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
+$5.16M
3
Barclays
Barclays
United Kingdom
+$3.82M
4
Boston Partners
Boston Partners
Massachusetts
+$2.74M
5
UBS AM
UBS AM
Illinois
+$2.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.95M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.99M
3
IC
IEQ Capital
California
-$6.57M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.51M
5
Citigroup
Citigroup
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
76
Janus Henderson Group
United Kingdom
$526K – – –
LSERS
77
Louisiana State Employees Retirement System
Louisiana
$523K -$2.57K -200 -0.5%
CCIA
78
Campbell & Co Investment Adviser
Maryland
$482K +$482K +37,496 New
State of Tennessee, Department of Treasury
79
State of Tennessee, Department of Treasury
Tennessee
$477K -$23.9K -1,855 -5%
AQR Capital Management
80
AQR Capital Management
Connecticut
$467K +$259K +20,133 +125%
YCM
81
Yousif Capital Management
Michigan
$414K -$862 -67 -0.2%
Two Sigma Investments
82
Two Sigma Investments
New York
$404K -$1.05M -81,432 -72%
TRSOTSOK
83
Teachers Retirement System of the State of Kentucky
Kentucky
$399K – – –
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$394K +$262K +20,366 +198%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$391K +$15.1K +1,169 +4%
II
86
Inspire Investing
Idaho
$390K +$90.6K +7,048 +30%
SIC
87
Samalin Investment Counsel
New York
$375K +$160K +12,480 +75%
Teacher Retirement System of Texas
88
Teacher Retirement System of Texas
Texas
$375K -$68.9K -5,354 -16%
AP
89
Advisors Preferred
Maryland
$373K -$255K -19,587 -41%
Squarepoint
90
Squarepoint
New York
$362K +$362K +28,119 New
Mariner
91
Mariner
Kansas
$355K +$202K +15,690 +131%
Stifel Financial
92
Stifel Financial
Missouri
$342K -$180K -13,971 -34%
IAIM
93
International Assets Investment Management
Florida
$341K – – –
OF
94
Optimize Financial
California
$333K -$2.39K -186 -0.7%
Lido Advisors
95
Lido Advisors
California
$328K – – –
ASRS
96
Arizona State Retirement System
Arizona
$326K +$5.58K +434 +2%
MSRPS
97
Maryland State Retirement & Pension System
Maryland
$326K – – –
VOYA Investment Management
98
VOYA Investment Management
Georgia
$326K -$1.67M -130,163 -84%
State Board of Administration of Florida Retirement System
99
State Board of Administration of Florida Retirement System
Florida
$325K – – –
AB
100
Amalgamated Bank
New York
$320K – – –
2 3
4
5 6