PMT

PennyMac Mortgage Investment

198 hedge funds and large institutions have $782M invested in PennyMac Mortgage Investment in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
34
Increased
78
Reduced
58
Closed
24
Calls
$5.72M
Puts
$14.9M
Net Calls
-$9.15M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Shares
Change %
WJWM
126
Williams Jones Wealth Management
New York
$199K
WS
127
Wedbush Securities
California
$199K -$8.12K -591 -4%
MOACM
128
Mutual of America Capital Management
New York
$196K -$8.91K -648 -4%
ProShare Advisors
129
ProShare Advisors
Maryland
$184K -$56.9K -4,139 -24%
AWS
130
Atria Wealth Solutions
New York
$180K +$180K +13,085 New
Allspring Global Investments
131
Allspring Global Investments
North Carolina
$177K +$177K +12,872 New
Stifel Financial
132
Stifel Financial
Missouri
$175K -$39.4K -2,868 -18%
CG
133
Caprock Group
Idaho
$172K +$4.87K +354 +3%
Mariner
134
Mariner
Kansas
$166K +$166K +12,082 New
PI
135
PEAK6 Investments
Illinois
$155K +$127K +9,238 +452%
PIA
136
Perennial Investment Advisors
California
$155K +$1.88K +137 +1%
KPWS
137
Kestra Private Wealth Services
Texas
$140K +$140K +10,168 New
EFS
138
Essex Financial Services
Connecticut
$134K +$161 +12 +0.1%
ACM
139
Advent Capital Management
New York
$125K +$125K +9,120 New
SOW
140
State of Wyoming
Wyoming
$123K +$7.84K +570 +7%
AIP
141
Ameritas Investment Partners
Nebraska
$121K
CWM
142
Cranbrook Wealth Management
Michigan
$96.6K
Fidelity Investments
143
Fidelity Investments
Massachusetts
$70.5K +$8.46K +615 +14%
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$68.8K -$550 -40 -0.8%
SPIA
145
Steward Partners Investment Advisory
New York
$59.8K
EC
146
EntryPoint Capital
New York
$55K -$41.4K -3,008 -43%
IA
147
IFP Advisors
Florida
$48.6K +$22.1K +1,607 +83%
KBC Group
148
KBC Group
Belgium
$45K
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$36.3K -$220 -16 -0.6%
PA
150
Parallel Advisors
California
$32.4K