PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

200 hedge funds and large institutions have $878M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
2.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
61
Reduced
65
Closed
32
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$8.17M
5
IC
IEQ Capital
California
+$7.64M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.91M
2
BlackRock
BlackRock
New York
-$6M
3
WAM
Wolverine Asset Management
Illinois
-$3.16M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
176
Harbor Capital Advisors
Illinois
$5K -$20.2K -1,376 -80%
WT
177
Whittier Trust
California
$4.72K – – –
UB
178
UMB Bank
Missouri
$4.25K +$1.67K +114 +65%
AF
179
Atala Financial
California
$3.66K – – –
Jones Financial Companies
180
Jones Financial Companies
Missouri
$2.49K – – –
CA
181
CoreCap Advisors
Michigan
$2.17K +$73 +5 +3%
RIL
182
Rothschild Investment LLC
Illinois
$2.12K +$1.25K +85 +142%
HNB
183
Huntington National Bank
Ohio
$2.04K – – –
C
184
Covestor
United Kingdom
$2K -$3.32K -181 -62%
BIA
185
Bell Investment Advisors
California
$1.92K – – –
ZBNA
186
Zions Bancorporation, National Association
Utah
$1.89K +$1.89K +129 New
SIS
187
Sound Income Strategies
Florida
$1.73K – – –
SW
188
SVB Wealth
Massachusetts
$1.66K +$1.66K +113 New
AF
189
Allworth Financial
California
$1.39K -$36.3K -3,002 -96%
WTC
190
WhitTier Trust Company
Nevada
$1.1K – – –
CAL
191
Capital Advisors Ltd
Ohio
$1K +$692 +63 +225%
Bessemer Group
192
Bessemer Group
New Jersey
$1K +$1K +66 New
MPWT
193
MassMutual Private Wealth & Trust
Connecticut
$923 +$923 +63 New
FMII
194
Farmers & Merchants Investments Inc
Nebraska
$894 – – –
FFA
195
Farther Finance Advisors
California
$672 – – –
WFA
196
West Financial Advisors
Iowa
$530 -$1.46K -99 -73%
BGAI
197
Bruce G. Allen Investments
Colorado
$513 +$513 +35 New
SC
198
Stephens Consulting
Michigan
$367 +$367 +25 New
AAP
199
Arax Advisory Partners
Colorado
$337 +$337 +23 New
TWD
200
True Wealth Design
Ohio
$206 +$206 +14 New
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8
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