SEC 13F Intelligence

PENNYMAC CORP

CUSIP 70932AAD5

Pennymac Corp has 26 institutional holders in Filings Flow’s 13F database, together reporting 89.17M shares worth $41M as of Q4 2022. The largest reported holders are Westwood Holdings Group Inc, Fort Baker Capital Management LP, and Piper Sandler & Co..

Institutional Holders
26
Q4 2022
Reported Value
$41M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 19Q2 ’21Q4 ’21: 21Q4 ’21Q4 ’22: 26Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $139MQ2 ’21Q4 ’21: $116MQ4 ’21Q4 ’22: $41MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
PIPER SANDLER & CO.$102M AUM10.59%$16M15.81MQ3 2024OLDER
Fort Baker Capital Management LP$1.3B AUM3.02%$18M17.97MQ3 2024OLDER
AMERICAN FINANCIAL GROUP INC$270M AUM2.99%$6,9787.00MQ3 2024OLDER
INCOME RESEARCH & MANAGEMENT$169M AUM2.81%$6M5.88MQ3 2024OLDER
Spectrum Strategic Capital Management, LLC$186M AUM2.55%$4M3.79MQ3 2024OLDER
WESTWOOD HOLDINGS GROUP INC$13.7B AUM1.05%$248M2.50MQ3 2024OLDER
AlphaCentric Advisors LLC$100M AUM0.71%$961,381965.0KQ3 2024OLDER
SSI INVESTMENT MANAGEMENT LLC$1.4B AUM0.46%$6M6.28MQ3 2024OLDER
EMG Holdings, L.P.$397M AUM0.26%$498,563500.0KQ3 2024OLDER
Centiva Capital, LP$13.6B AUM0.23%$9M9.50MQ1 2024OLDER
BOOTHBAY FUND MANAGEMENT, LLC$7.7B AUM0.05%$2M2.00MQ3 2024OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.05%$713,806700.0KQ3 2024OLDER
Perkins Coie Trust Co$603M AUM0.04%$198,500200.0KQ3 2024OLDER
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$128M AUM0.04%$55,58056.0KQ3 2024OLDER
Central Pacific Bank - Trust Division$984M AUM0.04%$292,788295.0KQ3 2024OLDER
F/m Investments LLC$1.5B AUM0.03%$975,904982.0KQ3 2024OLDER
Walleye Capital LLC$24.0B AUM0.02%$10M10.44MQ3 2024OLDER
LPF Advisors LLC$122M AUM0.02%$24,92025.0KQ3 2024OLDER
State of Tennessee, Department of Treasury$29.8B AUM0.01%$4M4.00MQ3 2024OLDER
Waycross Investment Management Co$105M AUM0.01%$10,00310.0KQ2 2024OLDER
OAKTREE CAPITAL MANAGEMENT LP$6.6B AUM0.01%$575,832578.0KQ3 2024OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$149,463150.0KQ4 2024
SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM0.01%$50,61851.0KQ3 2024OLDER
Stordahl Capital Management, Inc.$486M AUM0.01%$29,65430.0KQ1 2024OLDER
Left Brain Wealth Management, LLC$255M AUM0.00%$9,96810.0KQ3 2024OLDER
AVIVA PLC$59.6B AUM0.00%$1M1.34MQ3 2024OLDER
FIRST HAWAIIAN BANK$790M AUM0.00%$103,220104.0KQ3 2024OLDER
Merit Financial Group, LLC$13.5B AUM0.00%$100,027100.0KQ2 2024OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$470,445474.0KQ3 2024OLDER
Gladstone Institutional Advisory LLC$2.7B AUM0.00%$24,81325.0KQ3 2024OLDER
Arkadios Wealth Advisors$6.1B AUM0.00%$19,85020.0KQ3 2024OLDER
Forum Financial Management, LP$7.1B AUM0.00%$50,98750.0KQ3 2024OLDER
HBK Sorce Advisory LLC$5.0B AUM0.00%$25,49425.0KQ3 2024OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$431,117422.0KQ3 2024OLDER
FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM0.00%$9,96810.0KQ3 2024OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$188,576188.6KQ3 2024OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$114,138115.0KQ3 2024OLDER
Cetera Investment Advisers$94.0B AUM0.00%$49,62550.0KQ3 2024OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$98,500100.0KQ1 2024OLDER
HighTower Advisors, LLC$94.2B AUM0.00%$50,00050.0KQ3 2024OLDER
LPL Financial LLC$376.6B AUM0.00%$76,75477.0KQ3 2024OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$9,92510Q4 2024
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$1010.0KQ3 2024OLDER
BARCLAYS PLC$416.3B AUM0.00%$66.0KQ3 2024OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.