PCM Fund
25 hedge funds and large institutions have $11.2M invested in PCM Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
4% more funds holding
Funds holding: 24 → 25 (+1)
0.69% more ownership
Funds ownership: 9.89% → 10.58% (+0.69%)
1% less capital invested
Capital invested by funds: $11.3M → $11.2M (-$151K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$397K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$289K |
| 3 |
AFG
Atomi Financial Group
New York
|
+$271K |
| 4 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$106K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$82.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$308K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$99.2K |
| 3 |
Morgan Stanley
New York
|
-$63.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$17.6K |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$14.2K |
PCM Hedge Fund Activity: Q3 2023 in Review
25 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q3 2023, worth a combined $11.2M — down 1.3% from $11.3M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new PCM positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 5 trimmed.
The largest buyer was Foundations Investment Advisors, adding an estimated $397K. The largest seller was Atria Wealth Solutions, exiting entirely with an estimated $308K sold.
- 25 institutional investors held PCM Fund (PCM) as of Q3 2023, up from 24 in Q2 2023.
- Funds reported $11.2M of PCM Fund stock for Q3 2023, down 1.3% quarter-over-quarter.
- 3 funds opened new PCM Fund positions in Q3 2023 and 2 closed out, a net change of +1 holder.
- The largest PCM Fund buyer in Q3 2023 was Foundations Investment Advisors, an estimated $397K added.
- The largest PCM Fund seller in Q3 2023 was Atria Wealth Solutions, an estimated $308K sold.
Based on aggregated 13F filings for Q3 2023.