PCM Fund
24 hedge funds and large institutions have $10.4M invested in PCM Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
0.36% more ownership
Funds ownership: 10.58% → 10.94% (+0.36%)
4% less funds holding
Funds holding: 25 → 24 (-1)
7% less capital invested
Capital invested by funds: $11.2M → $10.4M (-$795K)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$443K |
| 2 |
Morgan Stanley
New York
|
+$277K |
| 3 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$200K |
| 4 |
MC
Moors & Cabot
Boston,
Massachusetts
|
+$119K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$83K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFG
Atomi Financial Group
New York
|
-$256K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$228K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$227K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$155K |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$52.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$155K | -17,451 | Closed |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$6K | -723 | Closed |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| – | -$3.35K | -377 | Closed |
|
29
JP Morgan Chase
New York
| – | -$2.08K | -234 | Closed |
|
PCM Hedge Fund Activity: Q4 2023 in Review
24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q4 2023, worth a combined $10.4M — down 7.1% from $11.2M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PCM and 4 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 9 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $443K. The largest seller was Atomi Financial Group, exiting entirely with an estimated $256K sold.
- 24 institutional investors held PCM Fund (PCM) as of Q4 2023, down from 25 in Q3 2023.
- Funds reported $10.4M of PCM Fund stock for Q4 2023, down 7.1% quarter-over-quarter.
- 4 funds opened new PCM Fund positions in Q4 2023 and 5 closed out, a net change of -1 holder.
- The largest PCM Fund buyer in Q4 2023 was Foundations Investment Advisors, an estimated $443K added.
- The largest PCM Fund seller in Q4 2023 was Atomi Financial Group, an estimated $256K sold.
Based on aggregated 13F filings for Q4 2023.