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PMT

PennyMac Mortgage Investment

210 hedge funds and large institutions have $707M invested in PennyMac Mortgage Investment in 2026 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 76 increasing their positions, 63 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 63

5.5% more ownership

Funds ownership: 66.44%71.94% (+5.5%)

5% more capital invested

Capital invested by funds: $674M → $707M (+$33M)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

3% less funds holding

Funds holding: 217210 (-7)

61% less call options, than puts

Call options by funds: $9.43M | Put options by funds: $24.1M

Holders
210
Holders Change
-7
Holders Change %
-3.23%
% of All Funds
2.54%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
76
Reduced
63
Closed
33
Calls
$9.43M
Puts
$24.1M
Net Calls
-$14.7M
Net Calls Change
+$8.59M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$417 +$408 +37 New
SEP
202
Signature Equity Partners
Ohio
$384
GRP
203
Global Retirement Partners
California
$248 +$242 +22 New
GWM
204
Gilpin Wealth Management
Colorado
$226 +$220 +20 New
AW
205
Ankerstar Wealth
Texas
$158 +$154 +14 New
IA
206
IFP Advisors
Florida
$102 -$364 -33 -79%
EC
207
Elequin Capital
New York
$79 -$727 -66 -90%
DCM
208
Davis Capital Management
Florida
$56 +$55 +5 New
HFS
209
Hughes Financial Services
Virginia
$11 -$11 -1 -50%
FGP
210
Freestone Grove Partners
California
$11 +$11 +1 New
Two Sigma Investments
211
Two Sigma Investments
New York
-$2.09M -179,550 Closed
Qube Research & Technologies (QRT)
212
Qube Research & Technologies (QRT)
United Kingdom
-$1.71M -147,033 Closed
Mitsubishi UFJ Trust & Banking
213
Mitsubishi UFJ Trust & Banking
Japan
-$807K -69,180 Closed
LCM
214
LDR Capital Management
New York
-$775K -66,483 Closed
SIG
215
Spinnaker Investment Group
California
-$555K -47,628 Closed
CCIA
216
Campbell & Co Investment Adviser
Maryland
-$534K -45,814 Closed
WG
217
Winton Group
United Kingdom
-$522K -44,789 Closed
QT
218
Quantbot Technologies
New York
-$406K -34,807 Closed
Tudor Investment Corp
219
Tudor Investment Corp
Connecticut
-$404K -34,682 Closed
HSBC Holdings
220
HSBC Holdings
United Kingdom
-$278K -24,103 Closed
TI
221
Tidal Investments
Wisconsin
-$224K -19,188 Closed
Teacher Retirement System of Texas
222
Teacher Retirement System of Texas
Texas
-$195K -16,683 Closed
CG
223
Caprock Group
Idaho
-$182K -15,647 Closed
DTL
224
Dynamic Technology Lab
Singapore
-$180K -15,443 Closed
BHCM
225
Brevan Howard Capital Management
Jersey
-$174K -14,930 Closed

PMT Hedge Fund Activity: Q2 2026 in Review

210 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2026, worth a combined $707M — up 4.9% from $674M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of PMT and 32 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $10.3M. The largest seller was Royal Bank of Canada, cutting an estimated $6.65M.

  • 210 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2026, down from 217 in Q1 2026.
  • Funds reported $707M of PennyMac Mortgage Investment stock for Q2 2026, up 4.9% quarter-over-quarter.
  • 32 funds opened new PennyMac Mortgage Investment positions in Q2 2026 and 33 closed out, a net change of -1 holder.
  • The largest PennyMac Mortgage Investment buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $10.3M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2026 was Royal Bank of Canada, an estimated $6.65M sold.

Based on aggregated 13F filings for Q2 2026.