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PMT.PRA

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

3 hedge funds and large institutions have $256K invested in PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more capital invested

Capital invested by funds: $150K → $256K (+$106K)

0.08% more ownership

Funds ownership: 0.13% → 0.21% (+0.08%)

0% more funds holding

Funds holding: 3 → 3 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

Holders
3
Holders Change
–
Holders Change %
0%
% of All Funds
0.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
–
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPIA
Steward Partners Investment Advisory
New York
+$125K

Top Sellers

Rank Fund Capital Flow
1
SIM
Sonora Investment Management
Arizona
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
1
Steward Partners Investment Advisory
New York
$127K +$125K +4,800 New
KLWA
2
Kelly Lawrence W & Associates
California
$105K – – –
EWM
3
Edge Wealth Management
New York
$24K – – –
SIM
4
Sonora Investment Management
Arizona
– -$23K -900 Closed

PMT.PRA Hedge Fund Activity: Q2 2021 in Review

3 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares (PMT.PRA) for Q2 2021, worth a combined $256K — up 71% from $150K a quarter earlier.

Fund positioning in PMT.PRA was balanced in Q2 2021: 1 fund opened new positions, 1 closed out, 0 added to existing stakes and 0 trimmed.

The largest buyer was Steward Partners Investment Advisory, opening a new position worth an estimated $125K. The largest seller was Sonora Investment Management, exiting entirely with an estimated $23K sold.

  • 3 institutional investors held PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares (PMT.PRA) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $256K of PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares stock for Q2 2021, up 71% quarter-over-quarter.
  • 1 fund opened new PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares positions in Q2 2021 and 1 closed out, a net change of 0 holders.
  • The largest PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares buyer in Q2 2021 was Steward Partners Investment Advisory, an estimated $125K added.
  • The largest PennyMac Mortgage Investment Trust 8.125% Series A Preferred Shares seller in Q2 2021 was Sonora Investment Management, an estimated $23K sold.

Based on aggregated 13F filings for Q2 2021.