PennyMac Financial Services Ownership 2024 | Who Owns PennyMac Financial Services Now?
Institutional Ownership
9.75%
Insider Ownership
36.06%
Retail Ownership
54.19%
Institutional Holders
76.00
PennyMac Financial Services Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.17% | 0.28% | 4,637,272 | -73,094 | -1.55% | 438,686,000 | Jun 30, 2024 |
| MFN PARTNERS MANAGEMENT, LP | 8.97% | 14.54% | 4,531,792 | - | - | 428,707,523 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.25% | 0.00% | 2,655,157 | 36,771 | 1.40% | 251,177,853 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 4.89% | 0.06% | 2,471,964 | -242,759 | -8.94% | 233,843,392 | Jun 30, 2024 |
| BLACKROCK INC. | 4.35% | 0.00% | 2,200,275 | 82,513 | 3.90% | 208,146,030 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 2.19% | 4.03% | 1,109,131 | 54,669 | 5.18% | 104,923,793 | Jun 30, 2024 |
| INVESCO LTD. | 2.07% | 0.02% | 1,045,695 | 72,436 | 7.44% | 98,922,747 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.85% | 0.01% | 932,962 | 64,026 | 7.37% | 88,258,205 | Jun 30, 2024 |
| STATE STREET CORP | 1.70% | 0.00% | 859,964 | 34,471 | 4.18% | 81,352,594,000 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.01% | 656,349 | 181,500 | 38.22% | 62,090,616 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.24% | 0.01% | 628,102 | 36,811 | 6.23% | 59,431,157 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.91% | 2.81% | 458,167 | 17,237 | 3.91% | 43,342,598 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.82% | 0.01% | 416,316 | 15,641 | 3.90% | 39,383,513 | Jun 30, 2024 |
| NORGES BANK | 0.72% | 0.01% | 362,088 | 362,088 | 100.00% | 34,253,525 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.71% | 0.01% | 360,011 | 1,342 | 0.37% | 34,057,041,000 | Jun 30, 2024 |
| FMR LLC | 0.70% | 0.00% | 351,609 | 37,867 | 12.07% | 33,262,174 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.69% | 0.02% | 347,979 | 40,676 | 13.24% | 32,918,813 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.60% | 0.05% | 301,302 | 190,016 | 170.75% | 28,503,169 | Jun 30, 2024 |
| CONVERSANT CAPITAL LLC | 0.59% | 5.13% | 299,000 | 19,000 | 6.79% | 28,285,400 | Jun 30, 2024 |
| BOSTON PARTNERS | 0.59% | 0.04% | 297,116 | -13,205 | -4.26% | 28,322,110 | Jun 30, 2024 |
PennyMac Financial Services's largest institutional shareholder is T. ROWE PRICE INVESTMENT MANAGEMENT, INC., holding 9.17% of the company's total share outstanding, currently valued at $438.69M. The top 10 institutional shareholders own together 41.74% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MFN PARTNERS MANAGEMENT, LP | 8.97% | 14.54% | 4,531,792 | - | - | 428,707,523 | Jun 30, 2024 |
| CONVERSANT CAPITAL LLC | 0.59% | 5.13% | 299,000 | 19,000 | 6.79% | 28,285,400 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 2.19% | 4.03% | 1,109,131 | 54,669 | 5.18% | 104,923,793 | Jun 30, 2024 |
| EMG HOLDINGS, L.P. | 0.13% | 3.00% | 64,451 | 33,370 | 107.36% | 6,097,065 | Jun 30, 2024 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 0.91% | 2.81% | 458,167 | 17,237 | 3.91% | 43,342,598 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.13% | 1.76% | 67,800 | 26,200 | 62.98% | 6,413,880 | Jun 30, 2024 |
| ADVANTAGE ALPHA CAPITAL PARTNERS LP | 0.13% | 1.38% | 67,029 | 12,960 | 23.97% | 6,341,780 | Jun 30, 2024 |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | 0.01% | 1.19% | 2,700 | 2,700 | 100.00% | 255,420 | Jun 30, 2024 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 0.07% | 0.53% | 36,015 | - | - | 3,407,000 | Jun 30, 2024 |
| HIGHVISTA STRATEGIES LLC | 0.03% | 0.46% | 13,237 | -3,200 | -19.47% | 1,252,220 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.17% | 0.39% | 84,861 | 61,087 | 256.95% | 8,027,851 | Jun 30, 2024 |
| FJ CAPITAL MANAGEMENT LLC | 0.08% | 0.38% | 37,987 | 10,850 | 39.98% | 3,593,570 | Jun 30, 2024 |
| MORGANROSEL WEALTH MANAGEMENT, LLC | 0.02% | 0.34% | 10,225 | -586 | -5.42% | 967,285 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.17% | 0.28% | 4,637,272 | -73,094 | -1.55% | 438,686,000 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.19% | 0.24% | 93,871 | 93,871 | 100.00% | 8,880,197 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.12% | 0.22% | 59,293 | 11,964 | 25.28% | 5,609,000 | Jun 30, 2024 |
| SOUTH DAKOTA INVESTMENT COUNCIL | 0.19% | 0.19% | 97,767 | 31,728 | 48.04% | 9,249,000 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.01% | 0.15% | 5,507 | 1,742 | 46.27% | 520,962 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | 0.02% | 0.14% | 8,833 | 8,833 | 100.00% | 835,602 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.01% | 0.13% | 4,051 | 4,051 | 100.00% | 383,225 | Jun 30, 2024 |
