PCM Fund
23 hedge funds and large institutions have $10.5M invested in PCM Fund in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 6 closing their positions.
1% more capital invested
Capital invested by funds: $10.4M → $10.5M (+$127K)
0.25% less ownership
Funds ownership: 10.94% → 10.69% (-0.25%)
4% less funds holding
Funds holding: 24 → 23 (-1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$189K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$183K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$134K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$51.1K |
| 5 |
LPL Financial
San Diego,
California
|
+$49.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$736K |
| 2 |
Morgan Stanley
New York
|
-$413K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$220K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$178K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$169K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| – | -$68.5K | -8,602 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$14.9K | -1,876 | Closed |
|
|
CIA
28
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$326 | -41 | Closed |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| – | -$115 | -14 | Closed |
|
PCM Hedge Fund Activity: Q1 2024 in Review
23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2024, worth a combined $10.5M — up 1.2% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PCM and 5 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 6 added.
The largest buyer was Foundations Investment Advisors, adding an estimated $189K. The largest seller was SOL Capital Management, cutting an estimated $736K.
- 23 institutional investors held PCM Fund (PCM) as of Q1 2024, down from 24 in Q4 2023.
- Funds reported $10.5M of PCM Fund stock for Q1 2024, up 1.2% quarter-over-quarter.
- 5 funds opened new PCM Fund positions in Q1 2024 and 6 closed out, a net change of -1 holder.
- The largest PCM Fund buyer in Q1 2024 was Foundations Investment Advisors, an estimated $189K added.
- The largest PCM Fund seller in Q1 2024 was SOL Capital Management, an estimated $736K sold.
Based on aggregated 13F filings for Q1 2024.