PMT

PennyMac Mortgage Investment

193 hedge funds and large institutions have $891M invested in PennyMac Mortgage Investment in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
70
Reduced
64
Closed
23
Calls
$5.94M
Puts
$18.7M
Net Calls
-$12.7M
Net Calls Change
-$8.14M
Name Holding Trade Value Shares
Change
Shares
Change %
XT
126
XTX Topco
Cayman Islands
$203K +$203K +13,581 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$200K +$11.5K +731 +6%
SG Americas Securities
128
SG Americas Securities
New York
$184K -$557K -37,154 -75%
KPWS
129
Kestra Private Wealth Services
Texas
$183K +$183K +11,921 New
CG
130
Caprock Group
Idaho
$181K +$6.56K +427 +4%
AWM
131
AE Wealth Management
Kansas
$176K +$18.1K +1,210 +11%
Amundi
132
Amundi
France
$169K +$404 +27 +0.2%
HighTower Advisors
133
HighTower Advisors
Illinois
$154K +$154K +10,372 New
Verition Fund Management
134
Verition Fund Management
Connecticut
$152K -$412K -27,540 -73%
Lazard Asset Management
135
Lazard Asset Management
New York
$152K +$1.06K +71 +0.7%
Two Sigma Investments
136
Two Sigma Investments
New York
$152K +$152K +10,153 New
EFS
137
Essex Financial Services
Connecticut
$150K +$150K +10,000 New
ASN
138
Advisory Services Network
Georgia
$143K +$143K +9,592 New
AIP
139
Ameritas Investment Partners
Nebraska
$131K
Group One Trading
140
Group One Trading
Illinois
$107K +$107K +7,137 New
Citadel Advisors
141
Citadel Advisors
Florida
$105K -$2.95M -197,117 -97%
CWM
142
Cranbrook Wealth Management
Michigan
$105K
SOW
143
State of Wyoming
Wyoming
$86.3K +$86.3K +5,774 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$75.6K +$1.05K +70 +1%
MLICM
145
Metropolitan Life Insurance Company (MetLife)
New York
$73.9K -$7.07K -473 -9%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$66.1K +$66.1K +4,500 New
SPIA
147
Steward Partners Investment Advisory
New York
$65K -$7.48K -500 -10%
Fidelity Investments
148
Fidelity Investments
Massachusetts
$55.9K -$51.5K -3,447 -48%
National Bank of Canada
149
National Bank of Canada
Quebec, Canada
$49.4K +$24K +1,603 +95%
KBC Group
150
KBC Group
Belgium
$49K