The largest PennyMac Financial Services shareholder by % of total assets is MFN PARTNERS MANAGEMENT, LP. The company owns 4.53M shares of PennyMac Financial Services (PFSI), representing 14.54% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.72% | 0.01% | 362,088 | 362,088 | 100.00% | 34,253,525 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.49% | 0.01% | 249,037 | 204,068 | 453.80% | 23,558,900 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.60% | 0.05% | 301,302 | 190,016 | 170.75% | 28,503,169 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.30% | 0.01% | 656,349 | 181,500 | 38.22% | 62,090,616 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.39% | 0.01% | 195,148 | 166,851 | 589.64% | 18,461,001 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.19% | 0.24% | 93,871 | 93,871 | 100.00% | 8,880,197 | Jun 30, 2024 |
| BLACKROCK INC. | 4.35% | 0.00% | 2,200,275 | 82,513 | 3.90% | 208,146,030 | Jun 30, 2024 |
| INVESCO LTD. | 2.07% | 0.02% | 1,045,695 | 72,436 | 7.44% | 98,922,747 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.22% | 0.00% | 110,800 | 68,900 | 164.44% | 10,481,680 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 1.85% | 0.01% | 932,962 | 64,026 | 7.37% | 88,258,205 | Jun 30, 2024 |
| EDGESTREAM PARTNERS, L.P. | 0.17% | 0.39% | 84,861 | 61,087 | 256.95% | 8,027,851 | Jun 30, 2024 |
| SENVEST MANAGEMENT, LLC | 2.19% | 4.03% | 1,109,131 | 54,669 | 5.18% | 104,923,793 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.09% | 0.00% | 46,100 | 46,100 | 100.00% | 4,361,060 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.19% | 0.00% | 95,655 | 41,991 | 78.25% | 9,048,964 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.08% | 0.00% | 41,500 | 41,500 | 100.00% | 3,925,900 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 0.69% | 0.02% | 347,979 | 40,676 | 13.24% | 32,918,813 | Jun 30, 2024 |
| FMR LLC | 0.70% | 0.00% | 351,609 | 37,867 | 12.07% | 33,262,174 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.24% | 0.01% | 628,102 | 36,811 | 6.23% | 59,431,157 | Jun 30, 2024 |
| VANGUARD GROUP INC | 5.25% | 0.00% | 2,655,157 | 36,771 | 1.40% | 251,177,853 | Jun 30, 2024 |
| STATE STREET CORP | 1.70% | 0.00% | 859,964 | 34,471 | 4.18% | 81,352,594,000 | Jun 30, 2024 |
As of Jun 30 2024, PennyMac Financial Services's largest institutional buyer is NORGES BANK. The company purchased 362.09K stocks of PFSI, valued at $34.25M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 4.89% | 0.06% | 2,471,964 | -242,759 | -8.94% | 233,843,392 | Jun 30, 2024 |
| HBK INVESTMENTS L P | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| EPOCH INVESTMENT PARTNERS, INC. | 0.30% | 0.07% | 152,452 | -192,844 | -55.85% | 14,421,959 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 9.17% | 0.28% | 4,637,272 | -73,094 | -1.55% | 438,686,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.00% | 0.00% | 2,500 | -64,100 | -96.25% | 236,500 | Jun 30, 2024 |
| MORGAN STANLEY | 0.32% | 0.00% | 160,600 | -60,715 | -27.43% | 15,192,944 | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | - | - | - | -59,884 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.03% | 0.00% | 17,017 | -53,173 | -75.76% | 1,609,808 | Jun 30, 2024 |
| UBS GROUP AG | 0.05% | 0.00% | 26,839 | -45,574 | -62.94% | 2,538,969 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.07% | 0.00% | 34,781 | -34,126 | -49.52% | 3,290,283 | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 0.02% | 0.07% | 9,119 | -32,295 | -77.98% | 862,657 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.26% | 0.01% | 131,012 | -32,246 | -19.75% | 12,394,000 | Jun 30, 2024 |
| ASSENAGON ASSET MANAGEMENT S.A. | 0.08% | 0.01% | 39,722 | -28,144 | -41.47% | 3,757,701 | Jun 30, 2024 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.01% | 1,226 | -26,983 | -95.65% | 115,980 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,591 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.00% | 0.00% | 2,300 | -24,800 | -91.51% | 217,580 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.01% | 0.01% | 3,900 | -20,745 | -84.18% | 368,940 | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -20,500 | -100.00% | - | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | - | - | - | -19,656 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.02% | 0.00% | 9,941 | -16,408 | -62.27% | 940,000 | Jun 30, 2024 |
As of Jun 30 2024, PennyMac Financial Services's biggest institutional seller is DIMENSIONAL FUND ADVISORS LP. The company sold -0.24M shares of PFSI, valued at $233.84M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.72% | 0.01% | 362,088 | 362,088 | 100.00% | 34,253,525 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.19% | 0.24% | 93,871 | 93,871 | 100.00% | 8,880,197 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.08% | 0.00% | 41,500 | 41,500 | 100.00% | 3,925,900 | Jun 30, 2024 |
