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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
SSA
76
Schonfeld Strategic Advisors
New York
$797K +$552K +40,270 +286%
Osaic Holdings
77
Osaic Holdings
Arizona
$764K +$170K +12,379 +31%
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$758K -$1.1M -80,523 -61%
MIM
79
MetLife Investment Management
New Jersey
$739K -$14.1K -1,032 -2%
Nisa Investment Advisors
80
Nisa Investment Advisors
Missouri
$738K +$167K +12,169 +32%
WI
81
Westbourne Investments
Virginia
$725K +$134K +9,780 +25%
AP
82
Advisors Preferred
Maryland
$706K +$661K +48,290 New
SOADOR
83
State of Alaska Department of Revenue
Alaska
$705K -$15.7K -1,145 -2%
VI
84
Vestcor Inc
New Brunswick, Canada
$702K +$90.4K +6,600 +16%
CF
85
Corebridge Financial
Texas
$665K -$12.2K -890 -2%
IMRF
86
Illinois Municipal Retirement Fund
Illinois
$651K -$28.1K -2,049 -4%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$606K +$9.71K +709 +2%
LSERS
88
Louisiana State Employees Retirement System
Louisiana
$599K -$15.1K -1,100 -3%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$598K
Stifel Financial
90
Stifel Financial
Missouri
$594K -$29.1K -2,122 -5%
MWM
91
Maridea Wealth Management
New York
$593K -$1.25K -91 -0.2%
State of Tennessee, Department of Treasury
92
State of Tennessee, Department of Treasury
Tennessee
$571K
Two Sigma Advisers
93
Two Sigma Advisers
New York
$529K +$495K +36,137 New
Amundi
94
Amundi
France
$511K -$89.9K -6,562 -16%
Teacher Retirement System of Texas
95
Teacher Retirement System of Texas
Texas
$505K -$336K -24,531 -42%
Handelsbanken Fonder
96
Handelsbanken Fonder
Sweden
$481K
YCM
97
Yousif Capital Management
Michigan
$472K -$7.86K -574 -2%
TRSOTSOK
98
Teachers Retirement System of the State of Kentucky
Kentucky
$454K
SCM
99
Sterling Capital Management
North Carolina
$443K -$17.6K -1,285 -4%
Commonwealth Equity Services
100
Commonwealth Equity Services
Massachusetts
$428K -$12.7K -925 -3%

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.