PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$12.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.16M
3
Barclays
Barclays
United Kingdom
+$3.82M
4
Boston Partners
Boston Partners
Massachusetts
+$2.74M
5
UBS AM
UBS AM
Illinois
+$2.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.95M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.99M
3
IC
IEQ Capital
California
-$6.57M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.51M
5
Citigroup
Citigroup
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$3.13M +$18.6K +1,443 +0.6%
Renaissance Technologies
27
Renaissance Technologies
New York
$3.06M -$226K -17,600 -7%
Norges Bank
28
Norges Bank
Norway
$2.98M +$2.98M +231,875 New
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$2.88M +$1.22M +95,232 +74%
GA
30
GraniteShares Advisors
New York
$2.85M +$178K +13,871 +7%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.84M +$1.93M +150,322 +214%
Ameriprise
32
Ameriprise
Minnesota
$2.79M -$227K -17,631 -8%
NL
33
Nuveen LLC
North Carolina
$2.65M -$609K -47,375 -19%
First Trust Advisors
34
First Trust Advisors
Illinois
$2.59M -$6.99M -543,259 -73%
LPL Financial
35
LPL Financial
California
$2.59M -$170K -13,201 -6%
UBS Group
36
UBS Group
Switzerland
$2.39M -$2.77M -215,644 -54%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$2.35M +$1.54M +119,884 +190%
Tudor Investment Corp
38
Tudor Investment Corp
Connecticut
$2.15M +$2.15M +166,984 New
Swiss National Bank
39
Swiss National Bank
Switzerland
$2.13M -$29.6K -2,300 -1%
KAS
40
Kestra Advisory Services
Texas
$2.05M -$8.35K -649 -0.4%
Bank of America
41
Bank of America
North Carolina
$2.03M +$288K +22,375 +17%
Goldman Sachs
42
Goldman Sachs
New York
$2.01M -$2.02M -157,107 -50%
Citigroup
43
Citigroup
New York
$1.85M -$3.7M -287,405 -67%
Mitsubishi UFJ Trust & Banking
44
Mitsubishi UFJ Trust & Banking
Japan
$1.76M -$810K -62,949 -31%
Wells Fargo
45
Wells Fargo
California
$1.72M +$78.6K +6,112 +5%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$1.64M -$154K -11,978 -9%
DFCM
47
Dark Forest Capital Management
Puerto Rico
$1.54M -$325K -25,256 -17%
XT
48
XTX Topco
Cayman Islands
$1.41M +$141K +10,928 +11%
D.E. Shaw & Co
49
D.E. Shaw & Co
New York
$1.37M +$1.37M +106,609 New
Raymond James Financial
50
Raymond James Financial
Florida
$1.35M -$241K -18,719 -15%
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