PMT

PennyMac Mortgage Investment

194 hedge funds and large institutions have $1.36B invested in PennyMac Mortgage Investment in 2021 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 68 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-8
Holders Change %
-3.96%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
18
Increased
68
Reduced
69
Closed
25
Calls
$26.2M
Puts
$14.1M
Net Calls
+$12.1M
Net Calls Change
+$17.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TWA
176
TCI Wealth Advisors
Arizona
$6K +$1.17K +62 +24%
FPS
177
Fieldpoint Private Securities
Connecticut
$6K +$1.92K +99 +47%
RCA
178
Ranch Capital Advisors
Florida
$5K
PCG
179
Private Capital Group
Connecticut
$4K -$224 -11 -5%
TFO
180
Tarbox Family Office
California
$4K
GRP
181
Global Retirement Partners
California
$4K
PI
182
PEAK6 Investments
Illinois
$4K +$4K +182 New
BIA
183
Bell Investment Advisors
California
$4K +$4K +211 New
WQ
184
Wealth Quarterback
New Jersey
$3K +$73 +3 +3%
SWM
185
Spire Wealth Management
Virginia
$2K +$39 +2 +2%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$2K +$2K +107 New
SAM
187
Strategic Asset Management
Minnesota
$2K +$2K +120 New
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$1.14K -$218 -11,075 -16%
Fidelity Investments
189
Fidelity Investments
Massachusetts
$1K +$41 +2 +4%
DWA
190
Delos Wealth Advisors
Texas
$1K +$31 +2 +3%
TPCW
191
TD Private Client Wealth
New York
$650
HF
192
HRT Financial
New York
-$4.83M -229,483 Closed
KCM
193
Kennedy Capital Management
Missouri
-$4.76M -225,869 Closed
DA
194
Denali Advisors
California
-$1.98M -94,200 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
195
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.61M -76,300 Closed
GCP
196
GSA Capital Partners
United Kingdom
-$1.19M -56,505 Closed
LGA
197
Lebenthal Global Advisors
New York
-$789K -37,487 Closed
JPMPWA
198
J.P. Morgan Private Wealth Advisors
California
-$446K -21,172 Closed
D.E. Shaw & Co
199
D.E. Shaw & Co
New York
-$444K -21,067 Closed
P
200
&Partners
Tennessee
-$441K -20,925 Closed