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PMT

PennyMac Mortgage Investment

210 hedge funds and large institutions have $707M invested in PennyMac Mortgage Investment in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

5.5% more ownership

Funds ownership: 66.44%71.94% (+5.5%)

5% more capital invested

Capital invested by funds: $674M → $707M (+$33M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 217210 (-7)

61% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $24.1M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
76
Reduced
63
Closed
33
Calls
$9.43M
Puts
$24.1M
Net Calls
-$14.7M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$4.47M +$1.82M +165,484 +72%
JAM
27
Jupiter Asset Management
United Kingdom
$4.06M -$494K -44,872 -11%
Public Sector Pension Investment Board (PSP Investments)
28
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.38M -$129K -11,729 -4%
AQR Capital Management
29
AQR Capital Management
Connecticut
$3.01M +$2.18M +198,059 +289%
GA
30
GraniteShares Advisors
New York
$2.5M +$320K +29,050 +15%
Legal & General Group
31
Legal & General Group
United Kingdom
$2.44M -$16.2K -1,469 -0.7%
Nuveen
32
Nuveen
North Carolina
$2.41M -$3.41M -309,741 -59%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.37M -$282K -25,576 -11%
QCM
34
Quantinno Capital Management
New York
$2.28M +$2.03M +184,571 +1,065%
WAM
35
Waterfall Asset Management
New York
$2.25M +$2.2M +199,682 New
MIG
36
Mariner Investment Group
New York
$2.03M
Raymond James Financial
37
Raymond James Financial
Florida
$2.01M +$128K +11,608 +7%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.97M +$32K +2,900 +2%
Ameriprise
39
Ameriprise
Minnesota
$1.93M -$53.7K -4,869 -3%
UBS AM
40
UBS AM
Illinois
$1.81M +$1.6M +145,076 +968%
Barclays
41
Barclays
United Kingdom
$1.77M -$35.4K -3,209 -2%
LPL Financial
42
LPL Financial
California
$1.7M -$156K -14,157 -9%
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.65M +$1.61M +146,387 New
Goldman Sachs
44
Goldman Sachs
New York
$1.6M -$1.12M -101,203 -42%
Wells Fargo
45
Wells Fargo
California
$1.58M +$440K +39,937 +40%
PCM
46
Penserra Capital Management
California
$1.56M +$298K +27,011 +24%
T. Rowe Price Associates
47
T. Rowe Price Associates
Maryland
$1.54M +$258K +23,423 +21%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$1.49M -$11.9K -1,076 -0.8%
GC
49
Guggenheim Capital
Illinois
$1.18M +$604K +54,810 +109%
XT
50
XTX Topco
Cayman Islands
$1.17M +$550K +49,865 +93%

PMT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2026, worth a combined $707M — up 4.9% from $674M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PMT and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $6.65M.

  • 210 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2026, down from 217 in Q1 2026.
  • Funds reported $707M of PennyMac Mortgage Investment stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 32 funds opened new PennyMac Mortgage Investment positions in Q2 2026 and 33 closed out, a net change of -1 holder.
  • The largest PennyMac Mortgage Investment buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $10.3M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2026 was Royal Bank of Canada, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2026.