| HOLOCENE ADVISORS, LP | 0.06% | 0.01% | 31,178 | 31,178 | 100.00% | 2,949,439 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.03% | 0.01% | 14,385 | 14,385 | 100.00% | 1,360,821 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.03% | 0.00% | 13,016 | 13,016 | 100.00% | 1,231,314 | Jun 30, 2024 |
| TOROSO INVESTMENTS, LLC | 0.01% | 0.01% | 7,008 | 7,008 | 100.00% | 662,956 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.01% | 0.01% | 4,318 | 4,318 | 100.00% | 408,000 | Jun 30, 2024 |
| MML INVESTORS SERVICES, LLC | 0.01% | 0.00% | 3,960 | 3,960 | 100.00% | 375,000 | Jun 30, 2024 |
| ARISTEIA CAPITAL LLC | 0.01% | 0.01% | 3,809 | 3,809 | 100.00% | 360,331 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 0.00% | 3,359 | 3,359 | 100.00% | 318,000 | Jun 30, 2024 |
| SHERBROOKE PARK ADVISERS LLC | 0.01% | 0.05% | 3,307 | 3,307 | 100.00% | 312,842 | Jun 30, 2024 |
| CENTERSTAR ASSET MANAGEMENT, LLC | 0.01% | 0.08% | 2,851 | 2,851 | 100.00% | 270,303 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | 0.01% | 0.03% | 2,836 | 2,836 | 100.00% | 268,286 | Jun 30, 2024 |
| CANNON GLOBAL INVESTMENT MANAGEMENT, LLC | 0.01% | 1.19% | 2,700 | 2,700 | 100.00% | 255,420 | Jun 30, 2024 |
| 0.00% | 0.00% | 1,685 | 1,685 | 100.00% | 159,399 | Jun 30, 2024 | |
| QUARRY LP | 0.00% | 0.01% | 238 | 238 | 100.00% | 22,515 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 70 | 70 | 100.00% | 6,622 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 55 | 55 | 100.00% | 5,185 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 38 | 38 | 100.00% | 3,595 | Jun 30, 2024 |
| MATHER GROUP, LLC. | 0.00% | - | 27 | 27 | 100.00% | 2,459 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | - | 0.00% | 12 | 12 | 100.00% | 1,112 | Jun 30, 2024 |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | - | - | 10 | 10 | 100.00% | 946 | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | - | 0.00% | 8 | 8 | 100.00% | 757 | Jun 30, 2024 |
PennyMac Financial Services's largest new institutional shareholder by number of shares is NORGES BANK, purchased 362.09K shares, valued at $34.25M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HBK INVESTMENTS L P | - | - | - | -200,000 | -100.00% | - | Jun 30, 2024 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | - | - | - | -59,884 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -26,591 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | - | - | - | -20,500 | -100.00% | - | Jun 30, 2024 |
| E. OHMAN J:OR ASSET MANAGEMENT AB | - | - | - | -19,656 | -100.00% | - | Jun 30, 2024 |
| ABRAMS BISON INVESTMENTS, LLC | - | - | - | -13,000 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -12,726 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -12,583 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -12,500 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -10,800 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -7,875 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -7,050 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -6,825 | -100.00% | - | Jun 30, 2024 |
| GTS SECURITIES LLC | - | - | - | -6,699 | -100.00% | - | Jun 30, 2024 |
| ENGINEERS GATE MANAGER LP | - | - | - | -5,713 | -100.00% | - | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -5,459 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -4,800 | -100.00% | - | Jun 30, 2024 |
| HANCOCK WHITNEY CORP | - | - | - | -4,607 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -4,439 | -100.00% | - | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -4,401 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -4,235 | -100.00% | - | Jun 30, 2024 |
| AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -3,661 | -100.00% | - | Jun 30, 2024 |
| NUMERAI GP LLC | - | - | - | -3,324 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA SECURITIES, LLC | - | - | - | -2,463 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -2,300 | -100.00% | - | Jun 30, 2024 |
| TD WATERHOUSE CANADA INC. | - | - | - | -2,295 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -2,232 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -1,934 | -100.00% | - | Jun 30, 2024 |
| POINT72 HONG KONG LTD | - | - | - | -1,800 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,314 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -176 | -100.00% | - | Jun 30, 2024 |
| HARBOUR INVESTMENTS, INC. | - | - | - | -36 | -100.00% | - | Jun 30, 2024 |
| FORTITUDE FAMILY OFFICE, LLC | - | - | - | -20 | -100.00% | - | Jun 30, 2024 |
| GLOBAL RETIREMENT PARTNERS, LLC | - | - | - | -17 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -5 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -2 | -100.00% | - | Jun 30, 2024 |
PennyMac Financial Services's largest sold out institutional shareholder by shares sold is HBK INVESTMENTS L P, sold -0.20M shares, valued at -, as of undefined.
