PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

214 hedge funds and large institutions have $1.24B invested in PennyMac Mortgage Investment in 2019 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 110 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
214
Holders Change
+5
Holders Change %
+2.39%
% of All Funds
4.66%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
36
Increased
110
Reduced
39
Closed
26
Calls
$2.45M
Puts
$5.13M
Net Calls
-$2.68M
Net Calls Change
-$3.16M

Top Buyers

1
BlackRock
BlackRock
New York
$279M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$21.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$160M
4
Two Sigma Investments
Two Sigma Investments
New York
$17.3M
5
Millennium Management
Millennium Management
New York
$13.5M

Top Sellers

1
Citigroup
Citigroup
New York
$1.45M
2
Bessemer Group
Bessemer Group
New Jersey
$2.35M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
4
Goldman Sachs
Goldman Sachs
New York
$45.8M
5
BCM
BlueMar Capital Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$81K – – –
TAM
177
Tyers Asset Management
Texas
$81K – – –
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$72K +$9.03K +422 +14%
OAM
179
Oppenheimer Asset Management
New York
$70K – – –
S
180
SignatureFD
Georgia
$63K +$43.9K +2,000 +229%
MOACM
181
Mutual of America Capital Management
New York
$60K +$17.4K +795 +41%
NFG
182
Next Financial Group
Texas
$60K +$46.2K +2,121 +334%
SWA
183
Sutton Wealth Advisors
Florida
$46.7K – – –
CCA
184
Catalyst Capital Advisors
New York
$46K -$19.1K -880 -29%
LIA
185
LS Investment Advisors
Michigan
$45K – – –
VFA
186
Valeo Financial Advisors
Indiana
$45K +$45K +2,045 New
ESB
187
Essex Savings Bank
Connecticut
$44K +$22K +1,000 +100%
FHA
188
Flagship Harbor Advisors
Massachusetts
$44K +$21.8K +1,000 +98%
ASN
189
Advisory Services Network
Georgia
$37K +$6.71K +300 +22%
WC
190
Whitnell & Co
Illinois
$34K – – –
ST
191
Smithfield Trust
Pennsylvania
$30K – – –
Carson Wealth (CWM LLC)
192
Carson Wealth (CWM LLC)
Nebraska
$28K – – –
NIT
193
NumerixS Investment Technologies
British Columbia, Canada
$22K -$174K -7,908 -89%
SIS
194
Sound Income Strategies
Florida
$22K – – –
Northwestern Mutual Wealth Management
195
Northwestern Mutual Wealth Management
Wisconsin
$22K +$22K +1,000 New
CFGS
196
Concourse Financial Group Securities
Alabama
$22K +$22K +1,000 New
VCM
197
Versant Capital Management
Arizona
$19K +$15.9K +739 +506%
FGAM
198
Financial Gravity Asset Management
Texas
$16K +$6.58K +307 +70%
BWA
199
BDO Wealth Advisors
Florida
$16K +$16K +750 New
AIM
200
Advantage Investment Management
Iowa
$12K +$12K +550 New
6 7
8
9 10