PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

193 hedge funds and large institutions have $891M invested in PennyMac Mortgage Investment in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
70
Reduced
64
Closed
23
Calls
$5.94M
Puts
$18.7M
Net Calls
-$12.7M
Net Calls Change
-$8.14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.5M
2
First Trust Advisors
First Trust Advisors
Illinois
$9.2M
3
BlackRock
BlackRock
New York
$228M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.51M
5
Barclays
Barclays
United Kingdom
$3.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
2
Invesco
Invesco
Georgia
$10.3M
3
WAM
Wolverine Asset Management
Illinois
$0
4
Goldman Sachs
Goldman Sachs
New York
$26.8M
5
Citadel Advisors
Citadel Advisors
Florida
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
151
Ohio Public Employees Retirement System (OPERS)
Ohio
$39.4K +$1.69K +113 +4%
QCG
152
Quadrant Capital Group
Ohio
$36.7K +$10.8K +724 +42%
LA
153
LM Advisors
California
$35.9K +$35.9K +2,400 New
PA
154
Parallel Advisors
California
$35.3K -$4.89K -327 -12%
S
155
SignatureFD
Georgia
$31.2K +$7.7K +515 +33%
EC
156
EntryPoint Capital
New York
$29.8K +$29.8K +1,992 New
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$25K +$4.84K +327 +24%
HI
158
Harbour Investments
Wisconsin
$25K – – –
Nomura Asset Management
159
Nomura Asset Management
Japan
$23.6K – – –
SIS
160
Sound Income Strategies
Florida
$20.6K +$5.62K +376 +38%
VCM
161
Versant Capital Management
Arizona
$18.8K +$8.9K +595 +89%
RCM
162
Raleigh Capital Management
North Carolina
$18.1K +$11.2K +750 +163%
NFSG
163
Newbridge Financial Services Group
Florida
$15K – – –
WT
164
Whittier Trust
California
$10.7K -$1.14K -76 -10%
C
165
Covestor
United Kingdom
$10K +$9.84K +676 +6,145%
GI
166
GAMMA Investing
California
$9.14K +$9.14K +637 New
IPW
167
Impact Partnership Wealth
Georgia
$8.66K – – –
AWM
168
Atticus Wealth Management
Florida
$7.48K – – –
HCM
169
Highlander Capital Management
New Jersey
$7.48K – – –
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$6.38K +$449 +30 +8%
EWA
171
EverSource Wealth Advisors
Alabama
$5.43K -$1.42K -95 -21%
ADL
172
Asset Dedication LLC
California
$5K +$157 +10 +3%
US Bancorp
173
US Bancorp
Minnesota
$4.9K -$3.96K -265 -45%
IA
174
IFP Advisors
Florida
$3.28K +$119 +8 +4%
Russell Investments Group
175
Russell Investments Group
United Kingdom
$3.2K +$3.2K +214 New
5 6
7
8 9