PENNYMAC CORP - NOTE 5.500% 3/1 Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2022 to Q4 2025

Type / Class
Debt / NOTE 5.500% 3/1
Market price (% of par)
100.23%
All holders as of 30 Sep 2025
Q3 2025
Total 13F principal
$313,166,900
Total reported market value
$312,379,633
Principal change
+$5,470,888
Market value change
+$5,412,661
Number of holders
46
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 46 institutional investors reported holding $313,166,900 in principal (par value) of PENNYMAC CORP - NOTE 5.500% 3/1.

Institutional Holders of PENNYMAC CORP - NOTE 5.500% 3/1 across Reporting Periods

Period Principal Value Change Price (% of par) (Median) Investors
2025 Q4 $12,250,000 $12,207,798 -$417,534 100.23% 4
2025 Q3 $313,166,900 $312,379,633 +$5,412,661 99.79% 46
2025 Q2 $307,078,012 $312,156,063 +$51,848,815 99.35% 45
2025 Q1 $254,939,012 $252,729,023 +$110,865,865 98.95% 43
2024 Q4 $143,000,761 $140,581,462 +$5,915,815 98.0% 33
2024 Q3 $136,872,136 $133,090,745 -$19,682,325 97.35% 30
2024 Q2 $157,853,246 $150,508,382 -$22,392,014 95.14% 30
2024 Q1 $181,413,136 $179,945,703 -$7,752,787,262 94.88% 29
2023 Q4 $203,699,000 $188,208,016 -$976,137 92.63% 27
2023 Q3 $178,431,983 $169,648,560 -$5,423,128 89.95% 30
2023 Q2 $185,049,555 $173,279,434 -$3,470,301 88.96% 29
2023 Q1 $188,938,555 $172,641,417 -$50,934 86.77% 30
2022 Q4 $190,454,905 $163,056,328 +$4,882,548 81.94% 28
2022 Q3 $183,450,752 $157,875,721 +$1,177,611 81.81% 22
2022 Q2 $190,748,977 $167,307,737 +$40,538,813 87.13% 25
2022 Q1 $145,310,840 $138,311,909 +$138,312,739 95.54% 22