We are live on ! Find out more
PMT

PennyMac Mortgage Investment

219 hedge funds and large institutions have $1.45B invested in PennyMac Mortgage Investment in 2019 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 48 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 48

68% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $875K

17% more capital invested

Capital invested by funds: $1.24B → $1.45B (+$214M)

16% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 32

2% more funds holding

Funds holding: 214219 (+5)

0.12% more ownership

Funds ownership: 74.37%74.49% (+0.12%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
219
Holders Change
+5
Holders Change %
+2.34%
% of All Funds
4.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
37
Increased
106
Reduced
48
Closed
32
Calls
$1.47M
Puts
$875K
Net Calls
+$598K
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$327M +$42.4M +1,923,922 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$191M +$28.2M +1,278,919 +17%
State Street
3
State Street
Massachusetts
$61.6M +$9.33M +423,293 +18%
UBS Group
4
UBS Group
Switzerland
$51.4M +$6.33M +287,135 +14%
Goldman Sachs
5
Goldman Sachs
New York
$47.6M +$979K +44,409 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$40.1M +$39.8M +1,804,867 New
TIM
7
Thornburg Investment Management
New Mexico
$37.5M -$7.74M -351,021 -17%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$35.1M +$3.49M +158,355 +11%
Invesco
9
Invesco
Georgia
$33.4M -$2.6M -117,932 -7%
Morgan Stanley
10
Morgan Stanley
New York
$30.5M +$10.4M +471,427 +52%
LSV Asset Management
11
LSV Asset Management
Illinois
$29M -$1.95M -88,600 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
12
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$27.8M +$16.7M +758,800 +155%
JP Morgan Chase
13
JP Morgan Chase
New York
$27.4M +$4.91M +222,813 +22%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$27M +$2.1M +95,159 +9%
Northern Trust
15
Northern Trust
Illinois
$26M +$6.55M +297,041 +34%
Norges Bank
16
Norges Bank
Norway
$24.6M +$4.16M +188,760 +21%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$24.1M +$3.08M +139,540 +15%
Charles Schwab
18
Charles Schwab
California
$17.3M +$1.72M +77,928 +11%
Principal Financial Group
19
Principal Financial Group
Iowa
$17.3M +$1.93M +87,746 +13%
Renaissance Technologies
20
Renaissance Technologies
New York
$16.7M +$8.67M +393,300 +111%
Marshall Wace
21
Marshall Wace
United Kingdom
$15.6M -$4.07M -184,575 -21%
Ameriprise
22
Ameriprise
Minnesota
$13.8M -$1.32M -59,986 -9%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$13.3M -$6.9M -312,723 -34%
Millennium Management
24
Millennium Management
New York
$13M -$735K -33,353 -5%
CCP
25
Clough Capital Partners
Massachusetts
$12.4M +$12.3M +558,600 New

PMT Hedge Fund Activity: Q3 2019 in Review

219 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q3 2019, worth a combined $1.45B — up 17% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new PMT positions and 32 closed out — a net gain of 5 holders — while 106 added to existing stakes and 48 trimmed.

The largest buyer was BlackRock, adding an estimated $42.4M. The largest seller was Thornburg Investment Management, cutting an estimated $7.74M.

  • 219 institutional investors held PennyMac Mortgage Investment (PMT) as of Q3 2019, up from 214 in Q2 2019.
  • Funds reported $1.45B of PennyMac Mortgage Investment stock for Q3 2019, up 17% quarter-over-quarter.
  • 37 funds opened new PennyMac Mortgage Investment positions in Q3 2019 and 32 closed out, a net change of +5 holders.
  • The largest PennyMac Mortgage Investment buyer in Q3 2019 was BlackRock, an estimated $42.4M added.
  • The largest PennyMac Mortgage Investment seller in Q3 2019 was Thornburg Investment Management, an estimated $7.74M sold.

Based on aggregated 13F filings for Q3 2019.