PCM Fund
24 hedge funds and large institutions have $8.11M invested in PCM Fund in 2022 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
4% more funds holding
Funds holding: 23 → 24 (+1)
0.11% more ownership
Funds ownership: 6.71% → 6.81% (+0.11%)
3% less capital invested
Capital invested by funds: $8.38M → $8.11M (-$271K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$334K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$242K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$181K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$80.7K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$53.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$328K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$277K |
| 3 |
IFG
Independent Financial Group
San Diego,
California
|
-$122K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$32.2K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$30.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Fidelity Investments
Boston,
Massachusetts
| – | +$11 | +1 | New |
|
PCM Hedge Fund Activity: Q1 2022 in Review
24 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2022, worth a combined $8.11M — down 3.2% from $8.38M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PCM positions and 2 closed out — a net gain of 2 holders — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $334K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $328K sold.
- 24 institutional investors held PCM Fund (PCM) as of Q1 2022, up from 23 in Q4 2021.
- Funds reported $8.11M of PCM Fund stock for Q1 2022, down 3.2% quarter-over-quarter.
- 4 funds opened new PCM Fund positions in Q1 2022 and 2 closed out, a net change of +2 holders.
- The largest PCM Fund buyer in Q1 2022 was Morgan Stanley, an estimated $334K added.
- The largest PCM Fund seller in Q1 2022 was Susquehanna International Group, an estimated $328K sold.
Based on aggregated 13F filings for Q1 2022.