PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$12.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.36M
3
Barclays
3
Barclays
United Kingdom
$6.61M
4
Boston Partners
4
Boston Partners
Massachusetts
$15.9M
5
UBS AM
5
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
176
CoreCap Advisors
Michigan
$1.96K 152 +4 +3%
PS
177
Principal Securities
Iowa
$1.85K 144 -2,256 -94%
HNW
178
High Note Wealth
Minnesota
$1.79K 139 +139 New
UB
179
UMB Bank
Missouri
$1.78K 138 -152 -52%
BIA
180
Bell Investment Advisors
California
$1.69K 131 – –
TPWA
181
Twin Peaks Wealth Advisors
California
$1.36K 113 +113 New
C
182
Covestor
United Kingdom
$1K 60 -49 -45%
Bessemer Group
183
Bessemer Group
New Jersey
$1K 66 – –
CAL
184
Capital Advisors Ltd
Ohio
$1K 108 +17 +19%
RIL
185
Rothschild Investment LLC
Illinois
$965 75 -70 -48%
WTC
186
WhitTier Trust Company
Nevada
$964 75 – –
PWA
187
Physician Wealth Advisors
Utah
$849 66 +66 New
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$784 61 – –
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$643 50 +50 New
CPG
190
Cornerstone Planning Group
New Jersey
$640 53 +53 New
BGAI
191
Bruce G. Allen Investments
Colorado
$489 38 +3 +9%
WFA
192
West Financial Advisors
Iowa
$480 37 +1 +3%
BIG
193
Brooklyn Investment Group
New York
$425 33 -378 -92%
GRP
194
Global Retirement Partners
California
$300 23 +23 New
FFA
195
Farther Finance Advisors
California
$206 16 -30 -65%
EC
196
Elequin Capital
New York
$13 1 +1 New
TI
197
TrueMark Investments
Illinois
– – -212,023 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– – -160,832 Closed
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
– – -137,102 Closed
JF
200
Jump Financial
Illinois
– – -94,400 Closed
6 7
8
9 10