We are live on ! Find out more
PCF

High Income Securities Fund

31 hedge funds and large institutions have $48.1M invested in High Income Securities Fund in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% more ownership

Funds ownership: 41.45%41.75% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 3231 (-1)

5% less capital invested

Capital invested by funds: $50.9M → $48.1M (-$2.79M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BI
1
Bulldog Investors
New Jersey
$16.8M
KIM
2
Karpus Investment Management
New York
$10.8M +$955K +102,325 +9%
RCM
3
Rivernorth Capital Management
Florida
$5.77M -$2.23M -238,537 -27%
IA
4
Icon Advisers
Colorado
$5.09M +$1.72M +184,238 +48%
AAM
5
Advisors Asset Management
Colorado
$5.08M -$679K -72,725 -11%
Wells Fargo
6
Wells Fargo
California
$1.52M -$2.73K -292 -0.2%
Invesco
7
Invesco
Georgia
$789K +$827K +88,643 New
WAM
8
Wolverine Asset Management
Illinois
$699K +$493K +52,841 +205%
WC
9
Whitney & Co
New York
$365K -$54.8K -5,870 -13%
Bank of America
10
Bank of America
North Carolina
$190K +$6.15K +659 +3%
PMG
11
ProVise Management Group
Florida
$149K
UBS Group
12
UBS Group
Switzerland
$123K +$30.4K +3,261 +31%
LPL Financial
13
LPL Financial
California
$113K +$523 +56 +0.4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$105K -$8.73K -936 -7%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$93K +$97.4K +10,442 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$90K
Morgan Stanley
17
Morgan Stanley
New York
$76K -$130K -13,972 -62%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$73K +$84 +9 +0.1%
CFGS
19
Concourse Financial Group Securities
Alabama
$21K +$9.33K +1,000 +71%
BRC
20
Bell Rock Capital
Delaware
$19K
BBPWM
21
Blue Bell Private Wealth Management
Pennsylvania
$15K
QCIG
22
Quad-Cities Investment Group
Iowa
$15K
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11.2K +1,200 New
Citigroup
24
Citigroup
New York
$9K +$9.39K +1,006 New
BCWM
25
Bartlett & Co Wealth Management
Ohio
$8.01K -$9.7K -1,039 -54%

PCF Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q4 2018, worth a combined $48.1M — down 5.5% from $50.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PCF and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 8 added.

The largest buyer was Icon Advisers, adding an estimated $1.72M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.23M.

  • 31 institutional investors held High Income Securities Fund (PCF) as of Q4 2018, down from 32 in Q3 2018.
  • Funds reported $48.1M of High Income Securities Fund stock for Q4 2018, down 5.5% quarter-over-quarter.
  • 5 funds opened new High Income Securities Fund positions in Q4 2018 and 6 closed out, a net change of -1 holder.
  • The largest High Income Securities Fund buyer in Q4 2018 was Icon Advisers, an estimated $1.72M added.
  • The largest High Income Securities Fund seller in Q4 2018 was Rivernorth Capital Management, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2018.