PCM Fund
PCM
25 hedge funds and large institutions have $7.43M invested in PCM Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
14% more funds holding
Funds holding: 22 → 25 (+3)
6% more capital invested
Capital invested by funds: $7M → $7.43M (+$429K)
0.41% more ownership
Funds ownership: 7.6% → 8.01% (+0.41%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$400K |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$278K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$61.6K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$38.3K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$20.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
SouthState Corp
Winter Haven,
Florida
|
-$130K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$64K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$40.9K |
| 4 |
Morgan Stanley
New York
|
-$24.3K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$20K |
PCM Hedge Fund Activity: Q1 2023 in Review
25 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2023, worth a combined $7.43M — up 6.1% from $7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PCM positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Financial Advocates Investment Management, adding an estimated $400K. The largest seller was SouthState Corp, exiting entirely with an estimated $130K sold.
- 25 institutional investors held PCM Fund (PCM) as of Q1 2023, up from 22 in Q4 2022.
- Funds reported $7.43M of PCM Fund stock for Q1 2023, up 6.1% quarter-over-quarter.
- 6 funds opened new PCM Fund positions in Q1 2023 and 2 closed out, a net change of +4 holders.
- The largest PCM Fund buyer in Q1 2023 was Financial Advocates Investment Management, an estimated $400K added.
- The largest PCM Fund seller in Q1 2023 was SouthState Corp, an estimated $130K sold.
Based on aggregated 13F filings for Q1 2023.