PMT

PennyMac Mortgage Investment

200 hedge funds and large institutions have $1.2B invested in PennyMac Mortgage Investment in 2021 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 64 increasing their positions, 72 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+6
Holders Change %
+3.09%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
64
Reduced
72
Closed
24
Calls
$14.3M
Puts
$15.2M
Net Calls
-$941K
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$173K -$29.1K -1,685 -14%
PIA
152
Powell Investment Advisors
Florida
$168K
AIP
153
Ameritas Investment Partners
Nebraska
$138K
CWM
154
Cranbrook Wealth Management
Michigan
$122K
SG Americas Securities
155
SG Americas Securities
New York
$116K -$547K -31,660 -82%
BWA
156
BDO Wealth Advisors
Florida
$113K -$26.1K -1,500 -19%
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$112K
Ohio Public Employees Retirement System (OPERS)
158
Ohio Public Employees Retirement System (OPERS)
Ohio
$108K +$8.64K +499 +9%
SPIA
159
Steward Partners Investment Advisory
New York
$63K +$57.8K +3,350 +1,117%
UBS Group
160
UBS Group
Switzerland
$59K -$62K -3,554 -51%
HI
161
Harbour Investments
Wisconsin
$43K -$59.2K -3,402 -58%
Macquarie Group
162
Macquarie Group
Australia
$39K
IA
163
IFP Advisors
Florida
$35K -$759 -43 -2%
VI
164
Vestcor Inc
New Brunswick, Canada
$34K +$34K +1,954 New
CCA
165
Catalyst Capital Advisors
New York
$33K -$18.6K -1,070 -36%
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$22K +$22K +1,276 New
APA
167
American Portfolios Advisors
New York
$21.2K -$6.74K -389 -24%
AIP
168
Ahrens Investment Partners
Louisiana
$21K +$21K +1,209 New
SWA
169
Sutton Wealth Advisors
Florida
$20.5K +$399 +23 +2%
NFG
170
Next Financial Group
Texas
$19K +$14.1K +808 +286%
AFS
171
Annapolis Financial Services
Maryland
$17K
TWM
172
Tradition Wealth Management
Minnesota
$17K
CA
173
Cornerstone Advisory
Maryland
$17K +$17K +1,000 New
HIA
174
Harbor Investment Advisory
Maryland
$16K
EI
175
Ellevest Inc
New York
$14K -$1K -59 -7%