PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

194 hedge funds and large institutions have $745M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 60 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
194
Holders Change
-6
Holders Change %
-3%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
60
Reduced
76
Closed
27
Calls
$13.2M
Puts
$43M
Net Calls
-$29.8M
Net Calls Change
-$11.5M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$12.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.36M
3
Barclays
3
Barclays
United Kingdom
$6.61M
4
Norges Bank
4
Norges Bank
Norway
$2.98M
5
Boston Partners
5
Boston Partners
Massachusetts
$15.9M

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
AC
101
AlphaCore Capital
California
$295K 22,939 -2,839 -11%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$294K 22,858 +22,858 New
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$287K 22,339 +1,553 +7%
KPWS
104
Kestra Private Wealth Services
Texas
$286K 22,251 +4,621 +26%
Jane Street
105
Jane Street
New York
$285K 22,125 -262,228 -92%
EWA
106
EP Wealth Advisors
California
$277K 21,520 +21,520 New
New York State Common Retirement Fund
107
New York State Common Retirement Fund
New York
$273K 21,233 -7,800 -27%
AIM
108
Aigen Investment Management
New York
$270K 20,971 +20,971 New
OPERF
109
Oregon Public Employees Retirement Fund
Oregon
$256K 19,913 – –
ProShare Advisors
110
ProShare Advisors
Maryland
$251K 19,479 -982 -5%
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$243K 18,857 – –
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$242K 18,816 +5,086 +37%
MCFP
113
Mallini Complete Financial Planning
Florida
$239K 18,549 +108 +0.6%
Mercer Global Advisors
114
Mercer Global Advisors
Colorado
$232K 18,062 -7,991 -31%
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$231K 17,991 -32,360 -64%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$226K 17,568 -37,371 -68%
Zurich Cantonal Bank
117
Zurich Cantonal Bank
Switzerland
$223K 17,337 – –
KK
118
KLP Kapitalforvaltning
Norway
$216K 16,800 – –
CAU
119
Caxton Associates (UK)
$215K 16,686 -74,195 -82%
SO
120
STRS Ohio
Ohio
$211K 16,400 – –
Public Employees Retirement Association of Colorado
121
Public Employees Retirement Association of Colorado
Colorado
$195K 15,188 – –
Amundi
122
Amundi
France
$193K 14,588 -20,827 -59%
JWCA
123
J.W. Cole Advisors
Florida
$187K 14,540 +1,316 +10%
WI
124
Westbourne Investments
Virginia
$164K 12,780 -36,700 -74%
LAM
125
Longboard Asset Management
Arizona
$163K 12,684 – –
3 4
5
6 7