PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

202 hedge funds and large institutions have $1.44B invested in PennyMac Mortgage Investment in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 64 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
202
Holders Change
+7
Holders Change %
+3.59%
% of All Funds
3.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
73
Reduced
64
Closed
21
Calls
$17.6M
Puts
$23.4M
Net Calls
-$5.8M
Net Calls Change
+$4.74M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$96.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$27.6M
3
KPF
K2 Principal Fund
Ontario, Canada
$8.07M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.1M
5
Invesco
Invesco
Georgia
$13.2M

Top Sellers

1
American Century Companies
American Century Companies
Missouri
$0
2
BlackRock
BlackRock
New York
$379M
3
CS
Credit Suisse
Switzerland
$14.5M
4
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
5
Bank of New York Mellon
Bank of New York Mellon
New York
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$19K +$11.1K +525 +142%
MAM
177
Meeder Asset Management
Ohio
$17K -$177K -8,571 -91%
EI
178
Ellevest Inc
New York
$17K – – –
CG
179
Cutler Group
California
$14K +$14K +666 New
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$12K – – –
AWM
181
Atticus Wealth Management
Florida
$11K – – –
ST
182
Sageworth Trust
Pennsylvania
$11K +$11K +540 New
PAM
183
Panagora Asset Management
Massachusetts
$9K +$9K +422 New
SPIA
184
Steward Partners Investment Advisory
New York
$6K – – –
NFG
185
Next Financial Group
Texas
$6K +$106 +5 +2%
TWA
186
TCI Wealth Advisors
Arizona
$5K +$447 +23 +10%
RCA
187
Ranch Capital Advisors
Florida
$5K +$5K +250 New
GRP
188
Global Retirement Partners
California
$4K – – –
FPS
189
Fieldpoint Private Securities
Connecticut
$4K – – –
TFO
190
Tarbox Family Office
California
$4K – – –
PCG
191
Private Capital Group
Connecticut
$4K – – –
WQ
192
Wealth Quarterback
New Jersey
$3K +$3K +120 New
IA
193
IFP Advisors
Florida
$2K -$174 -10 -8%
SWM
194
Spire Wealth Management
Virginia
$2K +$2K +100 New
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$1.46K +$167 +7,910 +13%
AIG
196
American International Group
New York
$1.34K -$35 -1,677 -3%
Fidelity Investments
197
Fidelity Investments
Massachusetts
$1K +$894 +42 +840%
DWA
198
Delos Wealth Advisors
Texas
$1K +$1K +63 New
TPCW
199
TD Private Client Wealth
New York
$695 – – –
American Century Companies
200
American Century Companies
Missouri
– -$20M -1,022,593 Closed
5 6 7
8
9