PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

194 hedge funds and large institutions have $745M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
60
Reduced
76
Closed
27
Calls
$13.2M
Puts
$43M
Net Calls
-$29.8M
Net Calls Change
-$11.5M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$12.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.36M
3
Barclays
3
Barclays
United Kingdom
$6.61M
4
Norges Bank
4
Norges Bank
Norway
$2.98M
5
Boston Partners
5
Boston Partners
Massachusetts
$15.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M 14,001,954 -695,952 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M 9,662,879 +39,567 +0.4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$75.7M 5,887,402 -7,794 -0.1%
State Street
4
State Street
Massachusetts
$44.4M 3,456,054 +117,511 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27M 2,096,625 +28,689 +1%
Invesco
6
Invesco
Georgia
$26.1M 2,025,750 -58,340 -3%
Charles Schwab
7
Charles Schwab
California
$19.1M 1,488,875 -36,814 -2%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$18M 1,402,505 +67,404 +5%
Boston Partners
9
Boston Partners
Massachusetts
$15.9M 1,249,758 +216,056 +21%
Morgan Stanley
10
Morgan Stanley
New York
$15.4M 1,196,703 -37,026 -3%
Northern Trust
11
Northern Trust
Illinois
$13.8M 1,074,409 -38,391 -3%
Millennium Management
12
Millennium Management
New York
$12.1M 944,661 +944,661 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.12M 709,370 +28,206 +4%
VanEck Associates
14
VanEck Associates
New York
$7.85M 610,394 +1,703 +0.3%
Citadel Advisors
15
Citadel Advisors
Florida
$7.73M 601,057 -350,641 -37%
Marshall Wace
16
Marshall Wace
United Kingdom
$7.53M 585,446 -102,235 -15%
Allianz Asset Management
17
Allianz Asset Management
Germany
$7.17M 557,381 +96 +0%
Barclays
18
Barclays
United Kingdom
$6.61M 513,634 +296,676 +137%
DIA
19
Dana Investment Advisors
Wisconsin
$6.13M 476,719 -7,373 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.68M 441,547 +19,389 +5%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.55M 431,446 -117,894 -21%
Victory Capital Management
22
Victory Capital Management
Texas
$5.36M 416,801 +400,901 +2,521%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M 296,655 +21,232 +8%
UBS AM
24
UBS AM
Illinois
$3.43M 266,453 +190,336 +250%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.35M 260,545 +7,446 +3%
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