PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

191 hedge funds and large institutions have $819M invested in PennyMac Mortgage Investment in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
64
Reduced
66
Closed
27
Calls
$5.72M
Puts
$10.2M
Net Calls
-$4.47M
Net Calls Change
+$8.25M

Top Buyers

1
DIA
Dana Investment Advisors
Wisconsin
+$4.46M
2
Citigroup
Citigroup
New York
+$2.97M
3
Jane Street
Jane Street
New York
+$2.58M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.29M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.45M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$20.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$3.88M
4
BlackRock
BlackRock
New York
-$2.85M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$18.5K – – –
RCM
152
Raleigh Capital Management
North Carolina
$17.8K – – –
Barrow, Hanley, Mewhinney & Strauss
153
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.6K +$15.6K +1,062 New
NFSG
154
Newbridge Financial Services Group
Florida
$14.7K – – –
US Bancorp
155
US Bancorp
Minnesota
$11.2K +$6.39K +435 +133%
C
156
Covestor
United Kingdom
$11K +$662 +44 +6%
GI
157
GAMMA Investing
California
$9.66K +$308 +21 +3%
WT
158
Whittier Trust
California
$8.87K -$1.69K -115 -16%
CFM
159
Catalyst Funds Management
Australia
$8.81K +$8.81K +600 New
Citadel Advisors
160
Citadel Advisors
Florida
$8.57K -$94.7K -6,454 -92%
IPW
161
Impact Partnership Wealth
Georgia
$8.54K +$44 +3 +0.5%
HCM
162
Highlander Capital Management
New Jersey
$7.34K – – –
AWM
163
Atticus Wealth Management
Florida
$7.34K – – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$6.27K – – –
CIBC Private Wealth Group
165
CIBC Private Wealth Group
Georgia
$5.87K +$5.87K +402 New
QL
166
Quarry LP
New York
$5.33K +$5.33K +363 New
EWA
167
EverSource Wealth Advisors
Alabama
$5.03K – – –
ADL
168
Asset Dedication LLC
California
$5K +$122 +8 +3%
Russell Investments Group
169
Russell Investments Group
United Kingdom
$3.39K +$250 +17 +8%
EC
170
Elequin Capital
New York
$2.69K +$2.5K +170 +1,308%
HNB
171
Huntington National Bank
Ohio
$2.04K – – –
SWM
172
Spire Wealth Management
Virginia
$2.03K +$44 +3 +2%
BIA
173
Bell Investment Advisors
California
$1.92K – – –
SIS
174
Sound Income Strategies
Florida
$1.82K -$18.4K -1,252 -91%
DWA
175
Delos Wealth Advisors
Texas
$1.61K +$29 +2 +2%
5 6
7
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