PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

182 hedge funds and large institutions have $724M invested in PennyMac Mortgage Investment in 2023 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+6
Holders Change %
+3.41%
% of All Funds
2.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
55
Reduced
74
Closed
17
Calls
$4.13M
Puts
$8.71M
Net Calls
-$4.58M
Net Calls Change
-$2.55M

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$7.23M
2
VNIM
Vaughan Nelson Investment Management
Texas
$18.7M
3
AI
AXS Investments
New York
$2.69M
4
Millennium Management
Millennium Management
New York
$1.95M
5
First Trust Advisors
First Trust Advisors
Illinois
$1.18M

Top Sellers

1
BlackRock
BlackRock
New York
$185M
2
Citadel Advisors
Citadel Advisors
Florida
$2.53M
3
Goldman Sachs
Goldman Sachs
New York
$24.7M
4
KPF
K2 Principal Fund
Ontario, Canada
$131K
5
Marshall Wace
Marshall Wace
United Kingdom
$455K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nomura Asset Management
151
Nomura Asset Management
Japan
$19.6K – – –
S
152
SignatureFD
Georgia
$19.5K +$769 +62 +4%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$17K +$461 +37 +3%
TWM
154
Tradition Wealth Management
Minnesota
$14K +$410 +32 +3%
NFSG
155
Newbridge Financial Services Group
Florida
$12.4K – – –
SIS
156
Sound Income Strategies
Florida
$12.4K +$12.4K +1,000 New
WT
157
Whittier Trust
California
$9.86K -$2.42K -195 -20%
VCM
158
Versant Capital Management
Arizona
$8.25K -$744 -60 -8%
US Bancorp
159
US Bancorp
Minnesota
$7.35K -$3.72K -300 -34%
IPW
160
Impact Partnership Wealth
Georgia
$7.18K -$315K -25,403 -98%
AWM
161
Atticus Wealth Management
Florida
$6.2K – – –
HCM
162
Highlander Capital Management
New Jersey
$6K +$6K +500 New
RCM
163
Raleigh Capital Management
North Carolina
$5.7K -$2.23K -180 -28%
EWA
164
EverSource Wealth Advisors
Alabama
$5.68K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$4.92K – – –
ADL
166
Asset Dedication LLC
California
$4K +$117 +9 +3%
IA
167
IFP Advisors
Florida
$2.62K +$74 +6 +3%
BIA
168
Bell Investment Advisors
California
$1.63K – – –
SWM
169
Spire Wealth Management
Virginia
$1.61K +$49 +4 +3%
HNB
170
Huntington National Bank
Ohio
$1.45K – – –
DWA
171
Delos Wealth Advisors
Texas
$1.39K +$323 +24 +30%
Bessemer Group
172
Bessemer Group
New Jersey
$1K – – –
WTC
173
WhitTier Trust Company
Nevada
$930 – – –
FMII
174
Farmers & Merchants Investments Inc
Nebraska
$756 – – –
GI
175
Gradient Investments
Minnesota
$508 – – –
4 5 6
7
8