PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

200 hedge funds and large institutions have $878M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 61 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-1
Holders Change %
-0.5%
% 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
61
Reduced
65
Closed
32
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$14.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$13.9M
3
Marshall Wace
Marshall Wace
United Kingdom
+$10.1M
4
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings
Hong Kong
+$8.17M
5
IC
IEQ Capital
California
+$7.64M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$7.91M
2
BlackRock
BlackRock
New York
-$6M
3
WAM
Wolverine Asset Management
Illinois
-$3.16M
4
Millennium Management
Millennium Management
New York
-$1.94M
5
Morgan Stanley
Morgan Stanley
New York
-$1.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$215M -$6M -409,319 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M +$444K +30,334 +0.3%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$86.4M +$301K +20,578 +0.4%
State Street
4
State Street
Massachusetts
$48.9M -$1.55M -106,038 -3%
Invesco
5
Invesco
Georgia
$30.5M -$1.32M -89,779 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$30.3M +$784K +53,530 +3%
Charles Schwab
7
Charles Schwab
California
$22.4M +$77.6K +5,295 +0.3%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$19.6M +$8.17M +557,389 +72%
Morgan Stanley
9
Morgan Stanley
New York
$18.1M -$1.76M -120,185 -9%
Northern Trust
10
Northern Trust
Illinois
$16.3M -$477K -32,536 -3%
Boston Partners
11
Boston Partners
Massachusetts
$14.8M +$14.8M +1,033,702 New
Citadel Advisors
12
Citadel Advisors
Florida
$13.9M +$13.9M +951,698 New
First Trust Advisors
13
First Trust Advisors
Illinois
$10.9M -$400K -27,273 -4%
Marshall Wace
14
Marshall Wace
United Kingdom
$10.1M +$10.1M +687,681 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.98M -$385K -26,296 -4%
VanEck Associates
16
VanEck Associates
New York
$8.92M -$511K -34,879 -5%
Allianz Asset Management
17
Allianz Asset Management
Germany
$8.16M -$21.6K -1,475 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$8.05M +$197K +13,441 +3%
IC
19
IEQ Capital
California
$7.64M +$7.64M +521,749 New
DIA
20
Dana Investment Advisors
Wisconsin
$7.09M -$183K -12,478 -3%
Citigroup
21
Citigroup
New York
$6.32M -$708K -48,328 -10%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$6.18M -$1.09M -74,433 -15%
UBS Group
23
UBS Group
Switzerland
$5.88M +$180K +12,309 +3%
Goldman Sachs
24
Goldman Sachs
New York
$4.59M -$7.91M -539,795 -63%
Jane Street
25
Jane Street
New York
$4.17M +$4.17M +284,353 New
1
2 3 4 5