We are live on ! Find out more
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
Simplex Trading
51
Simplex Trading
Illinois
$1.13M +$224K +20,308 +25%
Deutsche Bank
52
Deutsche Bank
Germany
$1.08M +$168K +15,213 +19%
S
53
SharpePoint
Arizona
$1.07M +$93.7K +8,507 +10%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.06M
WS
55
Wedbush Securities
California
$1.04M +$16.2K +1,469 +2%
Prudential Financial
56
Prudential Financial
New Jersey
$1.03M +$13K +1,180 +1%
CCM
57
Collar Capital Management
Wisconsin
$1.02M -$16.5K -1,500 -2%
CAU
58
Caxton Associates (UK)
$948K +$378K +34,305 +69%
AOCA
59
Angel Oak Capital Advisors
Georgia
$916K
LSV Asset Management
60
LSV Asset Management
Illinois
$897K
NAMI
61
Nomura Asset Management International
Pennsylvania
$897K
Russell Investments Group
62
Russell Investments Group
United Kingdom
$845K +$624K +56,636 +310%
Canada Life
63
Canada Life
Manitoba, Canada
$796K
II
64
Inspire Investing
Idaho
$677K +$172K +15,592 +35%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$646K -$9.01K -818 -1%
GCP
66
GSA Capital Partners
United Kingdom
$635K +$281K +25,538 +83%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$631K +$566K +51,407 +1,135%
Vanguard Asset Management
68
Vanguard Asset Management
$605K
SAM
69
Simplify Asset Management
Nevada
$603K +$590K +53,500 New
MIM
70
MetLife Investment Management
New Jersey
$584K +$80.8K +7,336 +17%
IMRF
71
Illinois Municipal Retirement Fund
Illinois
$559K +$43.4K +3,941 +9%
KPWS
72
Kestra Private Wealth Services
Texas
$550K +$321K +29,159 +149%
IMC Chicago
73
IMC Chicago
Illinois
$544K +$389K +35,321 +274%
MWM
74
Maridea Wealth Management
New York
$537K +$45.6K +4,141 +10%
IIM
75
INTECH Investment Management
Florida
$508K -$854K -77,522 -63%

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.