PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

197 hedge funds and large institutions have $766M invested in PennyMac Mortgage Investment in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 52 increasing their positions, 73 reducing their positions, and 29 closing their positions.

Holders
197
Holders Change
+11
Holders Change %
+5.91%
% of All Funds
3.18%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
43
Increased
52
Reduced
73
Closed
29
Calls
$13.1M
Puts
$47.5M
Net Calls
-$34.4M
Net Calls Change
-$26.9M

Top Buyers

1
CM
1
Caption Management
Oklahoma
$17.9M
2
VNIM
2
Vaughan Nelson Investment Management
Texas
$9.39M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$9.47M
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$58.1M
5
JAM
5
Jupiter Asset Management
United Kingdom
$9.46M

Top Sellers

1
Pacer Advisors
1
Pacer Advisors
Pennsylvania
$0
2
KPF
2
K2 Principal Fund
Ontario, Canada
$0
3
Millennium Management
3
Millennium Management
New York
$3.66M
4
Invesco
4
Invesco
Georgia
$12M
5
GLA
5
Great Lakes Advisors
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Atticus Wealth Management
Florida
$6.2K – – –
HCM
177
Hollencrest Capital Management
California
$6.2K +$6.2K +500 New
VCM
178
Versant Capital Management
Arizona
$5.97K -$706 -57 -11%
LFA
179
Level Financial Advisors
New York
$5K – – –
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$3.02K +$1.51K +122 +100%
GRP
181
Global Retirement Partners
California
$2.71K – – –
EI
182
Ellevest Inc
New York
$2.27K -$570 -46 -20%
LC
183
Lindbrook Capital
California
$2.17K +$2.17K +175 New
TWA
184
TCI Wealth Advisors
Arizona
$1.67K -$8.55K -690 -84%
BIA
185
Bell Investment Advisors
California
$1.62K -$1.35K -109 -45%
SWM
186
Spire Wealth Management
Virginia
$1K +$34 +4 +3%
WTC
187
WhitTier Trust Company
Nevada
$929 – – –
DWA
188
Delos Wealth Advisors
Texas
$922 +$25 +2 +3%
FMII
189
Farmers & Merchants Investments Inc
Nebraska
$756 – – –
MHR
190
Matthew Hamilton Rosenberg
$496 +$496 +40 New
CAS
191
Coppell Advisory Solutions
Texas
$235 +$235 +19 New
CASC
192
Coppell Advisory Solutions Corp
Texas
$235 +$235 +19 New
CS
193
Comerica Securities
Michigan
$217 +$217 +17 New
ECM
194
Everence Capital Management
Indiana
$179 -$118 -9,510 -40%
GWS
195
Glassman Wealth Services
Virginia
$149 – – –
FGAM
196
Financial Gravity Asset Management
Texas
$30 +$30 +12 New
Pacer Advisors
197
Pacer Advisors
Pennsylvania
– -$17.1M -1,453,426 Closed
KPF
198
K2 Principal Fund
Ontario, Canada
– -$15.7M -1,335,843 Closed
GLA
199
Great Lakes Advisors
Illinois
– -$6.25M -530,788 Closed
Balyasny Asset Management
200
Balyasny Asset Management
Illinois
– -$3.33M -282,256 Closed
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