PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

201 hedge funds and large institutions have $1.17B invested in PennyMac Mortgage Investment in 2020 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 49 increasing their positions, 78 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+17
Holders Change %
+9.24%
% of All Funds
4.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
41
Increased
49
Reduced
78
Closed
24
Calls
$11.5M
Puts
$13.1M
Net Calls
-$1.55M
Net Calls Change
+$571K

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$67M
2
American Century Companies
2
American Century Companies
Missouri
$15.3M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$9.55M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.8M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$25.8M

Top Sellers

1
SM
1
Senvest Management
New York
$826K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M
3
Morgan Stanley
3
Morgan Stanley
New York
$63.4M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14M
5
Citadel Advisors
5
Citadel Advisors
Florida
$11.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Point72 Asset Management
176
Point72 Asset Management
Connecticut
$24K +$24K +1,487 New
Lazard Asset Management
177
Lazard Asset Management
New York
$19K – – –
SFS
178
Sowell Financial Services
Arkansas
$19K – – –
GT
179
Glenmede Trust
Pennsylvania
$18K -$5.19K -334 -22%
EI
180
Ellevest Inc
New York
$13K -$1.25K -79 -9%
IA
181
IFP Advisors
Florida
$9K -$4.38K -274 -33%
AWM
182
Atticus Wealth Management
Florida
$8K – – –
US Bancorp
183
US Bancorp
Minnesota
$8K +$905 +57 +13%
VRM
184
Vectors Research Management
New York
$7K – – –
Millennium Management
185
Millennium Management
New York
$6.44K +$5.7K +354,726 +767%
SWA
186
Sutton Wealth Advisors
Florida
$6.12K – – –
SPIA
187
Steward Partners Investment Advisory
New York
$5K – – –
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$4K – – –
NFG
189
Next Financial Group
Texas
$4K +$4K +278 New
TFO
190
Tarbox Family Office
California
$3K – – –
GRP
191
Global Retirement Partners
California
$3K – – –
TWA
192
TCI Wealth Advisors
Arizona
$3K +$530 +29 +21%
Simplex Trading
193
Simplex Trading
Illinois
$2K +$2K +137 New
PFBT
194
Parkside Financial Bank & Trust
Missouri
$1K +$688 +53 +221%
BWA
195
BDO Wealth Advisors
Florida
$1K +$1K +55 New
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$1K +$1K +70 New
TPCW
197
TD Private Client Wealth
New York
$530 – – –
OCP
198
OCO Capital Partners
New York
– -$3.07M -175,000 Closed
EC
199
EJF Capital
Virginia
– -$2.95M -168,430 Closed
SCM
200
SG Capital Management
Illinois
– -$1.2M -68,222 Closed
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8
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