PennyMac Financial Services Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Clough Global Equity Fund | 2.10% | 130,180 | - | - | Jan 31, 2024 |
| Gator Series Trust | 1.34% | 3,100 | 3,100 | - | Mar 31, 2020 |
| John Hancock Hedged Equity & Income Fund | 0.81% | 125,000 | - | - | Mar 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 0.66% | 9,000 | - | - | Jan 31, 2024 |
| SPARROW FUNDS | 0.65% | 2,310 | 2,310 | - | Feb 29, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.63% | 762,000 | 762,000 | - | Feb 29, 2024 |
| Clough Global Opportunities Fund | 0.61% | 241,531 | - | - | Jan 31, 2024 |
| Clough Global Dividend & Income Fund | 0.61% | 63,730 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.47% | 2,330,000 | 2,330,000 | - | Jan 31, 2024 |
| Nuveen Global High Income Fund | 0.46% | 2,100,000 | - | - | Mar 31, 2024 |
| Virtus Convertible & Income Fund II | 0.45% | 1,685,000 | 1,685,000 | - | Jan 31, 2024 |
| Clough Funds Trust | 0.43% | 17,940 | - | - | Jan 31, 2023 |
| John Hancock Hedged Equity & Income Fund | 0.39% | 60,000 | - | - | Mar 31, 2024 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.37% | 4,641,000 | - | - | Mar 31, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.34% | 917,000 | - | - | Mar 31, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.30% | 809,000 | - | - | Mar 31, 2024 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.28% | 341,000 | -58,000 | -14.54% | Aug 31, 2023 |
| T. Rowe Price Small-Cap Stock Fund, Inc. | 0.27% | 981,393 | -103,700 | -9.56% | Mar 31, 2024 |
| T. Rowe Price High Yield Fund, Inc. | 0.26% | 20,740,000 | 20,740,000 | - | Feb 29, 2024 |
| CGM TRUST | 0.25% | 335,000 | - | - | Sep 30, 2022 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.24% | 289,000 | 289,000 | - | Feb 29, 2024 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.24% | 358,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK INVESTORS TRUST | 0.23% | 680,000 | - | - | Jan 31, 2024 |
| PPM Funds | 0.22% | 181,000 | 90,000 | 98.90% | Mar 31, 2024 |
| NEW AMERICA HIGH INCOME FUND INC | 0.22% | 617,000 | - | - | Mar 31, 2024 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.21% | 317,000 | - | - | Mar 31, 2024 |
| Virtus Diversified Income & Convertible Fund | 0.21% | 425,000 | 425,000 | - | Jan 31, 2024 |
| NUVEEN INVESTMENT TRUST III | 0.21% | 4,500,000 | 4,500,000 | - | Feb 29, 2024 |
| BNY MELLON HIGH YIELD STRATEGIES FUND | 0.21% | 557,000 | -490,000 | -46.80% | Mar 31, 2024 |
| PUTNAM HIGH YIELD FUND | 0.20% | 1,870,000 | 1,870,000 | - | Feb 29, 2024 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.19% | 1,522,694 | -24,600 | -1.59% | Mar 31, 2024 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 0.15% | 229,000 | - | - | Mar 31, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.14% | 2,000,000 | - | - | Feb 29, 2024 |
| Virtus Investment Trust | 0.14% | 4,685,000 | - | - | Mar 28, 2024 |
| FIRST TRUST HIGH INCOME LONG/SHORT FUND | 0.12% | 625,000 | 625,000 | - | Jan 31, 2024 |
| T. Rowe Price Financial Services Fund, Inc. | 0.11% | 90,724 | - | - | Mar 31, 2024 |
| Starboard Investment Trust | 0.09% | 50,300 | - | - | Feb 29, 2024 |
| ALPS Series Trust | 0.09% | 760,000 | - | - | Mar 31, 2024 |
| BlackRock Series Fund II, Inc. | 0.09% | 18,000 | - | - | Mar 31, 2024 |
| LORD ABBETT TRUST I | 0.08% | 2,461,000 | 2,461,000 | - | Jan 31, 2024 |
| Vericimetry Funds | 0.07% | 6,607 | - | - | Mar 31, 2024 |
| T. Rowe Price Exchange-Traded Funds, Inc. | 0.07% | 485,000 | 485,000 | - | Feb 29, 2024 |
| JANUS INVESTMENT FUND | 0.06% | 19,884,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Institutional Income Funds, Inc. | 0.06% | 3,852,000 | 3,852,000 | - | Feb 29, 2024 |
| UBS INVESTMENT TRUST | 0.06% | 60,000 | 60,000 | - | Feb 29, 2024 |
| FIDELITY COVINGTON TRUST | 0.06% | 1,100,000 | 1,100,000 | - | Feb 29, 2024 |
| BlackRock Multi-Sector Income Trust | 0.05% | 367,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK BOND TRUST | 0.05% | 3,400,000 | - | - | Feb 29, 2024 |
| Guggenheim Active Allocation Fund | 0.05% | 300,000 | 300,000 | - | Feb 29, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 15 | 0.05% | 12,957,000 | 12,957,000 | - | Feb 29, 2024 |
