PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

202 hedge funds and large institutions have $1.44B invested in PennyMac Mortgage Investment in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
73
Reduced
64
Closed
21
Calls
$17.6M
Puts
$23.4M
Net Calls
-$5.8M
Net Calls Change
+$4.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$96.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$27.6M
3
KPF
K2 Principal Fund
Ontario, Canada
$8.07M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.1M
5
Invesco
Invesco
Georgia
$13.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$0
2
BlackRock
BlackRock
New York
$379M
3
CS
Credit Suisse
Switzerland
$14.5M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CANY
151
Caxton Associates (New York)
New York
$201K +$201K +9,539 New
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$199K -$35.8K -1,700 -15%
PIA
153
Powell Investment Advisors
Florida
$199K – – –
FC
154
FORA Capital
Florida
$196K +$176K +8,395 +901%
AIP
155
Ameritas Investment Partners
Nebraska
$168K – – –
SIM
156
Sonora Investment Management
Arizona
$168K – – –
BWA
157
BDO Wealth Advisors
Florida
$168K – – –
CWM
158
Cranbrook Wealth Management
Michigan
$148K – – –
US Bancorp
159
US Bancorp
Minnesota
$138K +$129K +6,100 +1,365%
MA
160
MUFG Americas
New York
$126K – – –
HI
161
Harbour Investments
Wisconsin
$124K -$8.98K -425 -7%
UBS Group
162
UBS Group
Switzerland
$110K +$17.7K +839 +19%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K +$1.54K +73 +1%
PCM
164
Pinz Capital Management
New York
$101K +$101K +4,800 New
TRCT
165
Tower Research Capital (TRC)
New York
$85K -$424K -20,235 -83%
Federated Hermes
166
Federated Hermes
Pennsylvania
$79K -$1.16M -54,814 -94%
CCA
167
Catalyst Capital Advisors
New York
$51K +$12.8K +610 +33%
Macquarie Group
168
Macquarie Group
Australia
$48K -$8.35K -395 -15%
AAP
169
Arax Advisory Partners
Colorado
$42K +$42K +2,000 New
Carson Wealth (CWM LLC)
170
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
APA
171
American Portfolios Advisors
New York
$25.3K +$211 +10 +0.8%
ASN
172
Advisory Services Network
Georgia
$25K +$25K +1,175 New
SWA
173
Sutton Wealth Advisors
Florida
$24.5K – – –
PFBT
174
Parkside Financial Bank & Trust
Missouri
$21K +$17.2K +823 +460%
HIA
175
Harbor Investment Advisory
Maryland
$19K – – –
5 6
7
8 9