Inc.425,127$28.31M0.2%-40.5%0.851%
11/13/2023Northern Trust Corp399,208$26.59M0.0%0.0%0.800%
11/13/2023EAM Investors LLC17,656$1.18M0.2%N/A0.035%
11/13/2023Federated Hermes Inc.43,101$2.87M0.0%+59.3%0.086%
11/13/2023K2 Principal Fund L.P.24,644$1.64M0.3%-56.3%0.049%
11/13/2023Dark Forest Capital Management LP3,669$244K0.0%-82.1%0.007%
11/13/2023Brandywine Global Investment Management LLC151,597$10.10M0.1%+15.4%0.304%
11/13/2023Cambria Investment Management L.P.111,366$7.42M0.6%+8.5%0.223%
11/13/2023Invesco Ltd.490,297$32.65M0.0%+47.6%0.982%
11/13/2023QRG Capital Management Inc.30,642$2.04M0.0%N/A0.061%
11/9/2023Rhumbline Advisers43,910$2.92M0.0%-6.5%0.088%
11/9/2023Deutsche Bank AG13,409$893K0.0%+13.4%0.027%
11/9/2023Mitsubishi UFJ Trust & Banking Corp24,171$1.61M0.0%-16.0%0.048%
11/8/2023State of New Jersey Common Pension Fund D35,308$2.35M0.0%-7.3%0.071%
11/8/2023Campbell & CO Investment Adviser LLC9,341$622K0.1%N/A0.019%
11/8/2023Charles Schwab Investment Management Inc.392,798$26.16M0.0%+1.8%0.788%
11/8/2023Swiss National Bank93,200$6.21M0.0%+0.8%0.187%
11/8/2023New York Life Investment Management LLC5,963$397K0.0%-13.8%0.012%
11/7/2023Quantbot Technologies LP1,692$113K0.0%-81.9%0.003%
11/6/2023Victory Capital Management Inc.41,843$2.79M0.0%-2.8%0.084%
11/4/2023LSV Asset Management26,212$1.75M0.0%-50.7%0.053%
11/2/2023Principal Financial Group Inc.111,664$7.44M0.0%+11.3%0.224%
10/31/2023Teacher Retirement System of Texas9,774$651K0.0%+4.1%0.020%
10/30/2023MorganRosel Wealth Management LLC9,444$629K0.3%N/A0.019%
10/27/2023Allspring Global Investments Holdings LLC2,117$141K0.0%-45.9%0.004%
10/27/2023TD Asset Management Inc67,312$4.48M0.0%-9.5%0.135%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank8,076$538K0.0%+13.2%0.016%
10/24/2023Bank of New York Mellon Corp234,486$15.62M0.0%+3.2%0.470%
10/24/2023Dakota Wealth Management19,721$1.31M0.1%N/A0.040%
10/23/2023Commonwealth Equity Services LLC4,666$311K0.0%-62.0%0.009%
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10/18/2023Exchange Traded Concepts LLC860$57K0.0%N/A0.002%
10/13/2023SG Americas Securities LLC10,415$694K0.0%+283.2%0.021%
8/15/2023K2 Principal Fund L.P.56,373$3.96M0.9%-35.9%0.113%
8/15/2023HighVista Strategies LLC13,137$924K0.4%N/A0.026%
8/14/2023State of Wyoming7,803$549K0.2%+19.3%0.016%
8/14/2023WINTON GROUP Ltd7,186$505K0.0%-68.9%0.014%
8/11/2023Epoch Investment Partners Inc.715,015$50.27M0.3%-1.9%1.432%
8/11/2023Senvest Management LLC2,755,595$193.75M6.4%-4.7%5.519%
8/11/2023FJ Capital Management LLC5,853$412K0.1%N/A0.012%
8/11/2023Brandywine Global Investment Management LLC131,315$9.23M0.1%+0.6%0.263%
(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, 147 institutional investors and hedge funds held shares of PennyMac Financial Services. The most heavily invested institutionals were Dimensional Fund Advisors LP ($237.85M), Vanguard Group Inc. ($230.65M), Price T Rowe Associates Inc. MD ($215.95M), Senvest Management LLC ($104.56M), Charles Schwab Investment Management Inc. ($35.06M), Epoch Investment Partners Inc. ($34.23M), and Invesco Ltd. ($32.65M).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 116 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: Dimensional Fund Advisors LP ($1.14M), Price T Rowe Associates Inc. MD ($422.09K), Senvest Management LLC ($405.84K), Assenagon Asset Management S.A. ($364.93K), Norges Bank ($353.72K), Boston Partners ($319.62K), and Jacobs Levy Equity Management Inc. ($258.89K).

How much institutional buying is happening at PennyMac Financial Services?

Institutional investors have bought a total of 6,250,474 shares in the last 24 months. This purchase volume represents approximately $380.80M in transactions.

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

Of the 70 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 ($1.71M), Envestnet Asset Management Inc. ($706.01K), Basswood Capital Management L.L.C. ($400.65K), Epoch Investment Partners Inc. ($375.07K), Boston Partners ($166.67K), Great Lakes Advisors LLC ($150.47K), and JPMorgan Chase & Co. ($121.22K).

How much institutional selling is happening at PennyMac Financial Services?

Institutional investors have sold a total of 4,623,117 shares in the last 24 months. This volume of shares sold represents approximately $324.21M in transactions.


This page (NYSE:PFSI) was last updated on 4/23/2024 by MarketBeat.com Staff

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