PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

191 hedge funds and large institutions have $783M invested in PennyMac Mortgage Investment in 2020 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 84 increasing their positions, 62 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-36
Holders Change %
-15.86%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
24
Increased
84
Reduced
62
Closed
57
Calls
$5.1M
Puts
$4.77M
Net Calls
+$330K
Net Calls Change
+$19.4M

Top Buyers

1
SM
Senvest Management
New York
+$21.9M
2
Goldman Sachs
Goldman Sachs
New York
+$19.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$9.8M
4
WAM
Wolverine Asset Management
Illinois
+$8.06M
5
State Street
State Street
Massachusetts
+$6.25M

Top Sellers

1
CCP
Clough Capital Partners
Massachusetts
-$22.3M
2
UBS Group
UBS Group
Switzerland
-$20.1M
3
Renaissance Technologies
Renaissance Technologies
New York
-$9.29M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$8.08M
5
LCM
Laurion Capital Management
New York
-$7.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
151
Ameritas Investment Partners
Nebraska
$85K +$4.23K +397 +5%
CWM
152
Cranbrook Wealth Management
Michigan
$75K +$75K +7,027 New
Lazard Asset Management
153
Lazard Asset Management
New York
$72K +$23.9K +2,273 +50%
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$72K +$24.8K +2,377 +52%
Zurich Cantonal Bank
155
Zurich Cantonal Bank
Switzerland
$64K – – –
GT
156
Glenmede Trust
Pennsylvania
$48K – – –
MOACM
157
Mutual of America Capital Management
New York
$47K +$9.4K +893 +25%
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$42K -$2.98K -284 -7%
OAM
159
Oppenheimer Asset Management
New York
$40K +$5.82K +543 +17%
1W
160
1776 Wealth
Georgia
$40K +$20.2K +1,242 +102%
AAM
161
Advisors Asset Management
Colorado
$32K -$96.7K -8,986 -75%
SWA
162
Sutton Wealth Advisors
Florida
$29.9K +$7.21K +679 +32%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
APA
164
American Portfolios Advisors
New York
$27.1K -$35.2K -3,311 -56%
FHA
165
Flagship Harbor Advisors
Massachusetts
$27K – – –
FWM
166
FSA Wealth Management
Massachusetts
$23K +$4.28K +400 +23%
ABC
167
Associated Banc-Corp
Wisconsin
$17K +$17K +1,580 New
ST
168
Smithfield Trust
Pennsylvania
$14K – – –
NFG
169
Next Financial Group
Texas
$12K -$102K -10,101 -89%
US Bancorp
170
US Bancorp
Minnesota
$11K +$1.68K +164 +18%
IA
171
IFP Advisors
Florida
$10K +$763 +62 +8%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$7K -$102K -11,516 -94%
EWM
173
Edge Wealth Management
New York
$5K – – –
VRM
174
Vectors Research Management
New York
$5K – – –
APWM
175
Atlas Private Wealth Management
New York
$5K – – –
5 6
7
8 9