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.

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

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
LAM
126
Longboard Asset Management
Arizona
$163K 12,684 – –
QCG
127
Quadrant Capital Group
Ohio
$161K 12,523 – –
QCM
128
Quantinno Capital Management
New York
$158K 12,310 +49 +0.4%
TRCT
129
Tower Research Capital (TRC)
New York
$144K 11,223 +5,954 +113%
MOACM
130
Mutual of America Capital Management
New York
$144K 11,177 -1,472 -12%
IC
131
IEQ Capital
California
$143K 11,132 -510,617 -98%
CWM
132
CIBC World Markets
New York
$138K 10,755 -8,528 -44%
MI
133
Motiv8 Investments
Florida
$138K 10,730 -817 -7%
EFS
134
Essex Financial Services
Connecticut
$130K 10,082 +65 +0.6%
SEI Investments
135
SEI Investments
Pennsylvania
$129K 10,018 – –
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$121K 9,437 -531 -5%
AIP
137
Ameritas Investment Partners
Nebraska
$113K 8,786 – –
ACM
138
Advent Capital Management
New York
$97.5K 7,584 – –
CWM
139
Cranbrook Wealth Management
Michigan
$90.4K 7,027 – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$64.8K 5,037 -1,096 -18%
Russell Investments Group
141
Russell Investments Group
United Kingdom
$62.5K 4,861 +1,599 +49%
SPIA
142
Steward Partners Investment Advisory
New York
$59.5K 4,625 – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$46.5K 3,615 +244 +7%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$36K 2,800 -38 -1%
MCM
145
MAI Capital Management
Ohio
$32.6K 2,536 +51 +2%
S
146
SignatureFD
Georgia
$32K 2,486 +870 +54%
SCM
147
Sterling Capital Management
North Carolina
$30K 2,329 -27,920 -92%
PA
148
Parallel Advisors
California
$27.6K 2,147 -53 -2%
AF
149
Allworth Financial
California
$27.2K 2,118 +2,003 +1,742%
RWM
150
Rialto Wealth Management
New York
$25.7K 2,000 – –
4 5
6
7 8