PennyMac Mortgage Investment
PMT
201 hedge funds and large institutions have $724M invested in PennyMac Mortgage Investment in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 69 increasing their positions, 64 reducing their positions, and 27 closing their positions.
37% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 27
3% more funds holding
Funds holding: 195 → 201 (+6)
8% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 64
0.83% more ownership
Funds ownership: 65.27% → 66.1% (+0.83%)
10% less capital invested
Capital invested by funds: $803M → $724M (-$78.5M)
63% less call options, than puts
Call options by funds: $10.1M | Put options by funds: $26.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$18.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$3.44M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.4M |
| 4 |
Goldman Sachs
New York
|
+$2.76M |
| 5 |
GA
GraniteShares Advisors
New York
|
+$2.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$9.78M |
| 2 |
KPF
K2 Principal Fund
Toronto,
Ontario, Canada
|
-$5.84M |
| 3 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$4.62M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.95M |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$2.84M |
PMT Hedge Fund Activity: Q4 2024 in Review
201 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q4 2024, worth a combined $724M — down 9.8% from $803M a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new PMT positions and 27 closed out — a net gain of 10 holders — while 69 added to existing stakes and 64 trimmed.
The largest buyer was Invesco, adding an estimated $18.4M. The largest seller was JP Morgan Chase, cutting an estimated $9.78M.
- 201 institutional investors held PennyMac Mortgage Investment (PMT) as of Q4 2024, up from 195 in Q3 2024.
- Funds reported $724M of PennyMac Mortgage Investment stock for Q4 2024, down 9.8% quarter-over-quarter.
- 37 funds opened new PennyMac Mortgage Investment positions in Q4 2024 and 27 closed out, a net change of +10 holders.
- The largest PennyMac Mortgage Investment buyer in Q4 2024 was Invesco, an estimated $18.4M added.
- The largest PennyMac Mortgage Investment seller in Q4 2024 was JP Morgan Chase, an estimated $9.78M sold.
Based on aggregated 13F filings for Q4 2024.