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.

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
1
Millennium Management
New York
$12.1M
2
Victory Capital Management
2
Victory Capital Management
Texas
$5.36M
3
Barclays
3
Barclays
United Kingdom
$6.61M
4
Boston Partners
4
Boston Partners
Massachusetts
$15.9M
5
UBS AM
5
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
1
BlackRock
New York
$180M
2
First Trust Advisors
2
First Trust Advisors
Illinois
$2.59M
3
IC
3
IEQ Capital
California
$143K
4
Citadel Advisors
4
Citadel Advisors
Florida
$7.73M
5
Citigroup
5
Citigroup
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
201
Simplify Asset Management
Nevada
– -$1.26M -86,100 Closed
VRS
202
Virginia Retirement Systems
Virginia
– -$1.25M -85,000 Closed
SSA
203
Schonfeld Strategic Advisors
New York
– -$797K -54,370 Closed
OSAM
204
O'Shaughnessy Asset Management
Connecticut
– -$758K -51,764 Closed
VI
205
Vestcor Inc
New Brunswick, Canada
– -$702K -47,900 Closed
CF
206
Corebridge Financial
Texas
– -$665K -45,377 Closed
Two Sigma Advisers
207
Two Sigma Advisers
New York
– -$529K -36,137 Closed
Handelsbanken Fonder
208
Handelsbanken Fonder
Sweden
– -$481K -32,811 Closed
ET
209
Entropy Technologies
New York
– -$259K -17,702 Closed
HSBC Holdings
210
HSBC Holdings
United Kingdom
– -$148K -10,046 Closed
MMCM
211
Murphy & Mullick Capital Management
New York
– -$133K -9,100 Closed
CCM
212
Coldstream Capital Management
Washington
– -$40.3K -2,749 Closed
ACM
213
Aster Capital Management
United Arab Emirates
– -$10K -683 Closed
A
214
AlphaQuest
New York
– -$9.77K -667 Closed
HFS
215
Hantz Financial Services
Michigan
– -$6K -411 Closed
AF
216
Atala Financial
California
– -$3.66K -250 Closed
Jones Financial Companies
217
Jones Financial Companies
Missouri
– -$2.49K -170 Closed
ZBNA
218
Zions Bancorporation, National Association
Utah
– -$1.89K -129 Closed
SIS
219
Sound Income Strategies
Florida
– -$1.73K -118 Closed
SW
220
SVB Wealth
Massachusetts
– -$1.66K -113 Closed
SC
221
Stephens Consulting
Michigan
– -$367 -25 Closed
AAP
222
Arax Advisory Partners
Colorado
– -$337 -23 Closed
TWD
223
True Wealth Design
Ohio
– -$206 -14 Closed
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