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PMT

PennyMac Mortgage Investment
PMT

203 hedge funds and large institutions have $884M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

22% more capital invested

Capital invested by funds: $724M → $884M (+$160M)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.43% more ownership

Funds ownership: 66.1% → 69.53% (+3.4%)

1% more funds holding

Funds holding: 201 → 203 (+2)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

42% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $43.4M

Holders
203
Holders Change
+2
Holders Change %
+1%
% 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
63
Reduced
66
Closed
31
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$14.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$13M
3
Marshall Wace
Marshall Wace
United Kingdom
+$9.42M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$7.63M
5
IC
IEQ Capital
California
+$7.15M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$7.39M
2
BlackRock
BlackRock
New York
-$5.61M
3
WAM
Wolverine Asset Management
Illinois
-$3.44M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
126
AQR Capital Management
Connecticut
$237K +$59.4K +4,335 +37%
Victory Capital Management
127
Victory Capital Management
Texas
$233K -$3.94K -288 -2%
Public Employees Retirement Association of Colorado
128
Public Employees Retirement Association of Colorado
Colorado
$223K – – –
SA
129
Sanctuary Advisors
Indiana
$216K +$1.26K +92 +0.6%
CG
130
Caprock Group
Idaho
$215K +$7.96K +581 +4%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$201K +$188K +13,730 New
JWCA
132
J.W. Cole Advisors
Florida
$194K +$181K +13,224 New
LAM
133
Longboard Asset Management
Arizona
$186K – – –
MOACM
134
Mutual of America Capital Management
New York
$185K -$6.97K -509 -4%
QCG
135
Quadrant Capital Group
Ohio
$183K +$163K +11,899 +1,907%
QCM
136
Quantinno Capital Management
New York
$180K +$168K +12,261 New
Mariner
137
Mariner
Kansas
$175K +$20.2K +1,477 +14%
MI
138
Motiv8 Investments
Florida
$169K +$18.3K +1,333 +13%
BNP Paribas Financial Markets
139
BNP Paribas Financial Markets
France
$151K -$8.9K -650 -6%
HSBC Holdings
140
HSBC Holdings
United Kingdom
$148K -$904 -66 -0.7%
SEI Investments
141
SEI Investments
Pennsylvania
$147K +$137K +10,018 New
EFS
142
Essex Financial Services
Connecticut
$147K -$27 -2 -0%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$146K +$56.8K +4,147 +71%
MMCM
144
Murphy & Mullick Capital Management
New York
$133K – – –
AIP
145
Ameritas Investment Partners
Nebraska
$129K – – –
ACM
146
Advent Capital Management
New York
$111K – – –
CWM
147
Cranbrook Wealth Management
Michigan
$103K – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$89.8K +$16.6K +1,213 +25%
TRCT
149
Tower Research Capital (TRC)
New York
$77.2K +$41.2K +3,007 +133%
SPIA
150
Steward Partners Investment Advisory
New York
$67.8K – – –
4 5
6
7 8

PMT Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2025, worth a combined $884M — up 22% from $724M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PMT positions and 31 closed out — a net gain of 4 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $7.39M.

  • 203 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $884M of PennyMac Mortgage Investment stock for Q1 2025, up 22% quarter-over-quarter.
  • 35 funds opened new PennyMac Mortgage Investment positions in Q1 2025 and 31 closed out, a net change of +4 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2025 was Boston Partners, an estimated $14.2M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2025 was Goldman Sachs, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2025.