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PMT

PennyMac Mortgage Investment

203 hedge funds and large institutions have $884M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $724M → $884M (+$160M)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.43% more ownership

Funds ownership: 66.1%69.53% (+3.4%)

1% more funds holding

Funds holding: 201203 (+2)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

42% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $43.4M

Holders
203
Holders Change
+2
Holders Change %
+1%
% 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
63
Reduced
66
Closed
31
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Stephens Consulting
Michigan
$367 +$342 +25 New
AAP
202
Arax Advisory Partners
Colorado
$337 +$315 +23 New
TWD
203
True Wealth Design
Ohio
$206 +$192 +14 New
WAM
204
Wolverine Asset Management
Illinois
-$3.44M -251,127 Closed
Millennium Management
205
Millennium Management
New York
-$1.94M -153,974 Closed
CF
206
Centaurus Financial
California
-$1.11M -88,538 Closed
ETC
207
Exchange Traded Concepts
Oklahoma
-$932K -73,992 Closed
Lazard Asset Management
208
Lazard Asset Management
New York
-$771K -61,314 Closed
CCIA
209
Campbell & Co Investment Adviser
Maryland
-$613K -48,697 Closed
Nomura Holdings
210
Nomura Holdings
Japan
-$578K -45,880 Closed
Mackenzie Financial
211
Mackenzie Financial
Ontario, Canada
-$507K -40,267 Closed
VF
212
Virtu Financial
New York
-$419K -33,241 Closed
GC
213
Guggenheim Capital
Illinois
-$329K -26,115 Closed
D.E. Shaw & Co
214
D.E. Shaw & Co
New York
-$273K -21,686 Closed
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
-$265K -21,059 Closed
PCM
216
Polymer Capital Management
New York
-$230K -18,287 Closed
RFN
217
RDA Financial Network
Iowa
-$210K -16,679 Closed
HighTower Advisors
218
HighTower Advisors
Illinois
-$201K -15,962 Closed
Envestnet Asset Management
219
Envestnet Asset Management
Illinois
-$200K -15,874 Closed
NRD
220
Nebula Research & Development
New York
-$196K -15,577 Closed
AIM
221
Aigen Investment Management
New York
-$143K -11,388 Closed
CT
222
ClearAlpha Technologies
Connecticut
-$137K -10,866 Closed
SG Americas Securities
223
SG Americas Securities
New York
-$104K -8,241 Closed
SSB
224
Sandy Spring Bank
Maryland
-$49.2K -3,907 Closed
NAAA
225
New Age Alpha Advisors
New York
-$35.7K -2,839 Closed

PMT Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2025, worth a combined $884M — up 22% from $724M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PMT positions and 31 closed out — a net gain of 4 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $7.39M.

  • 203 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $884M of PennyMac Mortgage Investment stock for Q1 2025, up 22% quarter-over-quarter.
  • 35 funds opened new PennyMac Mortgage Investment positions in Q1 2025 and 31 closed out, a net change of +4 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2025 was Boston Partners, an estimated $14.2M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2025 was Goldman Sachs, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2025.