PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

167 hedge funds and large institutions have $899M invested in PennyMac Mortgage Investment in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 46 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
167
Holders Change
+4
Holders Change %
+2.45%
% of All Funds
3.82%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
46
Reduced
58
Closed
17
Calls
$1.6M
Puts
$922K
Net Calls
+$681K
Net Calls Change
-$234K

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$21.7M
2
BlackRock
BlackRock
New York
$207M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$9.19M
4
First Trust Advisors
First Trust Advisors
Illinois
$10.7M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
$10.3M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$46.7M
2
TIM
Thornburg Investment Management
New Mexico
$42.2M
3
AAM
Advisors Asset Management
Colorado
$7.81M
4
Deutsche Bank
Deutsche Bank
Germany
$5.79M
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$104K – – –
HIM
127
Hillsdale Investment Management
Ontario, Canada
$77K +$77K +3,800 New
Zurich Cantonal Bank
128
Zurich Cantonal Bank
Switzerland
$75K – – –
IA
129
IFP Advisors
Florida
$51K +$4.75K +235 +10%
SEI Investments
130
SEI Investments
Pennsylvania
$44K +$2.55K +184 +6%
SWA
131
Sutton Wealth Advisors
Florida
$43.3K – – –
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$42K +$885 +44 +2%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$40K -$20K -1,000 -33%
LIA
134
LS Investment Advisors
Michigan
$39K – – –
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$33K -$10.3K -505 -24%
WC
136
Whitnell & Co
Illinois
$32K – – –
ST
137
Smithfield Trust
Pennsylvania
$28K – – –
PHK
138
Point72 Hong Kong
Hong Kong
$27K -$14.2K -689 -34%
ASN
139
Advisory Services Network
Georgia
$27K – – –
SPIA
140
Steward Partners Investment Advisory
New York
$23K – – –
MOACM
141
Mutual of America Capital Management
New York
$23K +$18.6K +936 +418%
FHA
142
Flagship Harbor Advisors
Massachusetts
$21K – – –
DBT
143
Dubuque Bank & Trust
Iowa
$20K – – –
BCM
144
Blume Capital Management
California
$20K – – –
MWPCG
145
Measured Wealth Private Client Group
New Hampshire
$20K +$20K +1,000 New
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
$17K +$8.62K +438 +103%
PS
147
Portfolio Strategies
New York
$15K – – –
NFG
148
Next Financial Group
Texas
$13K +$13K +635 New
Simplex Trading
149
Simplex Trading
Illinois
$12K +$12K +595 New
RFC
150
Regions Financial Corp
Alabama
$11K – – –
4 5
6
7 8