PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

201 hedge funds and large institutions have $1.17B invested in PennyMac Mortgage Investment in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+17
Holders Change %
+9.24%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
49
Reduced
78
Closed
24
Calls
$11.5M
Puts
$13.1M
Net Calls
-$1.55M
Net Calls Change
+$571K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$67M
2
American Century Companies
2
American Century Companies
Missouri
$15.3M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$9.55M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$25.8M

Top Sellers

1
SM
1
Senvest Management
New York
$826K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M
3
Morgan Stanley
3
Morgan Stanley
New York
$63.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIA
151
Perennial Investment Advisors
California
$168K +$168K +10,509 New
PFA
152
Paradigm Financial Advisors
Missouri
$166K +$166K +10,335 New
RCA
153
Rowland Carmichael Advisors
Arizona
$163K -$319K -19,854 -66%
AI
154
Atom Investors
Texas
$163K +$163K +10,162 New
Nomura Holdings
155
Nomura Holdings
Japan
$161K +$161K +10,000 New
QT
156
Quantbot Technologies
New York
$150K +$150K +9,369 New
AIP
157
Ameritas Investment Partners
Nebraska
$138K – – –
SIM
158
Sonora Investment Management
Arizona
$129K – – –
CWM
159
Cranbrook Wealth Management
Michigan
$113K – – –
Bank of Montreal
160
Bank of Montreal
Ontario, Canada
$111K -$53K -3,096 -32%
BAM
161
Belpointe Asset Management
Nevada
$101K – – –
UBS Group
162
UBS Group
Switzerland
$93K -$33.6K -2,091 -27%
ASN
163
Advisory Services Network
Georgia
$91K -$91.1K -5,678 -50%
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$84K +$4.48K +276 +6%
Ohio Public Employees Retirement System (OPERS)
165
Ohio Public Employees Retirement System (OPERS)
Ohio
$71K +$787 +49 +1%
Macquarie Group
166
Macquarie Group
Australia
$63K – – –
Parallax Volatility Advisers
167
Parallax Volatility Advisers
California
$51K -$10.8K -676 -17%
AAM
168
Advisors Asset Management
Colorado
$48K -$1.06K -66 -2%
PHK
169
Point72 Hong Kong
Hong Kong
$44K +$44K +2,738 New
APA
170
American Portfolios Advisors
New York
$41.3K +$129 +8 +0.3%
Fidelity Investments
171
Fidelity Investments
Massachusetts
$33K +$32.9K +2,068 +34,467%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
ABC
173
Associated Banc-Corp
Wisconsin
$28K – – –
EA
174
Emerald Advisers
Pennsylvania
$27K – – –
CCA
175
Catalyst Capital Advisors
New York
$27K +$2.53K +160 +10%
5 6
7
8 9