PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

200 hedge funds and large institutions have $878M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
61
Reduced
65
Closed
32
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$8.17M
5
IC
IEQ Capital
California
+$7.64M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.91M
2
BlackRock
BlackRock
New York
-$6M
3
WAM
Wolverine Asset Management
Illinois
-$3.16M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$223K – – –
CG
127
Caprock Group
Idaho
$215K +$8.51K +581 +4%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$201K +$201K +13,730 New
JWCA
129
J.W. Cole Advisors
Florida
$194K +$194K +13,224 New
LAM
130
Longboard Asset Management
Arizona
$186K – – –
MOACM
131
Mutual of America Capital Management
New York
$185K -$7.46K -509 -4%
QCG
132
Quadrant Capital Group
Ohio
$183K +$174K +11,899 +1,907%
QCM
133
Quantinno Capital Management
New York
$180K +$180K +12,261 New
Mariner
134
Mariner
Kansas
$175K +$21.6K +1,477 +14%
MI
135
Motiv8 Investments
Florida
$169K +$19.5K +1,333 +13%
BNP Paribas Financial Markets
136
BNP Paribas Financial Markets
France
$151K -$9.52K -650 -6%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$148K -$970 -66 -0.7%
SEI Investments
138
SEI Investments
Pennsylvania
$147K +$147K +10,018 New
EFS
139
Essex Financial Services
Connecticut
$147K -$29 -2 -0%
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$146K +$60.8K +4,147 +71%
MMCM
141
Murphy & Mullick Capital Management
New York
$133K – – –
AIP
142
Ameritas Investment Partners
Nebraska
$129K – – –
ACM
143
Advent Capital Management
New York
$111K – – –
CWM
144
Cranbrook Wealth Management
Michigan
$103K – – –
Fidelity Investments
145
Fidelity Investments
Massachusetts
$89.8K +$17.8K +1,213 +25%
TRCT
146
Tower Research Capital (TRC)
New York
$77.2K +$44.1K +3,007 +133%
SPIA
147
Steward Partners Investment Advisory
New York
$67.8K – – –
PFBT
148
Parkside Financial Bank & Trust
Missouri
$49.4K +$49.2K +3,359 +27,992%
Russell Investments Group
149
Russell Investments Group
United Kingdom
$47.8K +$31.7K +2,162 +197%
Ohio Public Employees Retirement System (OPERS)
150
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.6K +$1.69K +115 +4%
4 5
6
7 8