PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

194 hedge funds and large institutions have $795M invested in PennyMac Mortgage Investment in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 74 reducing their positions, and 26 closing their positions.

Holders
194
Holders Change
-4
Holders Change %
-2.02%
% of All Funds
2.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
63
Reduced
74
Closed
26
Calls
$14.5M
Puts
$21.8M
Net Calls
-$7.22M
Net Calls Change
+$1.92M

Top Buyers

1
KPF
1
K2 Principal Fund
Ontario, Canada
$5.84M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$3.95M
3
WAM
3
Wolverine Asset Management
Illinois
$6.58M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$10.4M
5
BlackRock
5
BlackRock
New York
$215M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$9.26M
2
AP
2
Advisors Preferred
Maryland
$0
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.49M
4
BRWA
4
B. Riley Wealth Advisors
Florida
$0
5
Millennium Management
5
Millennium Management
New York
$1.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
151
SignatureFD
Georgia
$24.3K – – –
Nomura Asset Management
152
Nomura Asset Management
Japan
$22.5K – – –
HCA
153
Harbor Capital Advisors
Illinois
$21K +$21K +1,485 New
VCM
154
Versant Capital Management
Arizona
$20.2K +$2.25K +158 +13%
RCM
155
Raleigh Capital Management
North Carolina
$17.3K – – –
JIP
156
Jaffetilchin Investment Partners
Florida
$17.1K +$17.1K +1,202 New
NFSG
157
Newbridge Financial Services Group
Florida
$14.3K – – –
HI
158
Harbour Investments
Wisconsin
$13.8K – – –
GI
159
GAMMA Investing
California
$12.4K -$114 -8 -0.9%
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$10.5K -$173K -12,137 -94%
WT
161
Whittier Trust
California
$8.61K – – –
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$7.63K -$1.85K -130 -20%
US Bancorp
163
US Bancorp
Minnesota
$7.23K – – –
AWM
164
Atticus Wealth Management
Florida
$7.13K – – –
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$7.02K +$642 +45 +10%
TCM
166
TruNorth Capital Management
Michigan
$5.92K +$5.92K +415 New
CIBC Private Wealth Group
167
CIBC Private Wealth Group
Georgia
$5.74K – – –
EWA
168
EverSource Wealth Advisors
Alabama
$5.18K – – –
Russell Investments Group
169
Russell Investments Group
United Kingdom
$4.99K -$171 -12 -3%
SAM
170
Smartleaf Asset Management
Massachusetts
$3.73K +$743 +52 +25%
HGERS
171
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
UB
172
UMB Bank
Missouri
$2.88K +$1.06K +74 +58%
WOSD
173
WFA of San Diego
California
$2.14K – – –
C
174
Covestor
United Kingdom
$2K -$7.99K -687 -80%
CA
175
CoreCap Advisors
Michigan
$1.99K +$1.99K +139 New
5 6
7
8 9