PMT

PennyMac Mortgage Investment
PMT

Overview Fund Activity

196 hedge funds and large institutions have $748M invested in PennyMac Mortgage Investment in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 61 increasing their positions, 76 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
2.63%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
61
Reduced
76
Closed
27
Calls
$14.5M
Puts
$46.8M
Net Calls
-$32.3M
Net Calls Change
-$14M

Top Buyers

1
Millennium Management
Millennium Management
New York
$12.1M
2
Victory Capital Management
Victory Capital Management
Texas
$5.36M
3
Barclays
Barclays
United Kingdom
$6.61M
4
Boston Partners
Boston Partners
Massachusetts
$15.9M
5
UBS AM
UBS AM
Illinois
$3.43M

Top Sellers

1
BlackRock
BlackRock
New York
$180M
2
First Trust Advisors
First Trust Advisors
Illinois
$2.59M
3
IC
IEQ Capital
California
$143K
4
Citadel Advisors
Citadel Advisors
Florida
$7.73M
5
Citigroup
Citigroup
New York
$1.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$180M -$8.95M -695,952 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M +$509K +39,567 +0.4%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$75.7M -$100K -7,794 -0.1%
State Street
4
State Street
Massachusetts
$44.4M +$1.51M +117,511 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$27M +$369K +28,689 +1%
Invesco
6
Invesco
Georgia
$26.1M -$750K -58,340 -3%
Charles Schwab
7
Charles Schwab
California
$19.1M -$473K -36,814 -2%
Mirae Asset Global ETFs Holdings
8
Mirae Asset Global ETFs Holdings
Hong Kong
$18M +$867K +67,404 +5%
Boston Partners
9
Boston Partners
Massachusetts
$15.9M +$2.74M +216,056 +21%
Morgan Stanley
10
Morgan Stanley
New York
$15.4M -$476K -37,026 -3%
Northern Trust
11
Northern Trust
Illinois
$13.8M -$494K -38,391 -3%
Millennium Management
12
Millennium Management
New York
$12.1M +$12.1M +944,661 New
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.12M +$363K +28,206 +4%
VanEck Associates
14
VanEck Associates
New York
$7.85M +$21.9K +1,703 +0.3%
Citadel Advisors
15
Citadel Advisors
Florida
$7.73M -$4.51M -350,641 -37%
Marshall Wace
16
Marshall Wace
United Kingdom
$7.53M -$1.31M -102,235 -15%
Allianz Asset Management
17
Allianz Asset Management
Germany
$7.17M +$1.24K +96 +0%
Barclays
18
Barclays
United Kingdom
$6.61M +$3.82M +296,676 +137%
DIA
19
Dana Investment Advisors
Wisconsin
$6.13M -$94.8K -7,373 -2%
JPMorgan Chase & Co
20
JPMorgan Chase & Co
New York
$5.68M +$249K +19,389 +5%
Principal Financial Group
21
Principal Financial Group
Iowa
$5.55M -$1.52M -117,894 -21%
Victory Capital Management
22
Victory Capital Management
Texas
$5.36M +$5.16M +400,901 +2,521%
Public Sector Pension Investment Board (PSP Investments)
23
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.81M +$273K +21,232 +8%
UBS AM
24
UBS AM
Illinois
$3.43M +$2.45M +190,336 +250%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$3.35M +$95.8K +7,446 +3%
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