PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

200 hedge funds and large institutions have $878M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
61
Reduced
65
Closed
32
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$8.17M
5
IC
IEQ Capital
California
+$7.64M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.91M
2
BlackRock
BlackRock
New York
-$6M
3
WAM
Wolverine Asset Management
Illinois
-$3.16M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
101
International Assets Investment Management
Florida
$388K – – –
OF
102
Optimize Financial
California
$382K +$26.1K +1,780 +7%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$382K -$27.5K -1,875 -7%
AC
104
AlphaCore Capital
California
$378K -$162K -11,087 -30%
QCM
105
QRG Capital Management
Illinois
$376K +$28.9K +1,974 +8%
Lido Advisors
106
Lido Advisors
California
$373K +$1.47K +100 +0.4%
MSRPS
107
Maryland State Retirement & Pension System
Maryland
$371K -$58.4K -3,985 -14%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$370K – – –
ASRS
109
Arizona State Retirement System
Arizona
$365K -$4.29K -293 -1%
AB
110
Amalgamated Bank
New York
$364K -$8.04K -549 -2%
II
111
Inspire Investing
Idaho
$341K -$125K -8,528 -27%
COPPSERS
112
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$305K +$32.9K +2,243 +12%
ProShare Advisors
113
ProShare Advisors
Maryland
$300K -$83.9K -5,728 -22%
OPERF
114
Oregon Public Employees Retirement Fund
Oregon
$292K -$7.33K -500 -2%
CWM
115
CIBC World Markets
New York
$282K +$282K +19,283 New
PFSRSONJ
116
Police & Firemen's Retirement System of New Jersey
New Jersey
$276K – – –
MCFP
117
Mallini Complete Financial Planning
Florida
$270K +$1.48K +101 +0.6%
ET
118
Entropy Technologies
New York
$259K +$259K +17,702 New
KPWS
119
Kestra Private Wealth Services
Texas
$258K +$258K +17,630 New
Zurich Cantonal Bank
120
Zurich Cantonal Bank
Switzerland
$254K – – –
KK
121
KLP Kapitalforvaltning
Norway
$246K – – –
SIC
122
Samalin Investment Counsel
New York
$244K +$45.4K +3,097 +23%
SO
123
STRS Ohio
Ohio
$240K – – –
AQR Capital Management
124
AQR Capital Management
Connecticut
$237K +$63.5K +4,335 +37%
Victory Capital Management
125
Victory Capital Management
Texas
$233K -$4.22K -288 -2%
3 4
5
6 7