PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

184 hedge funds and large institutions have $1.33B invested in PennyMac Mortgage Investment in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
65
Reduced
62
Closed
41
Calls
$11M
Puts
$13.1M
Net Calls
-$2.13M
Net Calls Change
-$2.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.2M
2
SM
2
Senvest Management
New York
$66.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.9M
4
CS
4
Credit Suisse
Switzerland
$13.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.03M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
American Century Companies
3
American Century Companies
Missouri
$432K
4
Goldman Sachs
4
Goldman Sachs
New York
$71.1M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
126
Zurich Cantonal Bank
Switzerland
$239K +$133K +7,564 +125%
WCM
127
Weld Capital Management
New York
$221K +$221K +12,612 New
GC
128
Guggenheim Capital
Illinois
$217K -$270K -15,424 -55%
TRCT
129
Tower Research Capital (TRC)
New York
$205K -$19.3K -1,101 -9%
MIAN
130
Mariner Independent Advisor Network
Kansas
$200K +$200K +11,343 New
ASN
131
Advisory Services Network
Georgia
$199K -$70.8K -4,038 -26%
AIP
132
Ahrens Investment Partners
Louisiana
$195K +$1.74K +99 +0.9%
MFG
133
Magnus Financial Group
New York
$189K +$189K +10,758 New
CCP
134
Corient Capital Partners
California
$187K +$187K +10,679 New
ECM
135
Everence Capital Management
Indiana
$172K – – –
PIA
136
Powell Investment Advisors
Florida
$166K +$166K +9,441 New
LIA
137
LS Investment Advisors
Michigan
$165K +$9.19K +523 +6%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$163K +$150K +8,782 +1,107%
AIP
139
Ameritas Investment Partners
Nebraska
$151K +$11.2K +640 +8%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$147K -$2.07M -118,055 -93%
SIM
141
Sonora Investment Management
Arizona
$140K – – –
UBS Group
142
UBS Group
Switzerland
$138K -$380K -21,699 -73%
CWM
143
Cranbrook Wealth Management
Michigan
$123K – – –
BAM
144
Belpointe Asset Management
Nevada
$110K +$110K +6,265 New
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$87K -$35.7K -2,010 -29%
PAG
146
Private Advisor Group
New Jersey
$87K +$87K +4,948 New
MOACM
147
Mutual of America Capital Management
New York
$85K +$6.65K +379 +8%
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$77K +$6.52K +370 +9%
AWA
149
Arkadios Wealth Advisors
Georgia
$69.1K +$69.1K +3,900 New
Macquarie Group
150
Macquarie Group
Australia
$69K +$69K +3,929 New
4 5
6
7 8