PMT

PennyMac Mortgage Investment

194 hedge funds and large institutions have $1.36B invested in PennyMac Mortgage Investment in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
68
Reduced
69
Closed
25
Calls
$26.2M
Puts
$14.1M
Net Calls
+$12.1M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
151
UBS Group
Switzerland
$136K +$33.5K +1,707 +33%
Skandinaviska Enskilda Banken (SEB)
152
Skandinaviska Enskilda Banken (SEB)
Sweden
$126K -$439K -22,300 -78%
MA
153
MUFG Americas
New York
$118K
HI
154
Harbour Investments
Wisconsin
$116K +$20 +1 +0%
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$113K +$12.3K +627 +12%
PCM
156
Penserra Capital Management
California
$84K +$84K +4,277 New
CCA
157
Catalyst Capital Advisors
New York
$58K +$10.4K +530 +22%
Macquarie Group
158
Macquarie Group
Australia
$45K
IA
159
IFP Advisors
Florida
$40K +$37.7K +1,912 +1,663%
APA
160
American Portfolios Advisors
New York
$31.7K +$8.09K +411 +34%
Lazard Asset Management
161
Lazard Asset Management
New York
$24K -$1.09M -56,882 -98%
SWA
162
Sutton Wealth Advisors
Florida
$22.9K
PFBT
163
Parkside Financial Bank & Trust
Missouri
$20K +$430 +22 +2%
AFS
164
Annapolis Financial Services
Maryland
$20K +$20K +1,000 New
TWM
165
Tradition Wealth Management
Minnesota
$20K +$20K +1,000 New
HIA
166
Harbor Investment Advisory
Maryland
$18K
MAM
167
Meeder Asset Management
Ohio
$18K +$1.5K +75 +9%
EI
168
Ellevest Inc
New York
$17K +$1.52K +79 +10%
VCM
169
Versant Capital Management
Arizona
$16K -$1.9K -95 -11%
Rockefeller Capital Management
170
Rockefeller Capital Management
New York
$12K
ST
171
Sageworth Trust
Pennsylvania
$11K
AWM
172
Atticus Wealth Management
Florida
$10K
US Bancorp
173
US Bancorp
Minnesota
$9K -$123K -6,100 -93%
SPIA
174
Steward Partners Investment Advisory
New York
$6K
NFG
175
Next Financial Group
Texas
$6K