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PCM

PCM Fund
PCM

17 hedge funds and large institutions have $15.3M invested in PCM Fund in 2017 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

0% more funds holding

Funds holding: 17 → 17 (0)

1.06% less ownership

Funds ownership: 14.1% → 13.04% (-1.1%)

6% less capital invested

Capital invested by funds: $16.3M → $15.3M (-$972K)

Holders
17
Holders Change
–
Holders Change %
0%
% of All Funds
0.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
5
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$119K
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$117K
3
Bank of America
Bank of America
North Carolina
+$59.6K
4
Morgan Stanley
Morgan Stanley
New York
+$28.3K
5
UBS Group
UBS Group
Switzerland
+$8.96K

Top Sellers

Rank Fund Capital Flow
1
FFA
First Foundation Advisors
California
-$997K
2
GC
Guggenheim Capital
Illinois
-$349K
3
HK
Horizon Kinetics
New York
-$169K
4
AG
Advisor Group
Arizona
-$38.4K
5
NFG
Next Financial Group
Texas
-$14.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1
First Foundation Advisors
California
$7.02M -$997K -97,864 -12%
AG
2
Advisor Group
Arizona
$2.58M -$38.4K -3,772 -1%
HK
3
Horizon Kinetics
New York
$2.22M -$169K -16,596 -7%
Morgan Stanley
4
Morgan Stanley
New York
$621K +$28.3K +2,779 +5%
Bessemer Group
5
Bessemer Group
New Jersey
$579K – – –
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$568K +$6.29K +617 +1%
GC
7
Guggenheim Capital
Illinois
$533K -$349K -34,235 -39%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$502K +$119K +11,650 +31%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$161K +$117K +11,450 +260%
RJA
10
Raymond James & Associates
Florida
$160K +$255 +25 +0.2%
Bank of America
11
Bank of America
North Carolina
$118K +$59.6K +5,850 +101%
Wells Fargo
12
Wells Fargo
California
$99K – – –
UBS Group
13
UBS Group
Switzerland
$84K +$8.96K +879 +12%
NSIM
14
North Star Investment Management
Illinois
$36K – – –
WP
15
WealthPLAN Partners
Nebraska
$10.3K +$10.2K +1,000 New
IA
16
IFP Advisors
Florida
$9K – – –
NFG
17
Next Financial Group
Texas
$6K -$14.9K -1,465 -70%

PCM Hedge Fund Activity: Q1 2017 in Review

17 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2017, worth a combined $15.3M — down 6% from $16.3M a quarter earlier.

Buyers outnumbered sellers: 1 fund opened new PCM positions and 0 closed out — a net gain of 1 holder — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $119K. The largest seller was First Foundation Advisors, cutting an estimated $997K.

  • 17 institutional investors held PCM Fund (PCM) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $15.3M of PCM Fund stock for Q1 2017, down 6% quarter-over-quarter.
  • 1 fund opened new PCM Fund positions in Q1 2017 and 0 closed out, a net change of +1 holder.
  • The largest PCM Fund buyer in Q1 2017 was Commonwealth Equity Services, an estimated $119K added.
  • The largest PCM Fund seller in Q1 2017 was First Foundation Advisors, an estimated $997K sold.

Based on aggregated 13F filings for Q1 2017.