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PCF

High Income Securities Fund

55 hedge funds and large institutions have $84.6M invested in High Income Securities Fund in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more capital invested

Capital invested by funds: $26.5M → $84.6M (+$58M)

200% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 8

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

20.51% more ownership

Funds ownership: 21.63%42.14% (+21%)

12% more funds holding

Funds holding: 4955 (+6)

Holders
55
Holders Change
+6
Holders Change %
+12.24%
% of All Funds
0.79%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
24
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$11.8M +$6.73M +1,012,086 +142%
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$10.8M +$9.6M +1,444,691 +1,114%
RCM
3
Rivernorth Capital Management
Florida
$7.89M +$7.68M +1,155,192 New
BI
4
Bulldog Investors
New Jersey
$6.88M +$4.79M +720,467 +249%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$6.16M +$5.88M +884,666 +5,275%
IA
6
Icon Advisers
Colorado
$6.14M +$5.31M +798,051 +790%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.66M +$5.02M +754,807 +1,029%
Morgan Stanley
8
Morgan Stanley
New York
$5.22M +$2.94M +441,985 +137%
SIA
9
Sit Investment Associates
Minnesota
$4.74M +$4.6M +692,423 +69,242%
YCM
10
Yakira Capital Management
Connecticut
$4.29M +$3.9M +586,423 +1,431%
Invesco
11
Invesco
Georgia
$2.65M +$1.08M +162,640 +72%
Cohen & Steers
12
Cohen & Steers
New York
$1.71M +$1.4M +210,000 +525%
RJA
13
Raymond James & Associates
Florida
$1.12M -$191K -28,712 -15%
CL
14
Choreo LLC
Illinois
$1.03M +$895K +134,652 +845%
HHGC
15
Hunting Hill Global Capital
New York
$960K +$469K +70,578 +101%
AIA
16
Absolute Investment Advisers
Florida
$885K +$861K +129,576 New
CL
17
CSS LLC
Illinois
$842K +$535K +80,464 +188%
LPL Financial
18
LPL Financial
California
$648K -$91.4K -13,756 -13%
NA
19
NewEdge Advisors
Louisiana
$621K -$57.8K -8,700 -9%
Wells Fargo
20
Wells Fargo
California
$445K +$33.9K +5,101 +8%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$440K -$21K -3,163 -5%
QL
22
Quarry LP
New York
$344K +$334K +50,286 +502,860%
HI
23
Harbour Investments
Wisconsin
$333K +$324K +48,770 New
SWM
24
SeaCrest Wealth Management
New York
$283K +$15.7K +2,356 +6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$252K +$245K +36,916 New

PCF Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in High Income Securities Fund (PCF) for Q3 2024, worth a combined $84.6M — up 219% from $26.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PCF positions and 7 closed out — a net gain of 6 holders — while 24 added to existing stakes and 8 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $9.6M. The largest seller was Alpine Global Management, exiting entirely with an estimated $1.75M sold.

  • 55 institutional investors held High Income Securities Fund (PCF) as of Q3 2024, up from 49 in Q2 2024.
  • Funds reported $84.6M of High Income Securities Fund stock for Q3 2024, up 219% quarter-over-quarter.
  • 13 funds opened new High Income Securities Fund positions in Q3 2024 and 7 closed out, a net change of +6 holders.
  • The largest High Income Securities Fund buyer in Q3 2024 was Thomas J. Herzfeld Advisors, an estimated $9.6M added.
  • The largest High Income Securities Fund seller in Q3 2024 was Alpine Global Management, an estimated $1.75M sold.

Based on aggregated 13F filings for Q3 2024.