PENNYMAC MTG INVT TR (PMT) is held by 107 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q2 2026.

Are institutions buying or selling PMT?

In Q2 2026, 59 institutions opened or increased positions in PENNYMAC MTG INVT TR while 47 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on PMT?

HoldingsIntel scores PENNYMAC MTG INVT TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 4 of the 4 carrying data for PMT. In Q2 2026, the institutional leg showed net inflows: 59 buying versus 47 selling.

How many hedge funds hold PMT?

107 institutional investors report holding PENNYMAC MTG INVT TR (PMT) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into PMT?

As of Q2 2026, tracked institutions in PENNYMAC MTG INVT TR show 59 buyers versus 47 sellers — net inflows.

PENNYMAC MTG INVT TR

PMT·70931T103·US·REIT·Real Estate - REIT - Mortgage-13D/G

107

Holders

(5 Elite)

$588.4M

Total Value

56% (106)

Consensus

59 buying - 47 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 107 funds

5 elite

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders Oct 2, 2026 · Activists Apr 30, 2026 · Congress none

InsiderHLHendry Gregory LSell $19KOct 1, 2026

InsiderHLHendry Gregory LSell $23KSep 1, 2026

InsiderHLHendry Gregory LSell $23KAug 3, 2026

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	Action
BlackRock, Inc.	Increased	14.6M(+5.2%)	$164.3M	0.0%	-25.15%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Increased	5M(+1.7%)	$56.8M	0.0%	-28.48%	30
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	3.8M(+0.8%)	$43.3M	0.0%	-28.48%	29
STATE STREET CORP	Increased	3.5M(+4.9%)	$40M	0.0%	-28.71%	31
Invesco Ltd.	Increased	3.1M(+39.5%)	$34.5M	0.0%	-25.06%	38
GEODE CAPITAL MANAGEMENT, LLC	Increased	2.3M(+3.8%)	$25.9M	0.0%	-20.59%	30
MAMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	Increased	1.7M(+3.1%)	$19.3M	0.0%	-29.70%	29
CITADEL ADVISORS LLC	Increased	1.7M(+90.6%)	$18.9M	0.0%	-30.12%	45
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	1.5M(+0.7%)	$16.5M	0.0%	-12.65%	28
Boston Partners	Decreased	1.4M(-3.5%)	$15.3M	0.0%	-33.29%	0
MORGAN STANLEY	Increased	1.3M(+19.6%)	$14.9M	0.0%	-26.34%	33
JPMORGAN CHASE & CO	Increased	1.3M(+49.2%)	$14.2M	0.0%	-27.87%	39
NORTHERN TRUST CORP	Increased	928,745(+0.5%)	$10.5M	0.0%	-16.82%	28
MILLENNIUM MANAGEMENT LLC	Increased	793,352(+220.5%)	$8.9M	0.0%	-28.52%	44
FIRST TRUST ADVISORS LP	Increased	635,796(+55.5%)	$7.2M	0.0%	-28.33%	39
VFVANGUARD FIDUCIARY TRUST CO	Increased	580,288(+4.1%)	$6.5M	0.0%	-28.48%	28
Allianz Asset Management GmbH	Increased	558,162(+0.1%)	$6.3M	0.0%	-22.14%	27
Bank of New York Mellon Corp	Decreased	544,097(-7.5%)	$6.1M	0.0%	-15.64%	0
PRINCIPAL FINANCIAL GROUP INC	Decreased	422,076(-0.2%)	$4.8M	0.0%	-13.84%	0
CITIGROUP INC	Increased	407,487(+31.4%)	$4.6M	0.0%	-28.05%	34

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

PENNYMAC MTG INVT TR

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