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PMT

PennyMac Mortgage Investment

203 hedge funds and large institutions have $884M invested in PennyMac Mortgage Investment in 2025 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 63 increasing their positions, 66 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $724M → $884M (+$160M)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

3.43% more ownership

Funds ownership: 66.1%69.53% (+3.4%)

1% more funds holding

Funds holding: 201203 (+2)

5% less repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 66

42% less call options, than puts

Call options by funds: $25.2M | Put options by funds: $43.4M

Holders
203
Holders Change
+2
Holders Change %
+1%
% 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
63
Reduced
66
Closed
31
Calls
$25.2M
Puts
$43.4M
Net Calls
-$18.2M
Net Calls Change
-$1.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$215M -$5.61M -409,319 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$141M +$415K +30,334 +0.3%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$86.4M +$282K +20,578 +0.4%
State Street
4
State Street
Massachusetts
$48.9M -$1.45M -106,038 -3%
Invesco
5
Invesco
Georgia
$30.5M -$1.23M -89,779 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$30.3M +$733K +53,530 +3%
Charles Schwab
7
Charles Schwab
California
$22.4M +$72.5K +5,295 +0.3%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$19.6M +$7.63M +557,389 +72%
Morgan Stanley
9
Morgan Stanley
New York
$18.1M -$1.65M -120,185 -9%
Northern Trust
10
Northern Trust
Illinois
$16.3M -$446K -32,536 -3%
Boston Partners
11
Boston Partners
Massachusetts
$14.8M +$14.2M +1,033,702 New
Citadel Advisors
12
Citadel Advisors
Florida
$13.9M +$13M +951,698 New
First Trust Advisors
13
First Trust Advisors
Illinois
$10.9M -$374K -27,273 -4%
Marshall Wace
14
Marshall Wace
United Kingdom
$10.1M +$9.42M +687,681 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$9.98M -$360K -26,296 -4%
VanEck Associates
16
VanEck Associates
New York
$8.92M -$478K -34,879 -5%
Allianz Asset Management
17
Allianz Asset Management
Germany
$8.16M -$20.2K -1,475 -0.3%
Principal Financial Group
18
Principal Financial Group
Iowa
$8.05M +$184K +13,441 +3%
IC
19
IEQ Capital
California
$7.64M +$7.15M +521,749 New
DIA
20
Dana Investment Advisors
Wisconsin
$7.09M -$171K -12,478 -3%
Citigroup
21
Citigroup
New York
$6.32M -$662K -48,328 -10%
JP Morgan Chase
22
JP Morgan Chase
New York
$6.18M -$1.02M -74,433 -15%
UBS Group
23
UBS Group
Switzerland
$5.88M +$169K +12,309 +3%
Norges Bank
24
Norges Bank
Norway
$5.17M -$836K -61,070 -15%
Goldman Sachs
25
Goldman Sachs
New York
$4.59M -$7.39M -539,795 -63%

PMT Hedge Fund Activity: Q1 2025 in Review

203 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2025, worth a combined $884M — up 22% from $724M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new PMT positions and 31 closed out — a net gain of 4 holders — while 63 added to existing stakes and 66 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $14.2M. The largest seller was Goldman Sachs, cutting an estimated $7.39M.

  • 203 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2025, up from 201 in Q4 2024.
  • Funds reported $884M of PennyMac Mortgage Investment stock for Q1 2025, up 22% quarter-over-quarter.
  • 35 funds opened new PennyMac Mortgage Investment positions in Q1 2025 and 31 closed out, a net change of +4 holders.
  • The largest PennyMac Mortgage Investment buyer in Q1 2025 was Boston Partners, an estimated $14.2M added.
  • The largest PennyMac Mortgage Investment seller in Q1 2025 was Goldman Sachs, an estimated $7.39M sold.

Based on aggregated 13F filings for Q1 2025.