PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

193 hedge funds and large institutions have $891M invested in PennyMac Mortgage Investment in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 70 increasing their positions, 64 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+11
Holders Change %
+6.04%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
70
Reduced
64
Closed
23
Calls
$5.94M
Puts
$18.7M
Net Calls
-$12.7M
Net Calls Change
-$8.14M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$39.5M
2
First Trust Advisors
First Trust Advisors
Illinois
$9.2M
3
BlackRock
BlackRock
New York
$228M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$6.51M
5
Barclays
Barclays
United Kingdom
$3.42M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.7M
2
Invesco
Invesco
Georgia
$10.3M
3
WAM
Wolverine Asset Management
Illinois
$0
4
Goldman Sachs
Goldman Sachs
New York
$26.8M
5
Citadel Advisors
Citadel Advisors
Florida
$105K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCWA
176
Turtle Creek Wealth Advisors
Texas
$2.78K +$2.78K +186 New
HNB
177
Huntington National Bank
Ohio
$2.08K +$329 +22 +19%
SWM
178
Spire Wealth Management
Virginia
$1.98K +$73 +5 +4%
BIA
179
Bell Investment Advisors
California
$1.96K – – –
DWA
180
Delos Wealth Advisors
Texas
$1.59K +$60 +4 +4%
LC
181
Lindbrook Capital
California
$1.45K +$1.45K +97 New
PS
182
Principal Securities
Iowa
$1.36K +$1.36K +91 New
WTC
183
WhitTier Trust Company
Nevada
$1.12K – – –
FMII
184
Farmers & Merchants Investments Inc
Nebraska
$912 – – –
GI
185
Gradient Investments
Minnesota
$613 – – –
MHR
186
Matthew Hamilton Rosenberg
$598 – – –
FFA
187
Farther Finance Advisors
California
$389 +$389 +26 New
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$299 +$299 +20 New
GRP
189
Global Retirement Partners
California
$283 +$14 +1 +5%
EC
190
Elequin Capital
New York
$194 +$164 +11 +550%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$180 +$180 +12 New
GWS
192
Glassman Wealth Services
Virginia
$179 – – –
CAS
193
Coppell Advisory Solutions
Texas
$164 -$134 -9 -45%
WAM
194
Wolverine Asset Management
Illinois
– -$7.23M -583,107 Closed
Jacobs Levy Equity Management
195
Jacobs Levy Equity Management
New Jersey
– -$1.02M -82,512 Closed
DFCM
196
Dark Forest Capital Management
Puerto Rico
– -$545K -43,941 Closed
DA
197
Duality Advisers
Florida
– -$474K -38,217 Closed
HF
198
HRT Financial
New York
– -$456K -36,793 Closed
Marshall Wace
199
Marshall Wace
United Kingdom
– -$455K -36,713 Closed
CC
200
Centiva Capital
New York
– -$227K -18,275 Closed
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8
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