Pennymac Mortgage Investment Trust: which funds bought and sold

Institutions that bought and sold Pennymac Mortgage Investment Trust shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 102 institutions that filed 13F reports for both quarters added to or opened positions in Pennymac Mortgage Investment Trust, and 97 cut or closed them. Together they added a net 5.0M shares, +8.7% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.0M shares (+20.6%); index fund managers were net buyers of 1.1M shares (+3.5%). 26 opened a new position and 33 sold out entirely.

Bought, Q2 2026 102 institutions, 26 of them new holders Sold, Q2 2026 97 institutions, 33 of them sold out

Net change, all compared +5.0M shares (+8.7%)

Net change, active managers +2.0M shares (+20.6%), 10 bought, 12 sold

Buyers versus sellers

institutions compared, 238

102 bought 39 97 sold

Active managers and hedge funds 10 bought · 12 sold · +2.0M

Index fund managers 8 bought · 2 sold · +1.1M

Other institutions 84 bought · 83 sold · +2.0M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+931K +17.2%	6.3M	$71.6M
Invesco Ltd.	+868K +39.5%	3.1M	$34.5M
Citadel Advisors LLC Hedge fund	+795K +90.6%	1.7M	$18.9M
Blackrock, Inc. Index funds	+713K +5.1%	14.6M	$164M
Emg Holdings, L.P.	+572K New position	572K	$6.5M
Millennium Management LLC Hedge fund	+546K +220.5%	793K	$8.9M
Jpmorgan Chase & Co	+425K +49.2%	1.3M	$14.2M
First Trust Advisors LP	+227K +55.5%	636K	$7.2M
Morgan Stanley	+217K +19.7%	1.3M	$14.9M
Waterfall Asset Management, LLC	+200K New position	200K	$2.3M
AQR Capital Management LLC Hedge fund	+198K +288.8%	267K	$3M
Quantinno Capital Management LP	+185K +1065.3%	202K	$2.3M
UBS Group AG	+165K +71.7%	396K	$4.5M
State Street Corp Index funds	+165K +4.9%	3.5M	$40M
Corient Private Wealth LP	+155K New position	155K	$1.7M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	+145K +967.6%	160K	$1.8M
Citigroup Inc	+97K +31.4%	407K	$4.6M
Geode Capital Management, LLC Index funds	+85K +3.8%	2.3M	$25.9M
Vanguard Portfolio Management LLC Index funds	+84K +1.7%	5.0M	$56.8M
Russell Investments Group, Ltd.	+57K +309.6%	75K	$845,214

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	+931K +17.2%	6.3M	$71.6M
Citadel Advisors LLC Hedge fund	+795K +90.6%	1.7M	$18.9M
Millennium Management LLC Hedge fund	+546K +220.5%	793K	$8.9M
AQR Capital Management LLC Hedge fund	+198K +288.8%	267K	$3M
FMR LLC Active manager	+51K +1134.8%	56K	$630,961
Squarepoint Ops LLC Hedge fund	+38K New position	38K	$431,652
Caxton Associates LLP Hedge fund	+34K +68.9%	84K	$948,242
Price T Rowe Associates Inc Active manager	+23K +20.7%	136K	$1.5M
Victory Capital Management Inc Active manager	+155 +1.1%	14K	$156,747
Freestone Grove Partners LP Hedge fund	+1 New position	1	$11

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Royal Bank Of Canada	−604K −94.0%	38K	$432,000
Nuveen, LLC	−310K −59.2%	214K	$2.4M
BNP Paribas Financial Markets	−230K −94.1%	15K	$163,695
Two Sigma Investments, LP Hedge fund	−180K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−147K Sold out	0	—
SG Americas Securities, LLC	−129K −92.8%	10K	$113,000
Goldman Sachs Group Inc	−101K −41.7%	142K	$1.6M
Intech Investment Management LLC Active manager	−78K −63.2%	45K	$508,288
Susquehanna International Group, LLP	−77K −80.4%	19K	$213,192
Mitsubishi Ufj Trust & Banking Corp	−69K Sold out	0	—
Ldr Capital Management LLC	−66K Sold out	0	—
Boston Partners Active manager	−51K −3.5%	1.4M	$15.3M
Spinnaker Investment Group, LLC	−48K Sold out	0	—
Campbell & Co Investment Adviser LLC	−46K Sold out	0	—
Jupiter Asset Management Ltd Active manager	−45K −11.1%	360K	$4.1M
Winton Group Ltd Hedge fund	−45K Sold out	0	—
Bank Of New York Mellon Corp	−44K −7.6%	544K	$6.1M
Quantbot Technologies LP Hedge fund	−35K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−35K Sold out	0	—
Rhumbline Advisers Index funds	−26K −10.9%	210K	$2.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Two Sigma Investments, LP Hedge fund	−180K Sold out	0	—
Qube Research & Technologies Ltd Hedge fund	−147K Sold out	0	—
Intech Investment Management LLC Active manager	−78K −63.2%	45K	$508,288
Boston Partners Active manager	−51K −3.5%	1.4M	$15.3M
Jupiter Asset Management Ltd Active manager	−45K −11.1%	360K	$4.1M
Winton Group Ltd Hedge fund	−45K Sold out	0	—
Quantbot Technologies LP Hedge fund	−35K Sold out	0	—
Tudor Investment Corp Et Al Hedge fund	−35K Sold out	0	—
Mangrove Partners Im, LLC Hedge fund	−22K −52.5%	20K	$225,228
Brevan Howard Capital Management LP Hedge fund	−15K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Emg Holdings, L.P.	572K	$6.5M
Waterfall Asset Management, LLC	200K	$2.3M
Corient Private Wealth LP	155K	$1.7M
Simplify Asset Management Inc.	54K	$603,480
Atom Investors LP	44K	$499,445
Squarepoint Ops LLCHedge fund	38K	$431,652
Focus Partners Wealth	34K	$381,723
Mercer Global Advisors Inc	24K	$275,491
CIBC World Market Inc.	17K	$188,376
Sanctuary Advisors, LLC	16K	$175,968

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Two Sigma Investments, LPHedge fund	180K	$2.1M
Qube Research & Technologies LtdHedge fund	147K	$1.7M
Mitsubishi Ufj Trust & Banking Corp	69K	$806,639
Ldr Capital Management LLC	66K	$775,192
Spinnaker Investment Group, LLC	48K	$555,342
Campbell & Co Investment Adviser LLC	46K	$534,191
Winton Group LtdHedge fund	45K	$522,240
Quantbot Technologies LPHedge fund	35K	$405,850
Tudor Investment Corp Et AlHedge fund	35K	$404,392
HSBC Holdings PLC	24K	$277,667

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 212
Ten largest holders: 69.3%
Index fund managers: 51.7%
Active managers and hedge funds: 18.2%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	10	12	2	7	+2.0M	+20.6%
Index fund managers	8	2	0	0	+1.1M	+3.5%
Other institutions	84	83	24	26	+2.0M	+11.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Pennymac Mortgage Investment Trust.

Only managers that filed a holdings report for both quarters are compared (238 here). 11 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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