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PMT

PennyMac Mortgage Investment

210 hedge funds and large institutions have $707M invested in PennyMac Mortgage Investment in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

5.5% more ownership

Funds ownership: 66.44%71.94% (+5.5%)

5% more capital invested

Capital invested by funds: $674M → $707M (+$33M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 217210 (-7)

61% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $24.1M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
76
Reduced
63
Closed
33
Calls
$9.43M
Puts
$24.1M
Net Calls
-$14.7M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$251K -$79.9K -7,247 -25%
TRSOTSOK
102
Teachers Retirement System of the State of Kentucky
Kentucky
$248K
COPPSERS
103
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$233K -$9.26K -840 -4%
MP
104
Mangrove Partners
Connecticut
$225K -$243K -22,085 -53%
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$223K -$1.1K -100 -0.5%
Vanguard Investments Australia
106
Vanguard Investments Australia
Australia
$222K
MCFP
107
Mallini Complete Financial Planning
Florida
$214K +$1.34K +122 +0.6%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$213K -$854K -77,459 -80%
KK
109
KLP Kapitalforvaltning
Norway
$210K
VOYA Investment Management
110
VOYA Investment Management
Georgia
$206K +$15.6K +1,420 +8%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$205K +$100K +9,114 +100%
SO
112
STRS Ohio
Ohio
$196K +$22K +2,000 +13%
SIC
113
Samalin Investment Counsel
New York
$188K -$118K -10,698 -39%
CIBC World Market
114
CIBC World Market
Ontario, Canada
$188K +$184K +16,700 New
PNC Financial Services Group
115
PNC Financial Services Group
Pennsylvania
$183K +$79.7K +7,236 +80%
Stifel Financial
116
Stifel Financial
Missouri
$183K -$13.5K -1,227 -7%
AIS
117
Advocate Investing Services
Maryland
$182K
Ensign Peak Advisors
118
Ensign Peak Advisors
Utah
$181K
SA
119
Sanctuary Advisors
Indiana
$176K +$172K +15,600 New
EF
120
Empowered Funds
Pennsylvania
$175K -$54.5K -4,947 -24%
AC
121
AlphaCore Capital
California
$171K -$66.6K -6,047 -28%
Public Employees Retirement Association of Colorado
122
Public Employees Retirement Association of Colorado
Colorado
$171K
Osaic Holdings
123
Osaic Holdings
Arizona
$170K -$34K -3,081 -17%
JWCA
124
J.W. Cole Advisors
Florida
$167K +$34.2K +3,100 +27%
BNP Paribas Financial Markets
125
BNP Paribas Financial Markets
France
$164K -$2.53M -229,746 -94%

PMT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2026, worth a combined $707M — up 4.9% from $674M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PMT and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $6.65M.

  • 210 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2026, down from 217 in Q1 2026.
  • Funds reported $707M of PennyMac Mortgage Investment stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 32 funds opened new PennyMac Mortgage Investment positions in Q2 2026 and 33 closed out, a net change of -1 holder.
  • The largest PennyMac Mortgage Investment buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $10.3M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2026 was Royal Bank of Canada, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2026.