PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

200 hedge funds and large institutions have $878M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-1
Holders Change %
-0.5%
% 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
61
Reduced
65
Closed
32
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$8.17M
5
IC
IEQ Capital
California
+$7.64M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.91M
2
BlackRock
BlackRock
New York
-$6M
3
WAM
Wolverine Asset Management
Illinois
-$3.16M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
51
AXS Investments
New York
$1.52M -$46.4K -3,170 -3%
PCM
52
Penserra Capital Management
California
$1.51M +$176K +12,005 +13%
XT
53
XTX Topco
Cayman Islands
$1.45M +$1.45M +98,765 New
JF
54
Jump Financial
Illinois
$1.38M +$1.38M +94,400 New
AOCA
55
Angel Oak Capital Advisors
Georgia
$1.38M – – –
AllianceBernstein
56
AllianceBernstein
Tennessee
$1.36M -$176K -11,990 -11%
CAU
57
Caxton Associates (UK)
$1.33M +$1.33M +90,881 New
WS
58
Wedbush Securities
California
$1.31M +$194K +13,270 +17%
T. Rowe Price Associates
59
T. Rowe Price Associates
Maryland
$1.31M +$188K +12,814 +17%
SAM
60
Simplify Asset Management
Nevada
$1.26M +$418K +28,500 +49%
VRS
61
Virginia Retirement Systems
Virginia
$1.25M +$1.25M +85,000 New
CCM
62
Collar Capital Management
Wisconsin
$1.23M +$45.4K +3,100 +4%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.19M – – –
Canada Life
64
Canada Life
Manitoba, Canada
$1.13M -$116K -7,897 -9%
UBS AM
65
UBS AM
Illinois
$1.12M -$1.39M -94,920 -55%
Deutsche Bank
66
Deutsche Bank
Germany
$1.03M -$106K -7,216 -9%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.03M -$60.9K -4,156 -6%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$981K – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$935K -$48.9K -3,338 -5%
PIWA
70
Prevail Innovative Wealth Advisors
Kansas
$925K +$925K +63,120 New
Verition Fund Management
71
Verition Fund Management
Connecticut
$872K +$872K +59,543 New
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$872K +$67.4K +4,603 +8%
Janney Montgomery Scott
73
Janney Montgomery Scott
Pennsylvania
$805K -$32.2K -2,196 -4%
SSA
74
Schonfeld Strategic Advisors
New York
$797K +$590K +40,270 +286%
Osaic Holdings
75
Osaic Holdings
Arizona
$764K +$181K +12,379 +31%
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