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PMT

PennyMac Mortgage Investment

159 hedge funds and large institutions have $924M invested in PennyMac Mortgage Investment in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 52 increasing their positions, 50 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.6% more ownership

Funds ownership: 68.46%71.06% (+2.6%)

4% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 50

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

2% less funds holding

Funds holding: 163159 (-4)

15% less capital invested

Capital invested by funds: $1.09B → $924M (-$163M)

27% less call options, than puts

Call options by funds: $1.93M | Put options by funds: $2.64M

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
4.26%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
22
Increased
52
Reduced
50
Closed
24
Calls
$1.93M
Puts
$2.64M
Net Calls
-$710K
Net Calls Change
-$415K

PMT Hedge Fund Activity: Q2 2015 in Review

159 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q2 2015, worth a combined $924M — down 15% from $1.09B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PMT and 22 opened new positions — a net loss of 2 holders — while 50 trimmed existing stakes and 52 added.

The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $31.5M. The largest seller was EJF Capital, cutting an estimated $40.8M.

  • 159 institutional investors held PennyMac Mortgage Investment (PMT) as of Q2 2015, down from 163 in Q1 2015.
  • Funds reported $924M of PennyMac Mortgage Investment stock for Q2 2015, down 15% quarter-over-quarter.
  • 22 funds opened new PennyMac Mortgage Investment positions in Q2 2015 and 24 closed out, a net change of -2 holders.
  • The largest PennyMac Mortgage Investment buyer in Q2 2015 was Thornburg Investment Management, an estimated $31.5M added.
  • The largest PennyMac Mortgage Investment seller in Q2 2015 was EJF Capital, an estimated $40.8M sold.

Based on aggregated 13F filings for Q2 2015.