| Blackstone Strategic Credit Fund | 0.05% | 454,000 | - | - | Mar 31, 2024 |
| DBX ETF TRUST | 0.05% | 3,479,000 | 3,479,000 | - | Feb 29, 2024 |
| GUGGENHEIM STRATEGIC OPPORTUNITIES FUND | 0.05% | 850,000 | 850,000 | - | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.04% | 1,500,000 | 1,500,000 | - | Feb 29, 2024 |
| VIRTUS ASSET TRUST | 0.04% | 1,175,000 | 95,000 | 8.80% | Mar 28, 2024 |
| BNY Mellon Investment Funds IV, Inc. | 0.04% | 632,000 | 632,000 | - | Feb 29, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.04% | 458,659 | -39,000 | -7.84% | Mar 31, 2024 |
| AMERICAN HIGH INCOME TRUST | 0.04% | 7,675,000 | - | - | Mar 31, 2024 |
| Touchstone ETF Trust | 0.04% | 157,000 | -70,000 | -30.84% | Mar 31, 2024 |
| PGIM Short Duration High Yield Opportunities Fund | 0.04% | 200,000 | 200,000 | - | Jan 31, 2024 |
| PGIM High Yield Bond Fund, Inc. | 0.04% | 225,000 | 225,000 | - | Jan 31, 2024 |
| NORTHERN FUNDS | 0.04% | 5,180,000 | -10,000 | -0.19% | Mar 28, 2024 |
| BLACKROCK CORPORATE HIGH YIELD FUND, INC. | 0.03% | 1,449,000 | - | - | Mar 31, 2024 |
| Putnam ETF Trust | 0.03% | 295,000 | 295,000 | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.03% | 710,000 | 710,000 | - | Jan 31, 2024 |
| PGIM Global High Yield Fund, Inc. | 0.03% | 250,000 | 250,000 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.03% | 17,187 | - | - | Mar 31, 2024 |
| BLACKROCK CREDIT ALLOCATION INCOME TRUST | 0.03% | 401,000 | - | - | Mar 31, 2024 |
| VARIABLE INSURANCE PRODUCTS FUND III | 0.03% | 255,100 | 255,100 | - | Mar 31, 2024 |
| SSGA Active Trust | 0.03% | 3,911,000 | 130,000 | 3.44% | Mar 31, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.03% | 1,889 | - | - | Feb 29, 2024 |
| BRIDGEWAY FUNDS INC | 0.03% | 63,500 | - | - | Mar 28, 2024 |
| ADVISORS SERIES TRUST | 0.03% | 1,195,000 | - | - | Mar 31, 2024 |
| BLACKROCK CORE BOND TRUST | 0.03% | 177,000 | - | - | Mar 31, 2024 |
| BLACKROCK Ltd DURATION INCOME TRUST | 0.02% | 280,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE VARIABLE SERIES TRUST | 0.02% | 19,000 | - | - | Mar 31, 2024 |
| VALUED ADVISERS TRUST | 0.02% | 21,081 | - | - | Jan 31, 2024 |
| HENNESSY FUNDS TRUST | 0.02% | 43,800 | - | - | Jan 31, 2024 |
| LORD ABBETT BOND DEBENTURE FUND INC | 0.02% | 22,745,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 12,878 | - | - | Feb 29, 2024 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.02% | 51,000 | - | - | Mar 31, 2024 |
| PIONEER HIGH INCOME FUND, INC. | 0.02% | 365,000 | - | - | Mar 28, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 2,580,000 | - | - | Mar 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.02% | 1,190,000 | - | - | Mar 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.02% | 1,800,000 | - | - | Mar 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.02% | 414,000 | - | - | Mar 31, 2024 |
| BLACKROCK SUSTAINABLE BALANCED FUND, INC. | 0.02% | 114,000 | 114,000 | - | Feb 29, 2024 |
| PUTNAM ASSET ALLOCATION FUNDS | 0.02% | 510,000 | - | - | Mar 31, 2024 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.02% | 2,200,000 | - | - | Mar 31, 2024 |
| Cambria ETF Trust | 0.02% | 139,510 | 23,176 | 19.92% | Jan 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.01% | 440 | -244 | -35.67% | Mar 31, 2024 |
| Pioneer Diversified High Income Fund, Inc. | 0.01% | 155,000 | 155,000 | - | Jan 31, 2024 |
| TOUCHSTONE FUNDS GROUP TRUST | 0.01% | 370,000 | - | - | Mar 31, 2024 |
| NORTHERN FUNDS | 0.01% | 2,040,000 | - | - | Mar 28, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 422,546 | 19,342 | 4.80% | Mar 31, 2024 |
| Nushares ETF Trust | 0.01% | 100,000 | 100,000 | - | Jan 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.01% | 10,599 | - | - | Mar 31, 2024 |
| DoubleLine ETF Trust | 0.01% | 115,000 | - | - | Mar 31, 2024 |
| LEUTHOLD FUNDS INC | 0.01% | 24,630 | - | - | Mar 31, 2024 |
| ROYCE VALUE TRUST, INC. | 0.01% | 10,000 | - | - | Mar 31, 2024 |
PennyMac Financial Services's largest mutual fund holder by % of total assets is "Clough Global Equity Fund", owning 130.18K shares, compromising 2.10% of its total assets.
