Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PENNYMAC MTG INVT TR (PMT)

213 + Investors. Track Smart Money conviction in PMT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — PMT

Based on 207 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
207 hedge funds hold PMT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

106 buying95 selling
Last quarter: 106 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+10 vs last Q)

new funds entering per quarter
Funds opening a new PMT position: 36 → 25 → 27 → 37. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 14% new
136 out of 207 hedge funds have held PMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~37 new funds/quarter

36 → 36 → 25 → 27 → 37 new funds/Q
New funds entering each quarter: 36 → 25 → 27 → 37. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Of 213 current holders: 147 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
33 of 207 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in PMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PMT

In 2025 Q4, 106 hedge funds were net buyers of PMT (37 opened a new position, 69 added to an existing one), while 95 reduced or exited (75 trimmed, 20 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 47% of total institutional value in PMT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 207.

Hedge Fund Ownership: PMT

How many hedge funds hold PMT — quarterly history vs. share price
Quarterly hedge fund ownership of PMT vs. share price

Market Analysis: PMT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PMT

Real Estate REIT - Mortgage

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PMT
2026 Q1 Stats Unlock in 8 days 213 + Investors

Track Smart Money conviction in PMT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 213 201 5.97%
13F Shares 58M 64M -9.63%
Total Value $724M $782M -7.37%
New Positions 37 27 +10
Increased Positions 78 93 -15
Closed Positions 24 31 -7
Reduced Positions 88 74 +14
Total Calls 3 6 -50.0%
Total Puts 5 12 -58.33%
PUT/CALL Ratio 1.67 2.0 Bearish

Statistics: PMT

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Valuation Measures Data as of: --

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

213 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PMT. Verified SEC 13F-HR filings.

Top 25 institutional holders of PMT — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Longboard Asset Management, LP 2.56% 12,684 $148K
2 GraniteShares Advisors LLC 1.62% 192,954 $2.2M
3 Angel Oak Capital Advisors, LLC 1.05% 81,182 $947K
4 LDR Capital Management LLC 1.04% 66,483 $775K
5 MARINER INVESTMENT GROUP LLC 0.61% 180,000 $2.1M
6 SHARPEPOINT LLC 0.60% 86,253 $1.0M
7 Optimize Financial Inc 0.23% 40,065 $467K
8 Mallini Complete Financial Planning LLC 0.17% 18,873 $220K
9 Advocate Investing Services LLC 0.16% 16,100 $188K
10 Samalin Investment Counsel, LLC 0.11% 27,401 $319K
11 Spinnaker Investment Group, LLC 0.11% 47,628 $555K
12 Maridea Wealth Management LLC 0.07% 43,430 $506K
13 Inspire Investing, LLC 0.04% 44,424 $518K
14 WEDBUSH SECURITIES INC 0.03% 90,590 $1K
15 one8zero8, LLC 0.03% 11,050 $129K
16 SUMMIT SECURITIES GROUP LLC 0.03% 19,700 $230K
17 AlphaQuest LLC 0.03% 36,771 $461K
18 JUPITER ASSET MANAGEMENT LTD 0.03% 404,873 $4.7M
19 FOX RUN MANAGEMENT, L.L.C. 0.02% 12,463 $141K
20 GSA CAPITAL PARTNERS LLP 0.02% 30,797 —
21 KERR FINANCIAL PLANNING Corp 0.02% 1,485 $18K
22 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.02% 26,500 $312K
23 WINTON GROUP Ltd 0.02% 44,789 $522K
24 Boston Partners 0.02% 1,435,182 $16.8M
25 Penserra Capital Management LLC 0.02% 111,471 $1K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PENNYMAC MTG INVT TR (PMT)

What does the Smart Money Trend signal show for PMT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PMT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PMT?

Slight buying edge — 53% buying: Last quarter: 106 funds bought or added vs 95 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PMT holders?

Elite ownership — 47% AUM from top-100 funds: 33 of 207 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in PMT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PMT?

66% of holders stayed for 2+ years: 136 out of 207 hedge funds have held PMT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.