PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

186 hedge funds and large institutions have $751M invested in PennyMac Mortgage Investment in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 71 reducing their positions, and 28 closing their positions.

Holders
186
Holders Change
-11
Holders Change %
-5.58%
% of All Funds
2.98%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
66
Reduced
71
Closed
28
Calls
$5.19M
Puts
$8.99M
Net Calls
-$3.8M
Net Calls Change
+$30.6M

Top Buyers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$10.4M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$65.6M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$6.55M
4
WAM
4
Wolverine Asset Management
Illinois
$4.54M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$13.6M

Top Sellers

1
CM
1
Caption Management
Oklahoma
$0
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$7.93M
3
Goldman Sachs
3
Goldman Sachs
New York
$37.5M
4
JAM
4
Jupiter Asset Management
United Kingdom
$5.06M
5
Millennium Management
5
Millennium Management
New York
$488K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
151
Nomura Asset Management
Japan
$19.5K – – –
BAM
152
Belpointe Asset Management
Nevada
$19.1K +$2.47K +200 +15%
S
153
SignatureFD
Georgia
$18.6K -$1.81K -147 -9%
National Bank of Canada
154
National Bank of Canada
Quebec, Canada
$15.4K +$15.4K +1,253 New
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$15K -$3.34K -263 -18%
WT
156
Whittier Trust
California
$14.4K -$2.32K -188 -14%
AIP
157
Ahrens Investment Partners
Louisiana
$13.2K +$13.2K +1,068 New
TWM
158
Tradition Wealth Management
Minnesota
$13K +$342 +27 +3%
NFSG
159
Newbridge Financial Services Group
Florida
$12.3K – – –
CAL
160
Capital Analysts LLC
Pennsylvania
$12K -$16.8K -1,401 -58%
IG
161
ING Group
Netherlands
$10.4K +$10.4K +840 New
IA
162
IFP Advisors
Florida
$9.33K -$125K -6,688 -93%
US Bancorp
163
US Bancorp
Minnesota
$9.21K – – –
VCM
164
Versant Capital Management
Arizona
$8.58K +$2.65K +215 +45%
RCM
165
Raleigh Capital Management
North Carolina
$7.89K – – –
KM
166
Kalos Management
Georgia
$7.4K +$7.4K +600 New
Simplex Trading
167
Simplex Trading
Illinois
$7K +$7K +644 New
AWM
168
Atticus Wealth Management
Florida
$6.17K – – –
HCM
169
Hollencrest Capital Management
California
$6.17K – – –
TWA
170
TCI Wealth Advisors
Arizona
$5.96K +$4.29K +348 +258%
LFA
171
Level Financial Advisors
New York
$4.81K – – –
EWA
172
EverSource Wealth Advisors
Alabama
$4.48K +$4.48K +363 New
FHA
173
First Horizon Advisors
Tennessee
$3.18K +$3.18K +258 New
Fifth Third Bancorp
174
Fifth Third Bancorp
Ohio
$2.11K -$900 -73 -30%
Russell Investments Group
175
Russell Investments Group
United Kingdom
$1.85K -$38.1K -3,091 -95%
5 6
7
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