PennyMac Mortgage Investment Trust

PMT

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0001464423

SEC filings (opens in a new tab)

In the last 90 days, PennyMac Mortgage Investment Trust insiders filed 0 open-market purchases and 3 sales; 212 institutions reported holding it in 13F filings for Q2 2026, worth $708.7M in total; no superinvestor holds it.

Other share classesPMTU PMTV PMTW PMT.PA PMT.PB PMT.PC

Q2 2021 vs. Q1 2021

How the institutions holding PennyMac Mortgage Investment Trust changed between Q1 2021 and Q2 2021.

All holders in Q2 2021 All holders in Q1 2021

13F holders of PMT: Q1 2021 compared with Q2 2021
Measure	Q1 2021	Of which not filed for Q2 2021	Q2 2021	Change
Holders	196	2	202	+8
Shares	68.5M	1.27M	68.7M	+1.45M (+2.2%)
Value	$1.34B	$25.0M	$1.45B	+$128.2M (+9.7%)

2 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q2 2021 but not at the end of Q1 2021.

Institutions new to PMT in Q2 2021
Institution	Shares	Value	% of portfolio
Amundi	406,364	$8.56M	0.01%
K2 Principal Fund, L.P.	383,229	$8.07M	0.90%
First Trust Advisors LP	108,578	$2.29M	0.00%
Denali Advisors LLC	94,200	$1.98M	0.76%
Healthcare of Ontario Pension Plan Trust Fund	76,300	$1.61M	0.00%
UBS Oconnor LLC	63,700	$1.34M	0.01%
Gsa Capital Partners LLP	56,505	$1.19M	0.13%
Amalgamated Bank	49,330	$1.04M	0.01%
Millennium Management LLC	49,125	$1.03M	0.00%
AlphaCentric Advisors LLC	26,764	$564.0K	0.15%
First Republic Investment Management, Inc.	21,172	$446.0K	0.00%
Wiley Bros.-Aintree Capital, LLC	20,925	$441.0K	0.29%
South Dakota Investment Council	20,700	$436.0K	0.01%
Jefferies Group LLC	12,700	$267.5K	0.00%
Capula Management Ltd	12,384	$255.0K	0.05%
Mackenzie Financial Corp	11,058	$233.0K	0.00%
Paloma Partners Management Co	10,585	$223.0K	0.01%
Natixis Advisors, L.P.	10,510	$221.0K	0.00%
Camden Capital, LLC	9,920	$209.0K	0.05%
Caxton Associates LP	9,539	$201.0K	0.03%
Pinz Capital Management, LP	4,800	$101.0K	0.03%
SRS Capital Advisors, Inc.	2,000	$42.0K	0.01%
Advisory Services Network, LLC	1,175	$25.0K	0.00%
Cutler Group LP	666	$14.0K	0.00%
Sageworth Trust Co	540	$11.0K	0.00%
Panagora Asset Management Inc	422	$9.00K	0.00%
Pacitti Group Inc.	250	$5.00K	0.00%
Wealth Quarterback LLC	120	$3.00K	0.00%
Spire Wealth Management	100	$2.00K	0.00%
Delos Wealth Advisors, LLC	63	$1.00K	0.00%

Sold out (22)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2021 and filed for Q2 2021 without it.

Institutions that sold out of PMT in Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
American Century Companies Inc	1,022,593	$20.0M
California Public Employees Retirement System	196,498	$3.85M
Two Sigma Advisers, LP	65,837	$1.29M
Cubist Systematic Strategies, LLC	64,834	$1.27M
Los Angeles Capital Management LLC	61,749	$1.21M
Mackay Shields LLC	60,600	$1.19M
Duality Advisers, LP	55,863	$1.09M
SEI Investments Co	46,548	$912.0K
Jane Street Group, LLC	42,534	$834.0K
Tudor Investment Corp Et Al	13,720	$269.0K
Infrastructure Capital Advisors, LLC	13,001	$255.0K
Strategic Wealth Advisors Group, LLC	11,976	$235.0K
Creative Planning	11,401	$223.0K
Ergoteles LLC	10,942	$214.0K
XTX Topco Ltd	10,708	$210.0K
Point72 Hong Kong Ltd	7,670	$150.0K
Ameritas Investment Company, LLC	4,950	$97.0K
Group One Trading, L.P.	4,929	$97.0K
International Assets Investment Management, LLC	1,391	$24.0K
Sowell Financial Services LLC	1,190	$23.0K
Massmutual Trust Co FSB	500	$10.0K
CenterStar Asset Management, LLC	–	$2.00K

Not filed for Q2 2021 yet (2)

Institutions that held PennyMac Mortgage Investment Trust at the end of Q1 2021 and haven't filed a 13F for Q2 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PMT in Q1 2021 that haven't filed for Q2 2021
Institution	Shares, Q1 2021	Value, Q1 2021
Amundi Asset Management US, Inc.	1,256,089	$24.6M
Kaizen Financial Strategies	17,295	$339.0K