PCM Fund
PCM
24 hedge funds and large institutions have $11.3M invested in PCM Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.
52% more capital invested
Capital invested by funds: $7.43M → $11.3M (+$3.88M)
1.88% more ownership
Funds ownership: 8.01% → 9.89% (+1.9%)
4% less funds holding
Funds holding: 25 → 24 (-1)
30% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$2.49M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$111K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
+$110K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$65.3K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$33.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$216K |
| 2 |
FFA
First Foundation Advisors
Irvine,
California
|
-$167K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$74.1K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$54.3K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$36.2K |
PCM Hedge Fund Activity: Q2 2023 in Review
24 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q2 2023, worth a combined $11.3M — up 52% from $7.43M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PCM and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 7 added.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $2.49M. The largest seller was Bank of America, cutting an estimated $216K.
- 24 institutional investors held PCM Fund (PCM) as of Q2 2023, down from 25 in Q1 2023.
- Funds reported $11.3M of PCM Fund stock for Q2 2023, up 52% quarter-over-quarter.
- 2 funds opened new PCM Fund positions in Q2 2023 and 3 closed out, a net change of -1 holder.
- The largest PCM Fund buyer in Q2 2023 was Foundations Investment Advisors, an estimated $2.49M added.
- The largest PCM Fund seller in Q2 2023 was Bank of America, an estimated $216K sold.
Based on aggregated 13F filings for Q2 2023.