PennyMac Financial Services Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 76 | -63.81% |
| 31 Mar, 24 | 210 | -1.87% |
| 31 Dec, 23 | 214 | 10.31% |
| 30 Sep, 23 | 194 | 3.74% |
| 30 Jun, 23 | 187 | -4.10% |
| 31 Mar, 23 | 195 | -3.94% |
| 31 Dec, 22 | 203 | 6.28% |
| 30 Sep, 22 | 191 | -1.04% |
| 30 Jun, 22 | 193 | -3.98% |
| 31 Mar, 22 | 201 | -12.23% |
| 31 Dec, 21 | 229 | 3.15% |
| 30 Sep, 21 | 222 | -0.45% |
| 30 Jun, 21 | 223 | -10.80% |
| 31 Mar, 21 | 250 | -7.06% |
| 31 Dec, 20 | 269 | 12.08% |
| 30 Sep, 20 | 240 | 19.40% |
| 30 Jun, 20 | 201 | 16.18% |
| 31 Mar, 20 | 173 | 10.19% |
| 31 Dec, 19 | 157 | 16.30% |
| 30 Sep, 19 | 135 | 25.00% |
| 30 Jun, 19 | 108 | 14.89% |
| 31 Mar, 19 | 94 | 18.99% |
| 31 Dec, 18 | 79 | 1875.00% |
| 30 Sep, 18 | 4 | - |
As of 30 Jun 24, 76 institutions are holding PennyMac Financial Services's shares, representing a decrease of -63.81% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 4,925,916 | -82.75% |
| 31 Mar, 24 | 28,555,754 | -2.04% |
| 31 Dec, 23 | 29,149,052 | 1.26% |
| 30 Sep, 23 | 28,786,664 | -2.37% |
| 30 Jun, 23 | 29,483,982 | -0.86% |
| 31 Mar, 23 | 29,740,595 | 4.41% |
| 31 Dec, 22 | 28,484,594 | -2.87% |
| 30 Sep, 22 | 29,326,201 | -2.12% |
| 30 Jun, 22 | 29,961,395 | -5.77% |
| 31 Mar, 22 | 31,795,511 | 4.97% |
| 31 Dec, 21 | 30,289,212 | -7.90% |
| 30 Sep, 21 | 32,888,882 | -0.12% |
| 30 Jun, 21 | 32,929,882 | -3.09% |
| 31 Mar, 21 | 33,978,641 | -7.68% |
| 31 Dec, 20 | 36,805,437 | -3.04% |
| 30 Sep, 20 | 37,961,117 | -2.58% |
| 30 Jun, 20 | 38,966,018 | -8.24% |
| 31 Mar, 20 | 42,462,863 | 2.54% |
| 31 Dec, 19 | 41,409,877 | 3.63% |
| 30 Sep, 19 | 39,957,569 | 66.86% |
| 30 Jun, 19 | 23,946,321 | -0.43% |
| 31 Mar, 19 | 24,049,634 | 7.89% |
| 31 Dec, 18 | 22,290,827 | 10349.04% |
| 30 Sep, 18 | 213,329 | - |
PennyMac Financial Services (PFSI) has 4.93M shares outstanding as of 30 Jun 24, down -82.75% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 9.75% | 0.30% |
| 31 Mar, 24 | 57.13% | 1.68% |
| 31 Dec, 23 | 58.31% | 1.75% |
| 30 Sep, 23 | 57.72% | 1.67% |
| 30 Jun, 23 | 58.79% | 1.67% |
| 31 Mar, 23 | 59.30% | 1.84% |
| 31 Dec, 22 | 56.78% | 1.80% |
| 30 Sep, 22 | 56.21% | 1.84% |
| 30 Jun, 22 | 55.31% | 1.71% |
| 31 Mar, 22 | 56.95% | 2.53% |
| 31 Dec, 21 | 47.48% | 1.69% |
| 30 Sep, 21 | 52.97% | 2.12% |
| 30 Jun, 21 | 49.98% | 2.07% |
| 31 Mar, 21 | 49.16% | 1.87% |
| 31 Dec, 20 | 51.27% | 1.87% |
| 30 Sep, 20 | 52.40% | 2.09% |
| 30 Jun, 20 | 50.09% | 1.72% |
| 31 Mar, 20 | 53.96% | 1.94% |
| 31 Dec, 19 | 52.77% | 2.03% |
| 30 Sep, 19 | 50.99% | 5.46% |
| 30 Jun, 19 | 30.57% | 3.19% |
| 31 Mar, 19 | 30.97% | 2.23% |
| 31 Dec, 18 | 37.23% | 29326.52% |
| 30 Sep, 18 | 0.36% | - |
As of 30 Jun 24, PennyMac Financial Services is held by 9.75% institutional shareholders, representing a 0.30% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 39 | -57.61% |
| 31 Mar, 24 | 92 | -16.36% |
| 31 Dec, 23 | 110 | 27.91% |
| 30 Sep, 23 | 86 | 16.22% |
| 30 Jun, 23 | 74 | -14.94% |
| 31 Mar, 23 | 87 | -5.43% |
| 31 Dec, 22 | 92 | 19.48% |
| 30 Sep, 22 | 77 | -10.47% |
| 30 Jun, 22 | 86 | 1.18% |
| 31 Mar, 22 | 85 | -9.57% |
| 31 Dec, 21 | 94 | 5.62% |
| 30 Sep, 21 | 89 | -4.30% |
| 30 Jun, 21 | 93 | -19.13% |
| 31 Mar, 21 | 115 | -21.23% |
| 31 Dec, 20 | 146 | 22.69% |
| 30 Sep, 20 | 119 | -8.46% |
| 30 Jun, 20 | 130 | 25.00% |
| 31 Mar, 20 | 104 | 20.93% |
| 31 Dec, 19 | 86 | -3.37% |
| 30 Sep, 19 | 89 | 18.67% |
| 30 Jun, 19 | 75 | 38.89% |
| 31 Mar, 19 | 54 | -28.95% |
| 31 Dec, 18 | 76 | 1800.00% |
| 30 Sep, 18 | 4 | - |
