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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
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$505K +$142K +12,924 +41%
AI
77
Atom Investors
Texas
$499K +$488K +44,277 New
JT
78
Jupiter Topco
New York
$461K +$451K +40,883 New
SCS
79
Sound Capital Solutions
Florida
$450K +$440K +39,926 New
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$432K -$6.65M -603,751 -94%
Squarepoint
81
Squarepoint
New York
$432K +$422K +38,267 New
LSERS
82
Louisiana State Employees Retirement System
Louisiana
$431K -$4.41K -400 -1%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$389K -$13.6K -1,236 -3%
Focus Partners Wealth
84
Focus Partners Wealth
Massachusetts
$382K +$373K +33,840 New
Vanguard Global Advisers
85
Vanguard Global Advisers
Pennsylvania
$365K -$35.3K -3,200 -9%
Balyasny Asset Management
86
Balyasny Asset Management
Illinois
$340K -$126K -11,454 -28%
AFP
87
Ausdal Financial Partners
Iowa
$332K +$44.7K +4,056 +16%
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$326K
SOADOR
89
State of Alaska Department of Revenue
Alaska
$323K -$162K -14,663 -34%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$315K -$13.2K -1,198 -4%
IAIM
91
International Assets Investment Management
Florida
$298K
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$285K
Lido Advisors
93
Lido Advisors
California
$284K +$66 +6 +0%
Mercer Global Advisors
94
Mercer Global Advisors
Colorado
$275K +$269K +24,423 New
PFSRSONJ
95
Police & Firemen's Retirement System of New Jersey
New Jersey
$272K
ASRS
96
Arizona State Retirement System
Arizona
$271K +$992 +90 +0.4%
AB
97
Amalgamated Bank
New York
$265K -$17.6K -1,600 -6%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$259K
YCM
99
Yousif Capital Management
Michigan
$259K -$1.02K -93 -0.4%
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$254K -$5.71K -518 -2%

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.