PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

209 hedge funds and large institutions have $1.03B invested in PennyMac Mortgage Investment in 2019 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 93 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
209
Holders Change
+23
Holders Change %
+12.37%
% of All Funds
4.53%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
93
Reduced
41
Closed
14
Calls
$1.38M
Puts
$896K
Net Calls
+$484K
Net Calls Change
+$509K

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$136M
2
Marshall Wace
Marshall Wace
United Kingdom
$14M
3
BlackRock
BlackRock
New York
$229M
4
Invesco
Invesco
Georgia
$27.7M
5
EMG
Ellington Management Group
Connecticut
$5.2M

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$811K
2
AU
Algebris (UK)
United Kingdom
$0
3
Morgan Stanley
Morgan Stanley
New York
$14.8M
4
GIM
Greenwich Investment Management
Connecticut
$0
5
QI
QS Investors
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MOACM
176
Mutual of America Capital Management
New York
$40K +$8.74K +424 +28%
IA
177
IFP Advisors
Florida
$37K +$190 +9 +0.5%
WC
178
Whitnell & Co
Illinois
$33K – – –
APA
179
American Portfolios Advisors
New York
$29K +$29K +1,400 New
ASN
180
Advisory Services Network
Georgia
$28K – – –
ST
181
Smithfield Trust
Pennsylvania
$28K – – –
Carson Wealth (CWM LLC)
182
Carson Wealth (CWM LLC)
Nebraska
$28K +$28K +1,342 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$26K -$5.32K -248 -17%
CF
184
Centaurus Financial
California
$24.2K +$3.82K +79 +19%
SIS
185
Sound Income Strategies
Florida
$21K – – –
FHA
186
Flagship Harbor Advisors
Massachusetts
$21K – – –
ESB
187
Essex Savings Bank
Connecticut
$21K – – –
DBT
188
Dubuque Bank & Trust
Iowa
$20K – – –
S
189
SignatureFD
Georgia
$18K -$5.03K -244 -22%
NFG
190
Next Financial Group
Texas
$13K -$4.09K -200 -24%
NFH
191
NEXT Financial Holdings
Texas
$13K +$13K +635 New
RFC
192
Regions Financial Corp
Alabama
$11K – – –
EWM
193
Edge Wealth Management
New York
$11K – – –
FGAM
194
Financial Gravity Asset Management
Texas
$9K +$9K +440 New
YWP
195
YorkBridge Wealth Partners
New York
$8K – – –
HGWM
196
Harvest Group Wealth Management
Massachusetts
$8K +$8K +379 New
PHK
197
Point72 Hong Kong
Hong Kong
$6K -$16.8K -790 -74%
FIA
198
FNY Investment Advisers
New York
$5K +$5K +258 New
QCIG
199
Quad-Cities Investment Group
Iowa
$4K – – –
CAM
200
Cresset Asset Management
Illinois
$3K – – –
5 6 7
8
9