PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

184 hedge funds and large institutions have $1.33B invested in PennyMac Mortgage Investment in 2020 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
-7
Holders Change %
-3.66%
% of All Funds
3.78%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
65
Reduced
62
Closed
41
Calls
$11M
Puts
$13.1M
Net Calls
-$2.13M
Net Calls Change
-$2.46M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$76.2M
2
SM
2
Senvest Management
New York
$66.9M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$14.9M
4
CS
4
Credit Suisse
Switzerland
$13.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$17.3M

Top Sellers

1
Invesco
1
Invesco
Georgia
$9.03M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$0
3
American Century Companies
3
American Century Companies
Missouri
$432K
4
Goldman Sachs
4
Goldman Sachs
New York
$71.1M
5
WAM
5
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Parallax Volatility Advisers
151
Parallax Volatility Advisers
California
$68K +$68K +3,869 New
AAM
152
Advisors Asset Management
Colorado
$53K +$1.25K +72 +2%
APA
153
American Portfolios Advisors
New York
$44.9K +$175 +10 +0.4%
FHA
154
Flagship Harbor Advisors
Massachusetts
$44K – – –
FWM
155
FSA Wealth Management
Massachusetts
$38K – – –
ABC
156
Associated Banc-Corp
Wisconsin
$31K +$3.04K +172 +11%
CAN
157
Cetera Advisor Networks
California
$29K +$29K +1,650 New
EA
158
Emerald Advisers
Pennsylvania
$29K +$29K +1,669 New
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
CCA
160
Catalyst Capital Advisors
New York
$27K +$27K +1,550 New
GT
161
Glenmede Trust
Pennsylvania
$26K -$12.8K -733 -33%
1W
162
1776 Wealth
Georgia
$22K -$20.6K -1,190 -48%
Lazard Asset Management
163
Lazard Asset Management
New York
$21K -$94.6K -5,600 -82%
SFS
164
Sowell Financial Services
Arkansas
$21K +$17.5K +990 +495%
EI
165
Ellevest Inc
New York
$16K +$11.3K +634 +237%
IA
166
IFP Advisors
Florida
$15K +$430 +24 +3%
APWM
167
Atlas Private Wealth Management
New York
$9K – – –
AWM
168
Atticus Wealth Management
Florida
$9K +$9K +500 New
US Bancorp
169
US Bancorp
Minnesota
$8K -$11.2K -626 -58%
VRM
170
Vectors Research Management
New York
$8K – – –
MAM
171
Meeder Asset Management
Ohio
$7K +$7K +407 New
OPS
172
Orion Portfolio Solutions
Nebraska
$7K +$7K +407 New
SWA
173
Sutton Wealth Advisors
Florida
$6.68K -$42.7K -2,437 -86%
SPIA
174
Steward Partners Investment Advisory
New York
$5K – – –
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$5K – – –
5 6
7
8 9