PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

191 hedge funds and large institutions have $819M invested in PennyMac Mortgage Investment in 2024 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 64 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
191
Holders Change
-2
Holders Change %
-1.04%
% of All Funds
2.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
64
Reduced
66
Closed
27
Calls
$5.72M
Puts
$10.2M
Net Calls
-$4.47M
Net Calls Change
+$8.25M

Top Buyers

1
DIA
Dana Investment Advisors
Wisconsin
+$4.46M
2
Citigroup
Citigroup
New York
+$2.97M
3
Jane Street
Jane Street
New York
+$2.58M
4
Renaissance Technologies
Renaissance Technologies
New York
+$2.29M
5
OSAM
O'Shaughnessy Asset Management
Connecticut
+$1.45M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
-$23.5M
2
Morgan Stanley
Morgan Stanley
New York
-$20.5M
3
Natixis Advisors
Natixis Advisors
Massachusetts
-$3.88M
4
BlackRock
BlackRock
New York
-$2.85M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$2.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
RAM
176
Riggs Asset Management
Pennsylvania
$1.35K +$1.35K +92 New
PS
177
Principal Securities
Iowa
$1.32K -$15 -1 -1%
MG
178
Mather Group
Illinois
$1.32K +$1.32K +88 New
WTC
179
WhitTier Trust Company
Nevada
$1.1K – – –
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$895 – – –
UB
181
UMB Bank
Missouri
$705 +$705 +48 New
FFA
182
Farther Finance Advisors
California
$672 +$292 +20 +77%
MHR
183
Matthew Hamilton Rosenberg
$584 – – –
GRP
184
Global Retirement Partners
California
$295 – – –
Northwestern Mutual Wealth Management
185
Northwestern Mutual Wealth Management
Wisconsin
$294 – – –
TCM
186
Tradewinds Capital Management
Washington
$294 +$294 +20 New
ECM
187
Everence Capital Management
Indiana
$212 – – –
PFBT
188
Parkside Financial Bank & Trust
Missouri
$177 – – –
RIL
189
Rothschild Investment LLC
Illinois
$147 +$147 +10 New
AF
190
Allworth Financial
California
$133 +$133 +9 New
FIA
191
FNY Investment Advisers
New York
$88 +$88 +6,000 New
VNIM
192
Vaughan Nelson Investment Management
Texas
– -$23.5M -1,571,966 Closed
AP
193
Advisors Preferred
Maryland
– -$2.1M -140,333 Closed
OAC
194
OMERS Administration Corp
Ontario, Canada
– -$1.91M -127,500 Closed
CCIA
195
Campbell & Co Investment Adviser
Maryland
– -$916K -61,263 Closed
SWP
196
Significant Wealth Partners
Illinois
– -$896K -59,961 Closed
AIM
197
Aigen Investment Management
New York
– -$628K -42,021 Closed
JF
198
Jump Financial
Illinois
– -$569K -38,090 Closed
CT
199
ClearAlpha Technologies
Connecticut
– -$484K -32,342 Closed
Squarepoint
200
Squarepoint
New York
– -$362K -24,193 Closed
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