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PMT

PennyMac Mortgage Investment

195 hedge funds and large institutions have $803M invested in PennyMac Mortgage Investment in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 75 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $782M → $803M (+$20.8M)

0.2% less ownership

Funds ownership: 65.47%65.27% (-0.2%)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 197195 (-2)

16% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 75

33% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $21.8M

Holders
195
Holders Change
-2
Holders Change %
-1.02%
% of All Funds
2.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
63
Reduced
75
Closed
24
Calls
$14.5M
Puts
$21.8M
Net Calls
-$7.22M
Net Calls Change
+$1.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M +$2.6M +186,567 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$139M +$815K +58,505 +0.6%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$83.7M -$1.73M -124,206 -2%
State Street
4
State Street
Massachusetts
$48.3M -$193K -13,843 -0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$28.8M +$439K +31,479 +2%
Morgan Stanley
6
Morgan Stanley
New York
$21.2M +$2.52M +181,139 +14%
Charles Schwab
7
Charles Schwab
California
$20.8M +$256K +18,368 +1%
JP Morgan Chase
8
JP Morgan Chase
New York
$17.4M +$253K +18,122 +2%
Northern Trust
9
Northern Trust
Illinois
$12.7M +$204K +14,668 +2%
Invesco
10
Invesco
Georgia
$11.6M +$11.4K +821 +0.1%
First Trust Advisors
11
First Trust Advisors
Illinois
$10.4M +$2.82M +202,023 +38%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$10.2M -$1.04M -74,432 -9%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$10.1M +$601K +43,131 +6%
Goldman Sachs
14
Goldman Sachs
New York
$9.26M -$13.2M -949,881 -59%
Allianz Asset Management
15
Allianz Asset Management
Germany
$7.97M -$166K -11,922 -2%
VanEck Associates
16
VanEck Associates
New York
$7.93M -$500K -35,844 -6%
Norges Bank
17
Norges Bank
Norway
$7.88M -$415K -29,784 -5%
Principal Financial Group
18
Principal Financial Group
Iowa
$7.22M +$1.09M +77,955 +18%
DIA
19
Dana Investment Advisors
Wisconsin
$6.74M +$623K +44,681 +10%
WAM
20
Wolverine Asset Management
Illinois
$6.58M +$3.31M +237,210 +106%
KPF
21
K2 Principal Fund
Ontario, Canada
$5.84M +$5.71M +409,610 New
Citigroup
22
Citigroup
New York
$5.81M +$1.72M +123,079 +43%
Balyasny Asset Management
23
Balyasny Asset Management
Illinois
$3.95M +$3.86M +276,855 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$3.76M -$167K -12,003 -4%
Ameriprise
25
Ameriprise
Minnesota
$3.74M -$439K -31,463 -11%

PMT Hedge Fund Activity: Q3 2024 in Review

195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q3 2024, worth a combined $803M — up 2.7% from $782M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of PMT and 22 opened new positions — a net loss of 2 holders — while 75 trimmed existing stakes and 63 added.

The largest buyer was K2 Principal Fund, opening a new position worth an estimated $5.71M. The largest seller was Goldman Sachs, cutting an estimated $13.2M.

  • 195 institutional investors held PennyMac Mortgage Investment (PMT) as of Q3 2024, down from 197 in Q2 2024.
  • Funds reported $803M of PennyMac Mortgage Investment stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 22 funds opened new PennyMac Mortgage Investment positions in Q3 2024 and 24 closed out, a net change of -2 holders.
  • The largest PennyMac Mortgage Investment buyer in Q3 2024 was K2 Principal Fund, an estimated $5.71M added.
  • The largest PennyMac Mortgage Investment seller in Q3 2024 was Goldman Sachs, an estimated $13.2M sold.

Based on aggregated 13F filings for Q3 2024.