PennyMac Mortgage Investment
PMT
217 hedge funds and large institutions have $674M invested in PennyMac Mortgage Investment in 2026 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 77 reducing their positions, and 30 closing their positions.
10% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 30
0.88% more ownership
Funds ownership: 65.56% → 66.44% (+0.88%)
0% less funds holding
Funds holding: 218 → 217 (-1)
5% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 77
6% less capital invested
Capital invested by funds: $717M → $674M (-$43.4M)
86% less call options, than puts
Call options by funds: $3.83M | Put options by funds: $27.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$7.41M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.75M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
+$4.14M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$4.01M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
-$6.39M |
| 2 |
Barclays
London,
United Kingdom
|
-$5.5M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$4.99M |
| 4 |
SG Americas Securities
New York
|
-$4.78M |
| 5 |
BlackRock
New York
|
-$3.55M |
PMT Hedge Fund Activity: Q1 2026 in Review
217 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in PennyMac Mortgage Investment (PMT) for Q1 2026, worth a combined $674M — down 6.1% from $717M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new PMT positions and 30 closed out — a net gain of 3 holders — while 73 added to existing stakes and 77 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $7.41M. The largest seller was Marshall Wace, exiting entirely with an estimated $6.39M sold.
- 217 institutional investors held PennyMac Mortgage Investment (PMT) as of Q1 2026, down from 218 in Q4 2025.
- Funds reported $674M of PennyMac Mortgage Investment stock for Q1 2026, down 6.1% quarter-over-quarter.
- 33 funds opened new PennyMac Mortgage Investment positions in Q1 2026 and 30 closed out, a net change of +3 holders.
- The largest PennyMac Mortgage Investment buyer in Q1 2026 was Royal Bank of Canada, an estimated $7.41M added.
- The largest PennyMac Mortgage Investment seller in Q1 2026 was Marshall Wace, an estimated $6.39M sold.
Based on aggregated 13F filings for Q1 2026.