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PCF

High Income Securities Fund

38 hedge funds and large institutions have $19.1M invested in High Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

1.93% less ownership

Funds ownership: 33.01%31.07% (-1.9%)

6% less capital invested

Capital invested by funds: $20.3M → $19.1M (-$1.21M)

14% less funds holding

Funds holding: 4438 (-6)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
38
Holders Change
-6
Holders Change %
-13.64%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
18
Reduced
6
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$5.6M -$206K -32,705 -4%
BI
2
Bulldog Investors
New Jersey
$1.84M
Invesco
3
Invesco
Georgia
$1.62M +$99.9K +15,832 +7%
Bank of America
4
Bank of America
North Carolina
$1.29M +$36K +5,702 +3%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.09M +$140K +22,237 +15%
NA
6
NewEdge Advisors
Louisiana
$805K +$12K +1,900 +2%
YCM
7
Yakira Capital Management
Connecticut
$760K
RJFSA
8
Raymond James Financial Services Advisors
Florida
$676K +$159K +25,281 +32%
RJA
9
Raymond James & Associates
Florida
$649K +$15.4K +2,448 +3%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$555K -$601K -95,318 -53%
LPL Financial
11
LPL Financial
California
$554K -$554K -87,795 -51%
Morgan Stanley
12
Morgan Stanley
New York
$546K +$86.2K +13,660 +19%
LSC
13
Logan Stone Capital
Illinois
$355K +$196K +31,129 +131%
SWM
14
SeaCrest Wealth Management
New York
$265K +$8.88K +1,408 +4%
Wells Fargo
15
Wells Fargo
California
$223K +$6 +1 +0%
GHAM
16
Gilman Hill Asset Management
Connecticut
$211K +$15.8K +2,500 +8%
GC
17
Guggenheim Capital
Illinois
$200K -$3.04K -481 -2%
MWM
18
Melfa Wealth Management
Massachusetts
$195K +$76 +12 +0%
MSWM
19
McGlone Suttner Wealth Management
Wisconsin
$188K
SWM
20
Silverlake Wealth Management
Vermont
$185K
CL
21
CSS LLC
Illinois
$152K +$18.9K +3,000 +15%
CAN
22
Cetera Advisor Networks
California
$135K +$7.57K +1,200 +6%
LMKC
23
L.M. Kohn & Company
Ohio
$134K -$6 -1 -0%
CAS
24
CTC Alternative Strategies
Illinois
$110K +$107K +17,000 New
KA
25
Kovack Advisors
Florida
$95.2K -$6.14K -974 -6%

PCF Hedge Fund Activity: Q2 2023 in Review

38 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q2 2023, worth a combined $19.1M — down 6% from $20.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PCF and 3 opened new positions — a net loss of 5 holders — while 6 trimmed existing stakes and 18 added.

The largest buyer was Logan Stone Capital, adding an estimated $196K. The largest seller was Baird Financial Group, cutting an estimated $601K.

  • 38 institutional investors held High Income Securities Fund (PCF) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $19.1M of High Income Securities Fund stock for Q2 2023, down 6% quarter-over-quarter.
  • 3 funds opened new High Income Securities Fund positions in Q2 2023 and 8 closed out, a net change of -5 holders.
  • The largest High Income Securities Fund buyer in Q2 2023 was Logan Stone Capital, an estimated $196K added.
  • The largest High Income Securities Fund seller in Q2 2023 was Baird Financial Group, an estimated $601K sold.

Based on aggregated 13F filings for Q2 2023.