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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 $1.91M invested in PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares in 2018 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding

Funds holding: 3 → 4 (+1)

10% more capital invested

Capital invested by funds: $1.75M → $1.91M (+$168K)

0.24% more ownership

Funds ownership: 1.51% → 1.75% (+0.24%)

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
2
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWM
Edge Wealth Management
New York
+$199K
2
KLWA
Kelly Lawrence W & Associates
California
+$49.5K
3
KIA
KCM Investment Advisors
California
+$21.9K

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1
Edge Wealth Management
New York
$1.42M +$199K +8,031 +15%
KIA
2
KCM Investment Advisors
California
$421K +$21.9K +885 +5%
KLWA
3
Kelly Lawrence W & Associates
California
$48K +$49.5K +2,000 New
SIM
4
Sonora Investment Management
Arizona
$21K – – –

PMT.PRA Hedge Fund Activity: Q4 2018 in Review

4 of the 4,489 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 2018, worth a combined $1.91M — up 9.6% from $1.75M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PMT.PRA positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.

The largest buyer was Edge Wealth Management, adding an estimated $199K.

  • 4 institutional investors held PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares (PMT.PRA) as of Q4 2018, up from 3 in Q3 2018.
  • Funds reported $1.91M of PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares stock for Q4 2018, up 9.6% quarter-over-quarter.
  • 1 fund opened new PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares positions in Q4 2018 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 2018 was Edge Wealth Management, an estimated $199K added.

Based on aggregated 13F filings for Q4 2018.