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PMT.PRA

PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares
PMT.PRA

4 hedge funds and large institutions have $1.17M invested in PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares in 2017 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

27% more capital invested

Capital invested by funds: $923K → $1.17M (+$250K)

0.22% more ownership

Funds ownership: 0.8% → 1.01% (+0.22%)

Holders
4
Holders Change
+1
Holders Change %
+33.33%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$225K
2
SIM
Sonora Investment Management
Arizona
+$22.8K
3
SAM
Solaris Asset Management
New York
+$6.33K
4
KIA
KCM Investment Advisors
California
+$380

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Edge Wealth Management
New York
$593K +$225K +8,884 +60%
KIA
2
KCM Investment Advisors
California
$357K +$380 +15 +0.1%
SAM
3
Solaris Asset Management
New York
$200K +$6.33K +250 +3%
SIM
4
Sonora Investment Management
Arizona
$22.7K +$22.8K +900 New

PMT.PRA Hedge Fund Activity: Q4 2017 in Review

4 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares (PMT.PRA) for Q4 2017, worth a combined $1.17M — up 27% from $923K a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PMT.PRA positions and 0 closed out — a net gain of 1 holder — while 3 added to existing stakes and 0 trimmed.

The largest buyer was Edge Wealth Management, adding an estimated $225K.

  • 4 institutional investors held PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares (PMT.PRA) as of Q4 2017, up from 3 in Q3 2017.
  • Funds reported $1.17M of PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares stock for Q4 2017, up 27% quarter-over-quarter.
  • 1 fund opened new PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares positions in Q4 2017 and 0 closed out, a net change of +1 holder.
  • The largest PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares buyer in Q4 2017 was Edge Wealth Management, an estimated $225K added.

Based on aggregated 13F filings for Q4 2017.