PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$12.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.36M
3
Barclays
3
Barclays
United Kingdom
$6.61M
4
Boston Partners
4
Boston Partners
Massachusetts
$15.9M
5
UBS AM
5
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
151
Trust Company of Vermont
Vermont
$24.9K +$24.9K +1,936 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$24K +$4.48K +348 +23%
EWA
153
EverSource Wealth Advisors
Alabama
$23K +$14.9K +1,157 +184%
Nomura Asset Management
154
Nomura Asset Management
Japan
$20.3K – – –
TWC
155
TD Waterhouse Canada
Ontario, Canada
$19.5K – – –
VCM
156
Versant Capital Management
Arizona
$18.3K -$4.41K -343 -19%
LFG
157
Larson Financial Group
Missouri
$16.8K +$16.8K +1,303 New
GI
158
GAMMA Investing
California
$16.4K -$9.72K -756 -37%
US Bancorp
159
US Bancorp
Minnesota
$15K +$1.16K +90 +8%
SAM
160
Smartleaf Asset Management
Massachusetts
$13.5K -$829 -65 -6%
NFSG
161
Newbridge Financial Services Group
Florida
$12.9K – – –
HI
162
Harbour Investments
Wisconsin
$12.5K – – –
CA
163
Clearstead Advisors
Ohio
$12.3K +$12.3K +955 New
National Bank of Canada
164
National Bank of Canada
Quebec, Canada
$7.03K +$591 +46 +9%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$7K -$412 -32 -6%
AAS
166
Ameritas Advisory Services
Nebraska
$6.29K +$6.29K +489 New
Optiver Holding
167
Optiver Holding
Netherlands
$5.29K – – –
BNP Paribas Asset Management
168
BNP Paribas Asset Management
France
$5K +$5K +384 New
WSFS
169
Wilmington Savings Fund Society
Delaware
$4.9K – – –
IA
170
IFP Advisors
Florida
$4.4K -$17.3K -1,000 -80%
WT
171
Whittier Trust
California
$4.14K – – –
HCA
172
Harbor Capital Advisors
Illinois
$4K +$58 +5 +1%
MPWT
173
MassMutual Private Wealth & Trust
Connecticut
$3.31K +$2.5K +194 +308%
CIAM
174
Caitong International Asset Management
Hong Kong
$2.7K +$2.7K +210 New
HNB
175
Huntington National Bank
Ohio
$1.99K +$206 +16 +12%
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7
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