39 institutional shareholders have increased their position in PFSI stock as of 30 Jun 24 compared to 92 in the previous quarter (a -57.61% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -74.29% |
| 31 Mar, 24 | 70 | 14.75% |
| 31 Dec, 23 | 61 | 1.67% |
| 30 Sep, 23 | 60 | -6.25% |
| 30 Jun, 23 | 64 | -13.51% |
| 31 Mar, 23 | 74 | - |
| 31 Dec, 22 | 74 | -5.13% |
| 30 Sep, 22 | 78 | 23.81% |
| 30 Jun, 22 | 63 | -22.22% |
| 31 Mar, 22 | 81 | -4.71% |
| 31 Dec, 21 | 85 | -1.16% |
| 30 Sep, 21 | 86 | -5.49% |
| 30 Jun, 21 | 91 | -6.19% |
| 31 Mar, 21 | 97 | 15.48% |
| 31 Dec, 20 | 84 | -9.68% |
| 30 Sep, 20 | 93 | 75.47% |
| 30 Jun, 20 | 53 | 12.77% |
| 31 Mar, 20 | 47 | - |
| 31 Dec, 19 | 47 | 56.67% |
| 30 Sep, 19 | 30 | 25.00% |
| 30 Jun, 19 | 24 | -14.29% |
| 31 Mar, 19 | 28 | 833.33% |
| 31 Dec, 18 | 3 | - |
| 30 Sep, 18 | - | - |
18 institutional shareholders have reduced their position in PFSI stock as of 30 Jun 24 compared to 70 in the previous quarter (a -74.29% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 76 | -63.81% | 4,925,916 | -82.75% | 9.75% | 0.30% | 39 | -57.61% | 18 | -74.29% |
| 31 Mar, 24 | 210 | -1.87% | 28,555,754 | -2.04% | 57.13% | 1.68% | 92 | -16.36% | 70 | 14.75% |
| 31 Dec, 23 | 214 | 10.31% | 29,149,052 | 1.26% | 58.31% | 1.75% | 110 | 27.91% | 61 | 1.67% |
| 30 Sep, 23 | 194 | 3.74% | 28,786,664 | -2.37% | 57.72% | 1.67% | 86 | 16.22% | 60 | -6.25% |
| 30 Jun, 23 | 187 | -4.10% | 29,483,982 | -0.86% | 58.79% | 1.67% | 74 | -14.94% | 64 | -13.51% |
| 31 Mar, 23 | 195 | -3.94% | 29,740,595 | 4.41% | 59.30% | 1.84% | 87 | -5.43% | 74 | - |
| 31 Dec, 22 | 203 | 6.28% | 28,484,594 | -2.87% | 56.78% | 1.80% | 92 | 19.48% | 74 | -5.13% |
| 30 Sep, 22 | 191 | -1.04% | 29,326,201 | -2.12% | 56.21% | 1.84% | 77 | -10.47% | 78 | 23.81% |
| 30 Jun, 22 | 193 | -3.98% | 29,961,395 | -5.77% | 55.31% | 1.71% | 86 | 1.18% | 63 | -22.22% |
| 31 Mar, 22 | 201 | -12.23% | 31,795,511 | 4.97% | 56.95% | 2.53% | 85 | -9.57% | 81 | -4.71% |
| 31 Dec, 21 | 229 | 3.15% | 30,289,212 | -7.90% | 47.48% | 1.69% | 94 | 5.62% | 85 | -1.16% |
| 30 Sep, 21 | 222 | -0.45% | 32,888,882 | -0.12% | 52.97% | 2.12% | 89 | -4.30% | 86 | -5.49% |
| 30 Jun, 21 | 223 | -10.80% | 32,929,882 | -3.09% | 49.98% | 2.07% | 93 | -19.13% | 91 | -6.19% |
| 31 Mar, 21 | 250 | -7.06% | 33,978,641 | -7.68% | 49.16% | 1.87% | 115 | -21.23% | 97 | 15.48% |
| 31 Dec, 20 | 269 | 12.08% | 36,805,437 | -3.04% | 51.27% | 1.87% | 146 | 22.69% | 84 | -9.68% |
| 30 Sep, 20 | 240 | 19.40% | 37,961,117 | -2.58% | 52.40% | 2.09% | 119 | -8.46% | 93 | 75.47% |
| 30 Jun, 20 | 201 | 16.18% | 38,966,018 | -8.24% | 50.09% | 1.72% | 130 | 25.00% | 53 | 12.77% |
| 31 Mar, 20 | 173 | 10.19% | 42,462,863 | 2.54% | 53.96% | 1.94% | 104 | 20.93% | 47 | - |
| 31 Dec, 19 | 157 | 16.30% | 41,409,877 | 3.63% | 52.77% | 2.03% | 86 | -3.37% | 47 | 56.67% |
| 30 Sep, 19 | 135 | 25.00% | 39,957,569 | 66.86% | 50.99% | 5.46% | 89 | 18.67% | 30 | 25.00% |
| 30 Jun, 19 | 108 | 14.89% | 23,946,321 | -0.43% | 30.57% | 3.19% | 75 | 38.89% | 24 | -14.29% |
| 31 Mar, 19 | 94 | 18.99% | 24,049,634 | 7.89% | 30.97% | 2.23% | 54 | -28.95% | 28 | 833.33% |
| 31 Dec, 18 | 79 | 1875.00% | 22,290,827 | 10349.04% | 37.23% | 29326.52% | 76 | 1800.00% | 3 | - |
| 30 Sep, 18 | 4 | - | 213,329 | - | 0.36% | - | 4 | - | - | - |
PennyMac Financial Services Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of PennyMac Financial Services's stock was made by MAZZELLA JOSEPH F on Aug 15 2024, selling 11,396 shares at $97.92 per share (valued at $1.12M).
