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PMT

PennyMac Mortgage Investment

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.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+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: 201203 (+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

Holders
203
Holders Change
+2
Holders Change %
+1%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
63
Reduced
66
Closed
31
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$4.17M +$3.89M +284,353 New
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.03M +$808K +59,008 +27%
Renaissance Technologies
28
Renaissance Technologies
New York
$3.75M +$1.18M +85,800 +51%
Prudential Financial
29
Prudential Financial
New Jersey
$3.71M +$313K +22,850 +10%
N
30
Nuveen
North Carolina
$3.71M +$112K +8,152 +3%
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$3.71M -$159K -11,603 -4%
Legal & General Group
32
Legal & General Group
United Kingdom
$3.54M -$55K -4,018 -2%
Ameriprise
33
Ameriprise
Minnesota
$3.44M -$168K -12,239 -5%
Barclays
34
Barclays
United Kingdom
$3.18M +$879K +64,191 +42%
LPL Financial
35
LPL Financial
California
$3.15M +$2.75K +201 +0.1%
TI
36
TrueMark Investments
Illinois
$3.11M +$2.9M +212,023 New
GA
37
GraniteShares Advisors
New York
$3.05M +$173K +12,610 +6%
Mitsubishi UFJ Trust & Banking
38
Mitsubishi UFJ Trust & Banking
Japan
$2.93M -$112K -8,194 -4%
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.46M -$19.2K -1,400 -0.8%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$2.36M +$1.05M +76,869 +92%
KAS
41
Kestra Advisory Services
Texas
$2.35M +$1.67K +122 +0.1%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$2.28M +$889K +64,912 +72%
DFCM
43
Dark Forest Capital Management
Puerto Rico
$2.12M +$1.23M +89,569 +162%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$2.04M -$23.3K -1,700 -1%
State of New Jersey Common Pension Fund D
45
State of New Jersey Common Pension Fund D
New Jersey
$2.01M -$300K -21,925 -14%
Bank of America
46
Bank of America
North Carolina
$1.99M -$743K -54,256 -29%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.89M +$687K +50,177 +64%
Wells Fargo
48
Wells Fargo
California
$1.86M -$48.3K -3,528 -3%
Raymond James Financial
49
Raymond James Financial
Florida
$1.81M +$281K +20,509 +20%
Two Sigma Investments
50
Two Sigma Investments
New York
$1.65M +$1.35M +98,726 +699%

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.