PennyMac Mortgage Investment
PMT
203 hedge funds and large institutions have $884M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
22% more capital invested
Capital invested by funds: $724M → $884M (+$160M)
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
3.43% more ownership
Funds ownership: 66.1% → 69.53% (+3.4%)
1% more funds holding
Funds holding: 201 → 203 (+2)
5% less repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 66
42% less call options, than puts
Call options by funds: $25.2M | Put options by funds: $43.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$14.2M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$13M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$9.42M |
| 4 |
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
|
+$7.63M |
| 5 |
IC
IEQ Capital
Foster City,
California
|
+$7.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.39M |
| 2 |
BlackRock
New York
|
-$5.61M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$3.44M |
| 4 |
Millennium Management
New York
|
-$1.94M |
| 5 |
Morgan Stanley
New York
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Group One Trading
Chicago,
Illinois
| – | -$19.3K | -1,407 | Closed |
|
|
RCM
227
Raleigh Capital Management
Cary,
North Carolina
| – | -$15.2K | -1,210 | Closed |
|
|
AWM
228
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$6.29K | -500 | Closed |
|
229
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$4.94K | -398 | Closed |
|
|
QL
230
Quarry LP
New York
| – | -$2.19K | -174 | Closed |
|
|
DWA
231
Delos Wealth Advisors
Dallas,
Texas
| – | -$1.46K | -116 | Closed |
|
|
NWWA
232
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$630 | -50 | Closed |
|
|
CAS
233
Coppell Advisory Solutions
Coppell,
Texas
| – | -$386 | -31 | Closed |
|
|
T
234
Transce3nd
Kyle,
Texas
| – | -$13 | -1 | Closed |
|
PMT Hedge Fund Activity: Q1 2025 in Review
203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2025, worth a combined $884M — up 22% from $724M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PMT positions and 31 closed out — a net gain of 4 holders — while 63 added to existing stakes and 66 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $7.39M.
- 203 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2025, up from 201 in Q4 2024.
- Funds reported $884M of PennyMac Mortgage Investment stock for Q1 2025, up 22% quarter-over-quarter.
- 35 funds opened new PennyMac Mortgage Investment positions in Q1 2025 and 31 closed out, a net change of +4 holders.
- The largest PennyMac Mortgage Investment buyer in Q1 2025 was Boston Partners, an estimated $14.2M added.
- The largest PennyMac Mortgage Investment seller in Q1 2025 was Goldman Sachs, an estimated $7.39M sold.
Based on aggregated 13F filings for Q1 2025.