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PMT

PennyMac Mortgage Investment

217 hedge funds and large institutions have $674M invested in PennyMac Mortgage Investment in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

0.88% more ownership

Funds ownership: 65.56%66.44% (+0.88%)

0% less funds holding

Funds holding: 218217 (-1)

5% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 77

6% less capital invested

Capital invested by funds: $717M → $674M (-$43.2M)

86% less call options, than puts

Call options by funds: $3.83M | Put options by funds: $27.1M

Holders
217
Holders Change
-1
Holders Change %
-0.46%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
73
Reduced
77
Closed
28
Calls
$3.83M
Puts
$27.1M
Net Calls
-$23.3M
Net Calls Change
+$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$162M -$3.55M -288,098 -2%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$63.2M -$1.12M -90,993 -2%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$57.7M +$61.1M +4,951,620 New
VCM
4
Vanguard Capital Management
Pennsylvania
$44.5M +$47M +3,812,328 New
State Street
5
State Street
Massachusetts
$39.4M +$822K +66,645 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$25.8M +$1.24M +100,163 +5%
Invesco
7
Invesco
Georgia
$25.6M +$1.01M +82,108 +4%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$19.3M +$824K +66,802 +4%
Charles Schwab
9
Charles Schwab
California
$17M +$277K +22,460 +2%
Boston Partners
10
Boston Partners
Massachusetts
$16.8M +$3.21M +260,250 +22%
Morgan Stanley
11
Morgan Stanley
New York
$12.9M +$530K +42,968 +4%
Northern Trust
12
Northern Trust
Illinois
$10.8M +$430K +34,855 +4%
Citadel Advisors
13
Citadel Advisors
Florida
$10.2M +$4.75M +384,878 +78%
JP Morgan Chase
14
JP Morgan Chase
New York
$9.82M -$107K -8,649 -1%
VanEck Associates
15
VanEck Associates
New York
$8.81M +$286K +23,168 +3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.49M +$7.41M +601,233 +1,469%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$6.86M -$244K -19,793 -3%
DIA
18
Dana Investment Advisors
Wisconsin
$6.79M +$712K +57,773 +11%
Allianz Asset Management
19
Allianz Asset Management
Germany
$6.51M +$2.47K +200 +0%
VFT
20
Vanguard Fiduciary Trust
Pennsylvania
$6.5M +$6.88M +557,659 New
N
21
Nuveen
North Carolina
$6.1M -$4.99M -404,298 -44%
Principal Financial Group
22
Principal Financial Group
Iowa
$4.93M +$102K +8,234 +2%
Bank of America
23
Bank of America
North Carolina
$4.81M +$3.08M +250,160 +154%
First Trust Advisors
24
First Trust Advisors
Illinois
$4.77M +$4.01M +325,299 +390%
JAM
25
Jupiter Asset Management
United Kingdom
$4.72M +$4.14M +335,825 +486%

PMT Hedge Fund Activity: Q1 2026 in Review

217 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2026, worth a combined $674M — down 6% from $717M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PMT positions and 28 closed out — a net gain of 5 holders — while 73 added to existing stakes and 77 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $7.41M. The largest seller was Marshall Wace, exiting entirely with an estimated $6.39M sold.

  • 217 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2026, down from 218 in Q4 2025.
  • Funds reported $674M of PennyMac Mortgage Investment stock for Q1 2026, down 6% quarter-over-quarter.
  • 33 funds opened new PennyMac Mortgage Investment positions in Q1 2026 and 28 closed out, a net change of +5 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2026 was Royal Bank of Canada, an estimated $7.41M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2026 was Marshall Wace, an estimated $6.39M sold.

Based on aggregated 13F filings for Q1 2026.