PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$12.1M
2
Victory Capital Management
Victory Capital Management
Texas
+$5.16M
3
Barclays
Barclays
United Kingdom
+$3.82M
4
Boston Partners
Boston Partners
Massachusetts
+$2.74M
5
UBS AM
UBS AM
Illinois
+$2.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$8.95M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.99M
3
IC
IEQ Capital
California
-$6.57M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.51M
5
Citigroup
Citigroup
New York
-$3.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
CoreCap Advisors
Michigan
$1.96K +$52 +4 +3%
PS
177
Principal Securities
Iowa
$1.85K -$29K -2,256 -94%
HNW
178
High Note Wealth
Minnesota
$1.79K +$1.79K +139 New
UB
179
UMB Bank
Missouri
$1.78K -$1.96K -152 -52%
BIA
180
Bell Investment Advisors
California
$1.69K – – –
TPWA
181
Twin Peaks Wealth Advisors
California
$1.36K +$1.36K +113 New
C
182
Covestor
United Kingdom
$1K -$817 -49 -45%
Bessemer Group
183
Bessemer Group
New Jersey
$1K – – –
CAL
184
Capital Advisors Ltd
Ohio
$1K +$157 +17 +19%
RIL
185
Rothschild Investment LLC
Illinois
$965 -$901 -70 -48%
WTC
186
WhitTier Trust Company
Nevada
$964 – – –
PWA
187
Physician Wealth Advisors
Utah
$849 +$849 +66 New
FMII
188
Farmers & Merchants Investments Inc
Nebraska
$784 – – –
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$643 +$643 +50 New
CPG
190
Cornerstone Planning Group
New Jersey
$640 +$640 +53 New
BGAI
191
Bruce G. Allen Investments
Colorado
$489 +$39 +3 +9%
WFA
192
West Financial Advisors
Iowa
$480 +$13 +1 +3%
BIG
193
Brooklyn Investment Group
New York
$425 -$4.87K -378 -92%
GRP
194
Global Retirement Partners
California
$300 +$300 +23 New
FFA
195
Farther Finance Advisors
California
$206 -$386 -30 -65%
EC
196
Elequin Capital
New York
$13 +$13 +1 New
TI
197
TrueMark Investments
Illinois
– -$3.11M -212,023 Closed
Arrowstreet Capital
198
Arrowstreet Capital
Massachusetts
– -$2.36M -160,832 Closed
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
– -$2.01M -137,102 Closed
JF
200
Jump Financial
Illinois
– -$1.38M -94,400 Closed
5 6 7
8
9