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PCF

High Income Securities Fund

39 hedge funds and large institutions have $22.7M invested in High Income Securities Fund in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3839 (+1)

3% more capital invested

Capital invested by funds: $22M → $22.7M (+$683K)

0.13% less ownership

Funds ownership: 16.28%16.16% (-0.13%)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
1.12%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.43M -$310K -36,290 -6%
GC
2
Guggenheim Capital
Illinois
$4.26M -$97.8K -11,456 -2%
SCM
3
Saba Capital Management
New York
$3.84M +$413K +48,397 +12%
TJHA
4
Thomas J. Herzfeld Advisors
Florida
$1.39M -$29K -3,400 -2%
KIM
5
Karpus Investment Management
New York
$1.28M -$306K -35,880 -20%
Morgan Stanley
6
Morgan Stanley
New York
$1.22M +$590K +69,109 +98%
AQR Capital Management
7
AQR Capital Management
Connecticut
$664K -$36.6K -4,294 -5%
Wells Fargo
8
Wells Fargo
California
$594K -$595K -69,744 -51%
SFS
9
Shaker Financial Services
Virginia
$420K +$412K +48,217 New
RCM
10
Robinson Capital Management
Michigan
$410K -$11.9K -1,391 -3%
TCM
11
Texan Capital Management
Texas
$318K
TC
12
TFS Capital
Pennsylvania
$287K +$281K +32,981 New
Bank of America
13
Bank of America
North Carolina
$277K +$44.2K +5,177 +19%
DA
14
Doliver Advisors
Texas
$255K -$151K -17,712 -38%
CS
15
Credit Suisse
Switzerland
$216K +$4.92K +576 +2%
U
16
UBS
Switzerland
$209K -$8.59K -1,006 -4%
RCM
17
Rivernorth Capital Management
Florida
$208K -$195K -22,821 -49%
PMG
18
ProVise Management Group
Florida
$154K
LCM
19
Landscape Capital Management
New Jersey
$148K -$10.8K -1,261 -7%
VKH
20
Virtu KCG Holdings
New York
$123K +$121K +14,128 New
MIC
21
Meridian Investment Counsel
California
$122K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$117K -$8.54K -1,000 -7%
HK
23
Horizon Kinetics
New York
$96K
Creative Planning
24
Creative Planning
Kansas
$95K -$15.4K -1,806 -14%
SC
25
Scotia Capital
Ontario, Canada
$95K

PCF Hedge Fund Activity: Q2 2014 in Review

39 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q2 2014, worth a combined $22.7M — up 3.1% from $22M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PCF positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $590K. The largest seller was Wells Fargo, cutting an estimated $595K.

  • 39 institutional investors held High Income Securities Fund (PCF) as of Q2 2014, up from 38 in Q1 2014.
  • Funds reported $22.7M of High Income Securities Fund stock for Q2 2014, up 3.1% quarter-over-quarter.
  • 4 funds opened new High Income Securities Fund positions in Q2 2014 and 3 closed out, a net change of +1 holder.
  • The largest High Income Securities Fund buyer in Q2 2014 was Morgan Stanley, an estimated $590K added.
  • The largest High Income Securities Fund seller in Q2 2014 was Wells Fargo, an estimated $595K sold.

Based on aggregated 13F filings for Q2 2014.