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
$5.36M
3
Barclays
Barclays
United Kingdom
$6.61M
4
Boston Partners
Boston Partners
Massachusetts
$15.9M
5
UBS AM
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
BlackRock
New York
$180M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.59M
3
IC
IEQ Capital
California
$143K
4
Citadel Advisors
Citadel Advisors
Florida
$7.73M
5
Citigroup
Citigroup
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
51
INTECH Investment Management
Florida
$1.32M -$89.2K -6,936 -6%
PCM
52
Penserra Capital Management
California
$1.31M -$19.9K -1,548 -2%
AOCA
53
Angel Oak Capital Advisors
Georgia
$1.21M – – –
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$1.21M +$60.7K +4,716 +5%
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.17M -$20.6K -1,600 -2%
Prudential Financial
56
Prudential Financial
New Jersey
$1.16M -$2.1M -162,940 -64%
CCM
57
Collar Capital Management
Wisconsin
$1.13M +$45.7K +3,550 +4%
WS
58
Wedbush Securities
California
$1.09M -$56.5K -4,395 -5%
AI
59
AXS Investments
New York
$1.02M -$313K -24,328 -23%
Canada Life
60
Canada Life
Manitoba, Canada
$992K – – –
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$962K -$81.9K -6,368 -8%
ECM
62
ExodusPoint Capital Management
New York
$961K +$961K +74,742 New
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$847K +$847K +65,827 New
Thrivent Financial for Lutherans
64
Thrivent Financial for Lutherans
Minnesota
$823K +$2.32K +180 +0.3%
EP
65
Edgestream Partners
New Jersey
$761K +$761K +59,138 New
Deutsche Bank
66
Deutsche Bank
Germany
$758K -$146K -11,361 -16%
MIM
67
MetLife Investment Management
New Jersey
$694K +$45.6K +3,546 +7%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$675K -$186K -14,450 -22%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$665K +$47.1K +3,667 +8%
IMRF
70
Illinois Municipal Retirement Fund
Illinois
$577K +$5.85K +455 +1%
Verition Fund Management
71
Verition Fund Management
Connecticut
$572K -$193K -15,043 -25%
Osaic Holdings
72
Osaic Holdings
Arizona
$549K -$109K -8,655 -17%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$546K -$219K -17,051 -29%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$536K +$4.13K +321 +0.8%
MWM
75
Maridea Wealth Management
New York
$535K +$14K +1,085 +3%
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