HBK INVESTMENTS L P PMT — PENNYMAC MTG INVT TR COM

Ownership history in HBK INVESTMENTS L P  ·  32 quarters on record

AI Ownership Summary

HBK INVESTMENTS L P reported PENNYMAC MTG INVT TR COM (PMT) in 32 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.31% in 2025 Q1. The latest visible filing shows PMT at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HBK INVESTMENTS L P's position in PENNYMAC MTG INVT TR COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PMT was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.31% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PMT stock page HBK INVESTMENTS L P fund profile HBK INVESTMENTS L P full holdings
How HBK INVESTMENTS L P held PMT — position size vs. price
% of Fund (quarterly)    PMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 666,700 — 0% 0.08% $7.8M 2026-05-15 $10.28
2025 Q4 REDUCED 17.9% -7.1% ✅ 666,700 -145,000 -17.9% 0.07% $8.4M 2026-02-17 $12.09
2025 Q3 UNCHANGED — — — 811,700 — 0% 0.11% $10.0M 2025-11-14 $11.68
2025 Q2 UNCHANGED — — — 811,700 — 0% 0.22% $10.4M 2025-08-13 $11.11
2025 Q1 REDUCED 26.5% -9.4% ✅ 811,700 -292,000 -26.5% 0.31% $11.9M 2025-05-15 $11.50
2024 Q4 ADDED — — — 1,103,700 +267,000 +31.9% 0.24% $13.9M 2025-02-14 $11.72
2024 Q3 ADDED — — — 836,700 +517,700 +162.3% 0.19% $11.9M 2024-11-14 $10.77
2024 Q2 UNCHANGED — — — 319,000 — 0% 0.02% $4.4M 2024-08-14 $10.81
2024 Q1 REDUCED 59.1% -4.7% ✅ 319,000 -460,000 -59.1% 0.02% $4.7M 2024-05-15 $11.68
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PMT

As of 2026 Q1 — sorted by position size

Longboard Asset Management, LP 2.56% GraniteShares Advisors LLC 3Y 1.62% Angel Oak Capital Advisors, LLC 1.05% LDR Capital Management LLC 3Y 7Y 1.04% Collar Capital Management, LLC 0.69% MARINER INVESTMENT GROUP LLC 3Y 7Y 0.61% SHARPEPOINT LLC 0.6% Optimize Financial Inc 0.23% Dana Investment Advisors, Inc. 3Y 7Y 0.2% Mallini Complete Financial Planning LLC 0.17%

FAQ About HBK INVESTMENTS L P and PMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has HBK INVESTMENTS L P reported owning PMT?

HBK INVESTMENTS L P reported PMT across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported PMT position in HBK INVESTMENTS L P's portfolio?

The largest reported portfolio weight for PMT was 0.31% in 2025 Q1.

What is the latest reported PMT position on this page?

The most recent filing on this page is 2026 Q1, when HBK INVESTMENTS L P reported 666,700 shares, equal to 0.08% of portfolio, with an estimated market value of $7.8M.

What does the chart on this PMT ownership page compare?

The chart compares HBK INVESTMENTS L P's quarterly PMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HBK INVESTMENTS L P time their PMT position?

Based on 13F filing dates vs. subsequent PMT price moves, HBK INVESTMENTS L P correctly timed 16 out of 23 reported position changes (70%). The annualised alpha on PMT relative to SPY over the holding period was -13.4%.

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