PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
Millennium Management
New York
$12.1M
2
Victory Capital Management
Victory Capital Management
Texas
$5.36M
3
Barclays
Barclays
United Kingdom
$6.61M
4
Boston Partners
Boston Partners
Massachusetts
$15.9M
5
UBS AM
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
BlackRock
New York
$180M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.59M
3
IC
IEQ Capital
California
$143K
4
Citadel Advisors
Citadel Advisors
Florida
$7.73M
5
Citigroup
Citigroup
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCM
101
QRG Capital Management
Illinois
$299K -$30.8K -2,395 -9%
AC
102
AlphaCore Capital
California
$295K -$36.5K -2,839 -11%
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$294K +$294K +22,858 New
COPPSERS
104
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$287K +$20K +1,553 +7%
KPWS
105
Kestra Private Wealth Services
Texas
$286K +$59.4K +4,621 +26%
Jane Street
106
Jane Street
New York
$285K -$3.37M -262,228 -92%
EWA
107
EP Wealth Advisors
California
$277K +$277K +21,520 New
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$273K -$100K -7,800 -27%
AIM
109
Aigen Investment Management
New York
$270K +$270K +20,971 New
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$256K – – –
ProShare Advisors
111
ProShare Advisors
Maryland
$251K -$12.6K -982 -5%
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$243K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$242K +$65.4K +5,086 +37%
MCFP
114
Mallini Complete Financial Planning
Florida
$239K +$1.39K +108 +0.6%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$232K -$103K -7,991 -31%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$231K -$416K -32,360 -64%
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
$226K -$481K -37,371 -68%
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$223K – – –
KK
119
KLP Kapitalforvaltning
Norway
$216K – – –
CAU
120
Caxton Associates (UK)
$215K -$954K -74,195 -82%
SO
121
STRS Ohio
Ohio
$211K – – –
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$195K – – –
Amundi
123
Amundi
France
$193K -$276K -20,827 -59%
JWCA
124
J.W. Cole Advisors
Florida
$187K +$16.9K +1,316 +10%
WI
125
Westbourne Investments
Virginia
$164K -$472K -36,700 -74%
3 4
5
6 7