PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

201 hedge funds and large institutions have $724M invested in PennyMac Mortgage Investment in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 63 reducing their positions, and 27 closing their positions.

Holders
201
Holders Change
+7
Holders Change %
+3.61%
% of All Funds
2.68%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
38
Increased
69
Reduced
63
Closed
27
Calls
$10.1M
Puts
$26.9M
Net Calls
-$16.8M
Net Calls Change
-$9.62M

Top Buyers

1
Invesco
1
Invesco
Georgia
$27.4M
2
Northern Trust
2
Northern Trust
Illinois
$14.4M
3
UBS Group
3
UBS Group
Switzerland
$4.9M
4
Goldman Sachs
4
Goldman Sachs
New York
$10.7M
5
GA
5
GraniteShares Advisors
New York
$2.46M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$6.25M
2
KPF
2
K2 Principal Fund
Ontario, Canada
$0
3
IAIM
3
International Assets Investment Management
Florida
$333K
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$0
5
WAM
5
Wolverine Asset Management
Illinois
$3.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Lido Advisors
101
Lido Advisors
California
$330K 25,371 +191 +0.8%
GC
102
Guggenheim Capital
Illinois
$329K 26,115 +3,810 +17%
AB
103
Amalgamated Bank
New York
$320K 25,407 -365 -1%
State Board of Administration of Florida Retirement System
104
State Board of Administration of Florida Retirement System
Florida
$318K 25,236 – –
ASRS
105
Arizona State Retirement System
Arizona
$317K 25,209 +202 +0.8%
OF
106
Optimize Financial
California
$306K 24,301 +24,301 New
QCM
107
QRG Capital Management
Illinois
$298K 23,699 +663 +3%
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
$273K 21,686 -39,848 -65%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$265K 21,059 -1,333 -6%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$257K 20,413 – –
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$237K 18,857 +18,857 New
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$233K 18,543 -23 -0.1%
MCFP
113
Mallini Complete Financial Planning
Florida
$231K 18,340 +18,340 New
PCM
114
Polymer Capital Management
New York
$230K 18,287 +18,287 New
Zurich Cantonal Bank
115
Zurich Cantonal Bank
Switzerland
$218K 17,337 +1,279 +8%
KK
116
KLP Kapitalforvaltning
Norway
$217K 16,800 +16,800 New
RFN
117
RDA Financial Network
Iowa
$210K 16,679 -2,500 -13%
SO
118
STRS Ohio
Ohio
$206K 16,400 +800 +5%
Victory Capital Management
119
Victory Capital Management
Texas
$204K 16,188 -275 -2%
HighTower Advisors
120
HighTower Advisors
Illinois
$201K 15,962 -16,061 -50%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$200K 15,874 -6,550 -29%
NRD
122
Nebula Research & Development
New York
$196K 15,577 +15,577 New
Public Employees Retirement Association of Colorado
123
Public Employees Retirement Association of Colorado
Colorado
$191K 15,188 -77 -0.5%
SA
124
Sanctuary Advisors
Indiana
$189K 14,648 +14,648 New
CG
125
Caprock Group
Idaho
$183K 14,126 +479 +4%
3 4
5
6 7