PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

193 hedge funds and large institutions have $891M invested in PennyMac Mortgage Investment in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 23 closing their positions.

Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
70
Reduced
64
Closed
23
Calls
$5.94M
Puts
$18.7M
Net Calls
-$12.7M
Net Calls Change
-$8.14M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$39.5M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$9.2M
3
BlackRock
3
BlackRock
New York
$228M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$6.51M
5
Barclays
5
Barclays
United Kingdom
$3.42M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$20.7M
2
Invesco
2
Invesco
Georgia
$10.3M
3
WAM
3
Wolverine Asset Management
Illinois
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$26.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
RFN
101
RDA Financial Network
Iowa
$342K -$4.01K -268 -1%
Renaissance Technologies
102
Renaissance Technologies
New York
$332K +$332K +22,192 New
IAIM
103
International Assets Investment Management
Florida
$326K -$20.2K -1,350 -6%
Zurich Cantonal Bank
104
Zurich Cantonal Bank
Switzerland
$326K +$58.7K +3,929 +22%
CWA
105
Clearview Wealth Advisors
Oregon
$318K +$318K +21,294 New
GC
106
Guggenheim Capital
Illinois
$299K +$299K +20,012 New
COPPSERS
107
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$280K -$587K -39,281 -68%
PIA
108
Perennial Investment Advisors
California
$266K +$5.5K +368 +2%
Victory Capital Management
109
Victory Capital Management
Texas
$265K +$36.5K +2,439 +16%
SO
110
STRS Ohio
Ohio
$264K -$17.9K -1,200 -6%
DTL
111
Dynamic Technology Lab
Singapore
$258K +$258K +17,243 New
Cetera Investment Advisers
112
Cetera Investment Advisers
Illinois
$252K +$36.1K +2,412 +17%
BCM
113
Bayesian Capital Management
New York
$250K +$250K +16,700 New
ProShare Advisors
114
ProShare Advisors
Maryland
$244K +$43.4K +2,900 +22%
QC
115
Quadrature Capital
United Kingdom
$234K +$234K +15,613 New
Stifel Financial
116
Stifel Financial
Missouri
$233K -$50.7K -3,394 -18%
Envestnet Asset Management
117
Envestnet Asset Management
Illinois
$233K +$233K +15,606 New
Public Employees Retirement Association of Colorado
118
Public Employees Retirement Association of Colorado
Colorado
$228K – – –
MOACM
119
Mutual of America Capital Management
New York
$227K -$299 -20 -0.1%
WJWM
120
Williams Jones Wealth Management
New York
$217K – – –
SIC
121
Samalin Investment Counsel
New York
$216K -$3.36K -225 -2%
ECM
122
Everence Capital Management
Indiana
$216K – – –
Mackenzie Financial
123
Mackenzie Financial
Ontario, Canada
$214K +$214K +14,303 New
WS
124
Wedbush Securities
California
$208K – – –
AWS
125
Atria Wealth Solutions
New York
$204K +$204K +13,284 New
3 4
5
6 7