PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

198 hedge funds and large institutions have $782M invested in PennyMac Mortgage Investment in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 78 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+7
Holders Change %
+3.66%
% of All Funds
2.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
34
Increased
78
Reduced
58
Closed
24
Calls
$5.72M
Puts
$14.9M
Net Calls
-$9.15M
Net Calls Change
-$4.68M

Top Buyers

1
AP
Advisors Preferred
Maryland
$3.97M
2
Citadel Advisors
Citadel Advisors
Florida
$3.16M
3
Two Sigma Investments
Two Sigma Investments
New York
$2.42M
4
WAM
Wolverine Asset Management
Illinois
$3.08M
5
Millennium Management
Millennium Management
New York
$3.2M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$0
3
BlackRock
BlackRock
New York
$205M
4
Jane Street
Jane Street
New York
$2.05M
5
First Trust Advisors
First Trust Advisors
Illinois
$7.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
176
Asset Dedication LLC
California
$4.63K +$137 +10 +3%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$3.3K +$3.03K +220 +1,100%
HGERS
178
Householder Group Estate & Retirement Specialist
Arizona
$3K +$3K +232 New
SAM
179
Smartleaf Asset Management
Massachusetts
$2.86K +$2.86K +209 New
WOSD
180
WFA of San Diego
California
$2.06K +$2.06K +150 New
HNB
181
Huntington National Bank
Ohio
$1.91K – – –
BIA
182
Bell Investment Advisors
California
$1.8K – – –
UB
183
UMB Bank
Missouri
$1.76K +$1.1K +80 +167%
FFA
184
Farther Finance Advisors
California
$1.65K +$1.02K +75 +163%
DWA
185
Delos Wealth Advisors
Texas
$1.55K +$55 +4 +4%
PS
186
Principal Securities
Iowa
$1.36K +$124 +9 +10%
RAM
187
Riggs Asset Management
Pennsylvania
$1.27K – – –
AF
188
Allworth Financial
California
$1.15K +$1.02K +70 +778%
WTC
189
WhitTier Trust Company
Nevada
$1.03K – – –
LC
190
Lindbrook Capital
California
$1.02K +$1.02K +74 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$839 – – –
RIL
192
Rothschild Investment LLC
Illinois
$825 +$688 +50 +500%
IC
193
Innealta Capital
Texas
$619 +$619 +45 New
CPG
194
Cornerstone Planning Group
New Jersey
$514 +$514 +39 New
GRP
195
Global Retirement Partners
California
$284 +$14 +1 +5%
ECM
196
Everence Capital Management
Indiana
$200 – – –
PFBT
197
Parkside Financial Bank & Trust
Missouri
$165 – – –
CAS
198
Coppell Advisory Solutions
Texas
$151 +$151 +11 New
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
– -$7.51M -643,252 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
– -$2.61M -178,000 Closed
5 6 7
8
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