PennyMac Financial Services Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 2 | 4 | 50.00% |
| Q2 2024 | 2 | 8 | 25.00% |
| Q1 2024 | 48 | 59 | 81.36% |
| Q4 2023 | 13 | 37 | 35.14% |
| Q3 2023 | - | 4 | - |
| Q2 2023 | 3 | 9 | 33.33% |
| Q1 2023 | 57 | 73 | 78.08% |
| Q4 2022 | 6 | 18 | 33.33% |
| Q3 2022 | 3 | 8 | 37.50% |
| Q2 2022 | 2 | 7 | 28.57% |
| Q1 2022 | 51 | 44 | 115.91% |
| Q4 2021 | 12 | 10 | 120.00% |
| Q3 2021 | 2 | 6 | 33.33% |
| Q2 2021 | 54 | 44 | 122.73% |
| Q1 2021 | 92 | 124 | 74.19% |
| Q4 2020 | 11 | 103 | 10.68% |
| Q3 2020 | 6 | 110 | 5.45% |
| Q2 2020 | 10 | 92 | 10.87% |
| Q1 2020 | 47 | 137 | 34.31% |
| Q4 2019 | 3 | 46 | 6.52% |
2 total buy trades, and 4 total sell trades (buy/sell ratio of 0.50%) were made by PennyMac Financial Services's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 3 | - |
| Q2 2024 | - | 8 | - |
| Q1 2024 | - | 11 | - |
| Q4 2023 | - | 23 | - |
| Q3 2023 | - | 4 | - |
| Q2 2023 | - | 7 | - |
| Q1 2023 | - | 23 | - |
| Q4 2022 | - | 12 | - |
| Q3 2022 | - | 5 | - |
| Q2 2022 | - | 4 | - |
| Q1 2022 | 16 | 8 | 200.00% |
| Q4 2021 | 10 | 7 | 142.86% |
| Q3 2021 | - | 6 | - |
| Q2 2021 | 52 | 43 | 120.93% |
| Q1 2021 | 44 | 72 | 61.11% |
| Q4 2020 | - | 91 | - |
| Q3 2020 | - | 105 | - |
| Q2 2020 | - | 84 | - |
| Q1 2020 | 2 | 90 | 2.22% |
| Q4 2019 | - | 39 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 3 open market sell trades of PennyMac Financial Services's stocks.
PFSI Ownership FAQ
Who Owns PennyMac Financial Services?
PennyMac Financial Services is owned by institutional shareholders (9.75%), insiders (36.06%), and public (54.19%). The largest institutional shareholder of PennyMac Financial Services is T. ROWE PRICE INVESTMENT MANAGEMENT, INC. (9.17% of total shares) and the top mutual fund owner is Clough Global Equity Fund (2.10% of total shares).
Who are the major institutional shareholders of PennyMac Financial Services?
PennyMac Financial Services's major institutional shareholders are T. ROWE PRICE INVESTMENT MANAGEMENT, INC., MFN PARTNERS MANAGEMENT, LP, VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, and BLACKROCK INC.. The top five shareholders own together 32.64% of the company's share outstanding.
How many PennyMac Financial Services shareholders are there?
As of Jun 2024, there are 76 institutional shareholders of PennyMac Financial Services.
What percentage of PennyMac Financial Services is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC owns 4.64M shares of PennyMac Financial Services, representing 9.17% of the company's total shares outstanding, valued at $438.69M (as of Jun 2024).
What percentage of PennyMac Financial Services is owned by MFN PARTNERS MANAGEMENT, LP?
As of Jun 2024, MFN PARTNERS MANAGEMENT, LP holds 4.53M shares of PennyMac Financial Services (PFSI), compromising 8.97% of the company, valued at $428.71M.
What percentage of PennyMac Financial Services is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of PennyMac Financial Services. The company owns 2.66M of the company's shares outstanding (worth $251.18M).