PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

197 hedge funds and large institutions have $766M invested in PennyMac Mortgage Investment in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
197
Holders Change
+11
Holders Change %
+5.91%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
52
Reduced
73
Closed
29
Calls
$13.1M
Puts
$47.5M
Net Calls
-$34.4M
Net Calls Change
-$26.9M

Top Buyers

1
CM
1
Caption Management
Oklahoma
$17.9M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$9.39M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$58.1M
5
JAM
5
Jupiter Asset Management
United Kingdom
$9.46M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
KPF
2
K2 Principal Fund
Ontario, Canada
$0
3
Millennium Management
3
Millennium Management
New York
$3.66M
4
Invesco
4
Invesco
Georgia
$12M
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janney Montgomery Scott
101
Janney Montgomery Scott
Pennsylvania
$273K 21,994 -4,858 -18%
Stifel Financial
102
Stifel Financial
Missouri
$258K 20,788 +48 +0.2%
AIM
103
Aigen Investment Management
New York
$257K 20,715 +20,715 New
SIC
104
Samalin Investment Counsel
New York
$253K 20,408 +695 +4%
Janus Henderson Group
105
Janus Henderson Group
United Kingdom
$246K 19,844 -19,846 -50%
Handelsbanken Fonder
106
Handelsbanken Fonder
Sweden
$242K 19,511 – –
HSBC Holdings
107
HSBC Holdings
United Kingdom
$238K 19,225 +2,049 +12%
SO
108
STRS Ohio
Ohio
$234K 18,900 -2,600 -12%
MOACM
109
Mutual of America Capital Management
New York
$231K 18,637 +618 +3%
SAM
110
Shell Asset Management
Netherlands
$225K 18,144 -3,824 -17%
Victory Capital Management
111
Victory Capital Management
Texas
$218K 17,563 -77,109 -81%
USCWA
112
U.S. Capital Wealth Advisors
Texas
$213K 17,215 – –
AWM
113
Axxcess Wealth Management
California
$209K 16,857 +16,857 New
CA
114
Cetera Advisors
Colorado
$207K 16,746 -5,734 -26%
PIA
115
Perennial Investment Advisors
California
$205K 16,511 +192 +1%
SG Americas Securities
116
SG Americas Securities
New York
$196K 15,820 -1,880 -11%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$190K 15,295 +2,116 +16%
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$189K 15,265 – –
State Farm Mutual Automobile Insurance
119
State Farm Mutual Automobile Insurance
Illinois
$186K 15,000 – –
KFS
120
Kaizen Financial Strategies
California
$177K 12,258 -5,952 -33%
YIH
121
Y-Intercept (HK)
Hong Kong
$175K 14,086 +14,086 New
ProShare Advisors
122
ProShare Advisors
Maryland
$174K 14,041 +1,585 +13%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$173K 13,944 -115 -0.8%
WS
124
Wedbush Securities
California
$170K 13,721 – –
SWM
125
Selective Wealth Management
Virginia
$157K 10,578 -2,099 -17%
3 4
5
6 7