PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in PennyMac Mortgage Investment in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 85 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
-11
Holders Change %
-5.34%
% of All Funds
3.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
57
Reduced
85
Closed
35
Calls
$13.2M
Puts
$23.7M
Net Calls
-$10.5M
Net Calls Change
-$9.99M

Top Buyers

1
Nomura Holdings
1
Nomura Holdings
Japan
$30.3M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$15.3M
3
BlackRock
3
BlackRock
New York
$361M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$11.6M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$24.6M

Top Sellers

1
D.E. Shaw & Co
1
D.E. Shaw & Co
New York
$561K
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.37M
4
Morgan Stanley
4
Morgan Stanley
New York
$15.5M
5
IC
5
IEQ Capital
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EVM
151
Eaton Vance Management
Massachusetts
$160K +$160K +8,162 New
SIM
152
Sonora Investment Management
Arizona
$157K – – –
BWA
153
BDO Wealth Advisors
Florida
$157K +$156K +7,937 +14,431%
AIP
154
Ameritas Investment Partners
Nebraska
$156K -$12.4K -634 -7%
PHK
155
Point72 Hong Kong
Hong Kong
$150K +$150K +7,670 New
CWM
156
Cranbrook Wealth Management
Michigan
$138K – – –
HI
157
Harbour Investments
Wisconsin
$123K +$123K +6,296 New
MA
158
MUFG Americas
New York
$118K +$118K +6,000 New
Lazard Asset Management
159
Lazard Asset Management
New York
$99K – – –
Ohio Public Employees Retirement System (OPERS)
160
Ohio Public Employees Retirement System (OPERS)
Ohio
$99K +$10.3K +524 +12%
AIC
161
Ameritas Investment Company
Nebraska
$97K +$97K +4,950 New
Group One Trading
162
Group One Trading
Illinois
$97K -$92.7K -4,712 -49%
UBS Group
163
UBS Group
Switzerland
$86K -$111K -5,674 -56%
Macquarie Group
164
Macquarie Group
Australia
$52K -$24.7K -1,264 -32%
CCA
165
Catalyst Capital Advisors
New York
$36K +$11.8K +600 +49%
AAM
166
Advisors Asset Management
Colorado
$29K -$12.9K -645 -31%
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
IAIM
168
International Assets Investment Management
Florida
$24K – – –
APA
169
American Portfolios Advisors
New York
$23.3K +$235 +12 +1%
SFS
170
Sowell Financial Services
Arkansas
$23K – – –
SWA
171
Sutton Wealth Advisors
Florida
$22.8K +$8.37K +427 +58%
HIA
172
Harbor Investment Advisory
Maryland
$18K – – –
FC
173
FORA Capital
Florida
$18K +$18K +932 New
EI
174
Ellevest Inc
New York
$16K -$358 -18 -2%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$12K -$10.6K -546 -47%
5 6
7
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