PMT

PennyMac Mortgage Investment

203 hedge funds and large institutions have $871M invested in PennyMac Mortgage Investment in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 95 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+3
Holders Change %
+1.5%
% of All Funds
3.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
95
Closed
25
Calls
$5.13M
Puts
$19.2M
Net Calls
-$14.1M
Net Calls Change
-$6.12M
Name Holding Trade Value Shares
Change
Shares
Change %
RCM
176
Raleigh Capital Management
North Carolina
$9K
EWA
177
EverSource Wealth Advisors
Alabama
$9K +$7.18K +525 +395%
SWA
178
Sutton Wealth Advisors
Florida
$7.19K -$9.96K -720 -58%
VCM
179
Versant Capital Management
Arizona
$7K -$2.77K -196 -28%
SAM
180
Strategic Asset Management
Minnesota
$7K
AWM
181
Atticus Wealth Management
Florida
$7K
US Bancorp
182
US Bancorp
Minnesota
$6K
LFA
183
Level Financial Advisors
New York
$5K
BIA
184
Bell Investment Advisors
California
$4K +$4K +258 New
C
185
Covestor
United Kingdom
$3K -$784 -63 -21%
PCG
186
Private Capital Group
Connecticut
$3K
GRP
187
Global Retirement Partners
California
$3K
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$3K +$3K +222 New
EI
189
Ellevest Inc
New York
$2K -$7.77K -633 -80%
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$2K -$2.89K -176 -59%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$2K -$1.19K -79 -37%
SWM
192
Spire Wealth Management
Virginia
$2K +$72 +4 +4%
WTC
193
WhitTier Trust Company
Nevada
$1K -$589K -44,157 -100%
EC
194
Elequin Capital
New York
$1K -$320 -16 -24%
STCOSD
195
Sageworth Trust Company of South Dakota
South Dakota
$1K
DWA
196
Delos Wealth Advisors
Texas
$1K +$29 +2 +3%
MHR
197
Matthew Hamilton Rosenberg
$1K +$1K +40 New
MPWT
198
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +48 New
BRWM
199
B. Riley Wealth Management
Tennessee
$899 +$508 +36,715 +130%
IAIM
200
International Assets Investment Management
Florida
$286 -$15 -1,091 -5%