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PCF

High Income Securities Fund

34 hedge funds and large institutions have $23.9M invested in High Income Securities Fund in 2016 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $23M → $23.9M (+$897K)

0.17% less ownership

Funds ownership: 20.51%20.34% (-0.17%)

6% less funds holding

Funds holding: 3634 (-2)

40% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 10

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
34
Holders Change
-2
Holders Change %
-5.56%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$5.58M +$240K +31,870 +5%
GC
2
Guggenheim Capital
Illinois
$3.85M +$180K +23,840 +5%
Morgan Stanley
3
Morgan Stanley
New York
$3.8M -$1.38M -183,225 -27%
SCM
4
Saba Capital Management
New York
$2.8M -$157K -20,811 -5%
BI
5
Bulldog Investors
New Jersey
$2.64M +$1.42M +188,639 +121%
RCM
6
Rivernorth Capital Management
Florida
$2.12M +$566K +75,004 +37%
Wells Fargo
7
Wells Fargo
California
$634K -$159K -21,093 -20%
LCM
8
Landscape Capital Management
New Jersey
$553K -$474K -62,905 -47%
Invesco
9
Invesco
Georgia
$394K -$10.7K -1,423 -3%
AA
10
AQR Arbitrage
Connecticut
$249K -$152K -20,103 -38%
Bank of America
11
Bank of America
North Carolina
$207K +$483 +64 +0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$203K
GHAM
13
Gilman Hill Asset Management
Connecticut
$153K +$56.6K +7,500 +60%
UBS Group
14
UBS Group
Switzerland
$132K -$12.5K -1,661 -9%
PMG
15
ProVise Management Group
Florida
$128K
MIC
16
Meridian Investment Counsel
California
$108K
CHAM
17
Clear Harbor Asset Management
Connecticut
$99K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$73K
Citigroup
19
Citigroup
New York
$22K -$29.6K -3,931 -58%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$21K
S
21
SignatureFD
Georgia
$18K -$18.2K -2,408 -51%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$18K -$18.2K -2,408 -51%
Fifth Third Bancorp
23
Fifth Third Bancorp
Ohio
$17K
BC
24
Bartlett & Co
Ohio
$15K
KT
25
Kanaly Trust
Texas
$15K

PCF Hedge Fund Activity: Q2 2016 in Review

34 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q2 2016, worth a combined $23.9M — up 3.9% from $23M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of PCF and 2 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 6 added.

The largest buyer was Bulldog Investors, adding an estimated $1.42M. The largest seller was Morgan Stanley, cutting an estimated $1.38M.

  • 34 institutional investors held High Income Securities Fund (PCF) as of Q2 2016, down from 36 in Q1 2016.
  • Funds reported $23.9M of High Income Securities Fund stock for Q2 2016, up 3.9% quarter-over-quarter.
  • 2 funds opened new High Income Securities Fund positions in Q2 2016 and 4 closed out, a net change of -2 holders.
  • The largest High Income Securities Fund buyer in Q2 2016 was Bulldog Investors, an estimated $1.42M added.
  • The largest High Income Securities Fund seller in Q2 2016 was Morgan Stanley, an estimated $1.38M sold.

Based on aggregated 13F filings for Q2 2016.