We are live on ! Find out more
PMT

PennyMac Mortgage Investment

150 hedge funds and large institutions have $620M invested in PennyMac Mortgage Investment in 2016 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

2.61% less ownership

Funds ownership: 65.96%63.35% (-2.6%)

6% less funds holding

Funds holding: 160150 (-10)

16% less call options, than puts

Call options by funds: $2.08M | Put options by funds: $2.49M

16% less capital invested

Capital invested by funds: $742M → $620M (-$122M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

36% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 28

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
4%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
18
Increased
51
Reduced
54
Closed
28
Calls
$2.08M
Puts
$2.49M
Net Calls
-$407K
Net Calls Change
+$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Swiss National Bank
51
Swiss National Bank
Switzerland
$1.61M +$296K +22,300 +22%
TA
52
Teachers Advisors
New York
$1.54M
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$1.5M +$143K +10,780 +11%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$1.37M +$384K +29,000 +41%
Wellington Management Group
55
Wellington Management Group
Massachusetts
$1.36M -$4.87K -367 -0.4%
Invesco
56
Invesco
Georgia
$1.17M +$152K +11,478 +15%
WA
57
Wasatch Advisors
Utah
$1.15M -$268K -20,200 -19%
Citadel Advisors
58
Citadel Advisors
Florida
$1.08M +$636K +47,937 +155%
AI
59
Analytic Investors
California
$1.02M +$996K +75,091 New
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.01M +$43.8K +3,300 +5%
IAA
61
Ironsides Asset Advisors
North Carolina
$1.01M +$130K +9,810 +15%
SAM
62
Shell Asset Management
Netherlands
$993K -$57.7K -4,355 -6%
UBS AM
63
UBS AM
Illinois
$951K -$61.9K -4,667 -6%
PP
64
Paloma Partners
Connecticut
$922K +$292K +21,996 +48%
Two Sigma Investments
65
Two Sigma Investments
New York
$896K -$5.9M -445,400 -87%
AQR Capital Management
66
AQR Capital Management
Connecticut
$896K +$357K +26,959 +70%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$888K -$397K -29,913 -31%
IA
68
IndexIQ Advisors
New York
$853K -$180K -13,595 -18%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$819K -$12.3K -931 -2%
Baird Financial Group
70
Baird Financial Group
Wisconsin
$796K -$84.2K -6,354 -10%
QSS
71
Quantitative Systematic Strategies
Florida
$749K -$136K -10,235 -16%
EWM
72
Edge Wealth Management
New York
$740K -$22.7K -1,714 -3%
Legal & General Group
73
Legal & General Group
United Kingdom
$730K -$118K -8,923 -14%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$707K
OWIM
75
Old West Investment Management
California
$682K

PMT Hedge Fund Activity: Q1 2016 in Review

150 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2016, worth a combined $620M — down 16% from $742M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of PMT and 18 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 51 added.

The largest buyer was Bank of America, adding an estimated $17.4M. The largest seller was Long Pond Capital, exiting entirely with an estimated $32.9M sold.

  • 150 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2016, down from 160 in Q4 2015.
  • Funds reported $620M of PennyMac Mortgage Investment stock for Q1 2016, down 16% quarter-over-quarter.
  • 18 funds opened new PennyMac Mortgage Investment positions in Q1 2016 and 28 closed out, a net change of -10 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2016 was Bank of America, an estimated $17.4M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2016 was Long Pond Capital, an estimated $32.9M sold.

Based on aggregated 13F filings for Q1 2016.