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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
IIM
51
INTECH Investment Management
Florida
$1.6M +$19.3K +1,411 +1%
AI
52
AXS Investments
New York
$1.52M -$43.4K -3,170 -3%
PCM
53
Penserra Capital Management
California
$1.51M +$164K +12,005 +13%
XT
54
XTX Topco
Cayman Islands
$1.45M +$1.35M +98,765 New
JF
55
Jump Financial
Illinois
$1.38M +$1.29M +94,400 New
AOCA
56
Angel Oak Capital Advisors
Georgia
$1.38M
AllianceBernstein
57
AllianceBernstein
Tennessee
$1.36M -$164K -11,990 -11%
CAU
58
Caxton Associates (UK)
$1.33M +$1.24M +90,881 New
WS
59
Wedbush Securities
California
$1.31M +$182K +13,270 +17%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$1.31M +$176K +12,814 +17%
SAM
61
Simplify Asset Management
Nevada
$1.26M +$390K +28,500 +49%
VRS
62
Virginia Retirement Systems
Virginia
$1.25M +$1.16M +85,000 New
CCM
63
Collar Capital Management
Wisconsin
$1.23M +$42.5K +3,100 +4%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$1.19M
Canada Life
65
Canada Life
Manitoba, Canada
$1.13M -$108K -7,897 -9%
UBS AM
66
UBS AM
Illinois
$1.12M -$1.3M -94,920 -55%
Deutsche Bank
67
Deutsche Bank
Germany
$1.03M -$98.8K -7,216 -9%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$1.03M -$56.9K -4,156 -6%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$981K
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$935K -$45.7K -3,338 -5%
PIWA
71
Prevail Innovative Wealth Advisors
Kansas
$925K +$865K +63,120 New
Verition Fund Management
72
Verition Fund Management
Connecticut
$872K +$816K +59,543 New
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$872K +$63K +4,603 +8%
DB
74
Danske Bank
Denmark
$856K +$800K +58,440 New
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$805K -$30.1K -2,196 -4%

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.