Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pennymac Mtg Invt Tr (PMT)

218 + 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
↑ +4
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — PMT

Based on 219 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
219 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 — +7% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

111 buying106 selling
Last quarter: 111 funds bought or added vs 106 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.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 25 → 27 → 38 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 19% new
137 out of 219 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.
💎

Buying through price weakness — shares +2%, value -16%

Value
-16%
Shares
+2%
Last quarter: funds added +2% more shares while total portfolio value only changed -16%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

36 → 25 → 27 → 38 → 35 new funds/Q
New funds entering each quarter: 25 → 27 → 38 → 35. A growing number of institutions are discovering PMT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 69% veterans vs 20% newcomers

■ 69% veterans ■ 11% 1-2yr ■ 20% new
Entry-cohort mix of 224 holders: 155 (69%) are 2+ year veterans, 25 entered 1–2 years ago, and 44 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
39 of 216 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 2026 Q1, 111 hedge funds were net buyers of PMT (35 opened a new position, 76 added to an existing one), while 106 reduced or exited (75 trimmed, 31 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 36% of total institutional value in PMT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 219.

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

-- --

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

Is It Too Late to Buy Pennymac Mtg Invt Tr (PMT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PMT has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
PMT
nan%
XLRE
+7.7%

PMT outperformed XLRE by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
PMT
nan%
XLRE
+1.7%

Since the filing became public, PMT outperformed XLRE by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 2 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: PMT
218 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 218 215 1.4%
13F Shares 59M 58M 2.24%
Total Value $607M $726M -16.37%
New Positions 34 38 -4
Increased Positions 74 69 +5
Closed Positions 31 21 +10
Reduced Positions 74 77 -3
Total Calls 3 3 -
Total Puts 5 5 -
PUT/CALL Ratio 1.67 1.67 Bearish

Statistics: PMT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

218 + investors

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

QUARTER:
Top 25 PMT holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Collar Capital Management, LLC 0.69% 91,719 $1.1M
6 Mariner Investment Group LLC 0.61% 180,000 $2.1M
7 Sharpepoint LLC 0.60% 86,253 $1.0M
8 Optimize Financial Inc 0.23% 40,065 $467K
9 Dana Investment Advisors, Inc. 0.20% 582,434 $6.8M
10 Mallini Complete Financial Planning LLC 0.17% 18,873 $220K
11 Advocate Investing Services LLC 0.16% 16,100 $188K
12 Samalin Investment Counsel, LLC 0.11% 27,401 $319K
13 Spinnaker Investment Group, LLC 0.11% 47,628 $555K
14 Hbk Investments L P 0.08% 666,700 $7.8M
15 Maridea Wealth Management LLC 0.07% 43,430 $506K
16 Westbourne Investments, INC. 0.07% 12,780 $149K
17 Inspire Investing, LLC 0.04% 44,424 $518K
18 Mangrove Partners IM, LLC 0.04% 42,052 $490K
19 Campbell & CO Investment Adviser LLC 0.03% 45,814 $534K
20 Dynamic Technology Lab Private Ltd 0.03% 15,443 $180K
21 one8zero8, LLC 0.03% 11,050 $129K
22 Summit Securities Group LLC 0.03% 19,700 $230K
23 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 1,658,125 $19.3M
24 AlphaQuest LLC 0.03% 36,771 $461K
25 Jupiter Asset Management Ltd 0.03% 404,873 $4.7M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 51% buying: Last quarter: 111 funds bought or added vs 106 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?

Strong quality — 36% AUM from major funds: 39 of 216 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PMT?

63% of holders stayed for 2+ years: 137 out of 219 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.

Is it too late to buy Pennymac Mtg Invt Tr (PMT) following the 2026 Q1 hedge fund 13F filings?

As of today, PMT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.7% for the XLRE sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PMT has gained nan% vs +7.7% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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