PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

206 hedge funds and large institutions have $1.26B invested in PennyMac Mortgage Investment in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 65 increasing their positions, 70 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+5
Holders Change %
+2.49%
% of All Funds
3.66%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
65
Reduced
70
Closed
31
Calls
$14.8M
Puts
$15.3M
Net Calls
-$555K
Net Calls Change
+$999K

Top Buyers

1
BlackRock
1
BlackRock
New York
$312M
2
IC
2
IEQ Capital
California
$13.7M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$19.2M
4
Citadel Advisors
4
Citadel Advisors
Florida
$19.2M
5
Renaissance Technologies
5
Renaissance Technologies
New York
$8.82M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$26.7M
2
TIM
2
Thornburg Investment Management
New Mexico
$5.92M
3
Grantham, Mayo, Van Otterloo & Co (GMO)
3
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$0
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
176
Sowell Financial Services
Arkansas
$21K – – –
APA
177
American Portfolios Advisors
New York
$20.7K -$24.4K -1,389 -54%
Rockefeller Capital Management
178
Rockefeller Capital Management
New York
$20K +$15K +870 +298%
VCG
179
Vantage Consulting Group
Virginia
$17K +$17K +956 New
JFGIW
180
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16K +$16K +900 New
HIA
181
Harbor Investment Advisory
Maryland
$16K +$16K +908 New
CTB
182
Country Trust Bank
Illinois
$15K +$15K +849 New
EI
183
Ellevest Inc
New York
$14K – – –
SWA
184
Sutton Wealth Advisors
Florida
$12.9K +$6.23K +354 +93%
PWPS
185
Pinnacle Wealth Planning Services
Ohio
$11K +$11K +618 New
IA
186
IFP Advisors
Florida
$10K – – –
AWM
187
Atticus Wealth Management
Florida
$9K – – –
MAM
188
Meeder Asset Management
Ohio
$8K -$232K -12,390 -97%
VRM
189
Vectors Research Management
New York
$8K – – –
AWG
190
Altus Wealth Group
Colorado
$7K +$7K +375 New
NFG
191
Next Financial Group
Texas
$5K – – –
SPIA
192
Steward Partners Investment Advisory
New York
$5K – – –
FPS
193
Fieldpoint Private Securities
Connecticut
$5K +$5K +285 New
TFO
194
Tarbox Family Office
California
$3K – – –
GRP
195
Global Retirement Partners
California
$3K – – –
PFBT
196
Parkside Financial Bank & Trust
Missouri
$3K +$1.71K +102 +132%
TWA
197
TCI Wealth Advisors
Arizona
$2K -$430 -29 -18%
AIG
198
American International Group
New York
$1.16K -$41 -2,324 -3%
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$1K -$111 -7 -10%
BWA
200
BDO Wealth Advisors
Florida
$1K – – –
6 7
8
9 10