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PCF

High Income Securities Fund

24 hedge funds and large institutions have $5.42M invested in High Income Securities Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

20% more funds holding

Funds holding: 2024 (+4)

0.56% more ownership

Funds ownership: 7.32%7.88% (+0.56%)

37% less capital invested

Capital invested by funds: $8.55M → $5.42M (-$3.13M)

40% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 5

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.08M -$863K -100,777 -21%
WAM
2
Wolverine Asset Management
Illinois
$421K +$289K +33,734 +195%
Wells Fargo
3
Wells Fargo
California
$347K -$17.9K -2,089 -5%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$330K +$343K +39,988 New
DA
5
Doliver Advisors
Texas
$237K +$246K +28,693 New
CRC
6
Curi RMB Capital
Illinois
$195K +$202K +23,638 New
Bank of America
7
Bank of America
North Carolina
$162K -$8.56K -999 -5%
PMG
8
ProVise Management Group
Florida
$138K
Morgan Stanley
9
Morgan Stanley
New York
$134K +$95.1K +11,100 +222%
LCM
10
Landscape Capital Management
New Jersey
$107K +$111K +12,974 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$84K
NFG
12
Next Financial Group
Texas
$45K +$47.1K +5,500 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$35K -$30.8K -3,599 -46%
Citigroup
14
Citigroup
New York
$19K +$19.2K +2,240 New
BRC
15
Bell Rock Capital
Delaware
$18K
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$16K +$2.57K +300 +18%
QCIG
17
Quad-Cities Investment Group
Iowa
$14K
UBS Group
18
UBS Group
Switzerland
$12K -$8.65K -1,010 -42%
PFGIA
19
Patriot Financial Group Insurance Agency
Massachusetts
$10K
VFA
20
Valeo Financial Advisors
Indiana
$7K
M
21
MOTCO
Texas
$7K +$6.97K +814 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3K
BI
23
Bulldog Investors
New Jersey
$1.82K
RCM
24
Rivernorth Capital Management
Florida
$1.19K +$1.23M +143,311 New
Invesco
25
Invesco
Georgia
-$872K -96,415 Closed

PCF Hedge Fund Activity: Q2 2019 in Review

24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q2 2019, worth a combined $5.42M — down 37% from $8.55M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PCF positions and 4 closed out — a net gain of 4 holders — while 3 added to existing stakes and 5 trimmed.

The largest buyer was Rivernorth Capital Management, opening a new position worth an estimated $1.23M. The largest seller was Invesco, exiting entirely with an estimated $872K sold.

  • 24 institutional investors held High Income Securities Fund (PCF) as of Q2 2019, up from 20 in Q1 2019.
  • Funds reported $5.42M of High Income Securities Fund stock for Q2 2019, down 37% quarter-over-quarter.
  • 8 funds opened new High Income Securities Fund positions in Q2 2019 and 4 closed out, a net change of +4 holders.
  • The largest High Income Securities Fund buyer in Q2 2019 was Rivernorth Capital Management, an estimated $1.23M added.
  • The largest High Income Securities Fund seller in Q2 2019 was Invesco, an estimated $872K sold.

Based on aggregated 13F filings for Q2 2019.