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PCM

PCM Fund
PCM

22 hedge funds and large institutions have $7.16M invested in PCM Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

15% more capital invested

Capital invested by funds: $6.23M → $7.16M (+$929K)

0.22% less ownership

Funds ownership: 6.75% → 6.53% (-0.22%)

15% less funds holding

Funds holding: 26 → 22 (-4)

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWA
Physician Wealth Advisors
Utah
+$309K
2
DC
Davenport & Co
Virginia
+$226K
3
BF
BOK Financial
Oklahoma
+$148K
4
SCM
SOL Capital Management
Maryland
+$90.4K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$67.6K

Top Sellers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
-$274K
2
LCM
Landscape Capital Management
New Jersey
-$212K
3
Osaic Holdings
Osaic Holdings
Arizona
-$178K
4
SFS
Shaker Financial Services
Virginia
-$113K
5
Truist Financial
Truist Financial
North Carolina
-$106K
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
26
Wintrust Investments
Illinois
– -$106K -13,336 Closed
NFG
27
Next Financial Group
Texas
– -$25K -3,132 Closed
DWM
28
Darwin Wealth Management
Florida
– -$8K -1,100 Closed
GSWM
29
Golden State Wealth Management
California
– -$2K -200 Closed
1
2

PCM Hedge Fund Activity: Q2 2020 in Review

22 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q2 2020, worth a combined $7.16M — up 15% from $6.23M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PCM and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.

The largest buyer was Physician Wealth Advisors, opening a new position worth an estimated $309K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $274K sold.

  • 22 institutional investors held PCM Fund (PCM) as of Q2 2020, down from 26 in Q1 2020.
  • Funds reported $7.16M of PCM Fund stock for Q2 2020, up 15% quarter-over-quarter.
  • 4 funds opened new PCM Fund positions in Q2 2020 and 8 closed out, a net change of -4 holders.
  • The largest PCM Fund buyer in Q2 2020 was Physician Wealth Advisors, an estimated $309K added.
  • The largest PCM Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $274K sold.

Based on aggregated 13F filings for Q2 2020.