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PMT

PennyMac Mortgage Investment

210 hedge funds and large institutions have $707M invested in PennyMac Mortgage Investment in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

5.5% more ownership

Funds ownership: 66.44%71.94% (+5.5%)

5% more capital invested

Capital invested by funds: $674M → $707M (+$33M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 217210 (-7)

61% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $24.1M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
76
Reduced
63
Closed
33
Calls
$9.43M
Puts
$24.1M
Net Calls
-$14.7M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
QCM
126
QRG Capital Management
Illinois
$159K +$10.5K +957 +7%
Victory Capital Management
127
Victory Capital Management
Texas
$157K +$1.71K +155 +1%
Pictet Asset Management
128
Pictet Asset Management
Switzerland
$148K
Amundi
129
Amundi
France
$146K -$31.9K -2,897 -18%
WI
130
Westbourne Investments
Virginia
$144K
MSRPS
131
Maryland State Retirement & Pension System
Maryland
$143K
ProShare Advisors
132
ProShare Advisors
Maryland
$142K -$10.6K -964 -7%
SFG
133
Stonebridge Financial Group
California
$134K +$132K +11,960 New
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$128K
Wealth Enhancement Advisory Services
135
Wealth Enhancement Advisory Services
Minnesota
$125K +$134K +12,145 New
OL
136
one8zero8 LLC
North Carolina
$125K
EFS
137
Essex Financial Services
Connecticut
$120K +$4.04K +367 +4%
SG Americas Securities
138
SG Americas Securities
New York
$113K -$1.42M -129,128 -93%
SEI Investments
139
SEI Investments
Pennsylvania
$113K -$117K -10,633 -52%
FFA
140
Farther Finance Advisors
California
$101K -$6.37K -578 -6%
OFA
141
Orographic Financial Advisors
Colorado
$96K
Group One Trading
142
Group One Trading
Illinois
$93.7K +$3.35K +304 +4%
AIP
143
Ameritas Investment Partners
Nebraska
$90.7K +$8.21K +745 +10%
GI
144
GAMMA Investing
California
$78.6K +$31.1K +2,822 +68%
AAP
145
Arax Advisory Partners
Colorado
$59.7K +$58.4K +5,296 New
FAM
146
Fulcrum Asset Management
United Kingdom
$58.3K +$58.6K +5,322 New
TRCT
147
Tower Research Capital (TRC)
New York
$48.1K -$51.3K -4,652 -52%
SPIA
148
Steward Partners Investment Advisory
New York
$40.1K -$3.26K -296 -8%
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$38.3K +$4.05K +368 +12%
NAS
150
Nykredit A/S
Denmark
$36.8K +$36K +3,265 New

PMT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2026, worth a combined $707M — up 4.9% from $674M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PMT and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $6.65M.

  • 210 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2026, down from 217 in Q1 2026.
  • Funds reported $707M of PennyMac Mortgage Investment stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 32 funds opened new PennyMac Mortgage Investment positions in Q2 2026 and 33 closed out, a net change of -1 holder.
  • The largest PennyMac Mortgage Investment buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $10.3M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2026 was Royal Bank of Canada, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2026.