PCM

PCM Fund
PCM

Overview Fund Activity

20 hedge funds and large institutions have $17.4M invested in PCM Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
4
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.15M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$64K
3
Wells Fargo
3
Wells Fargo
California
$144K
4
IA
4
IFP Advisors
Florida
$36K
5
Citigroup
5
Citigroup
New York
$16K

Top Sellers

1
LTFS
1
Ladenburg Thalmann Financial Services
Florida
$401K
2
FFA
2
First Foundation Advisors
California
$7.55M
3
GC
3
Guggenheim Capital
Illinois
$506K
4
HK
4
Horizon Kinetics
New York
$2.4M
5
UBS Group
5
UBS Group
Switzerland
$48K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$7.55M 672,541 -18,695 -3%
AG
2
Advisor Group
Arizona
$2.84M 252,715 -1,275 -0.5%
HK
3
Horizon Kinetics
New York
$2.4M 213,466 -5,373 -2%
Bank of America
4
Bank of America
North Carolina
$1.15M 102,108 +90,458 +776%
Morgan Stanley
5
Morgan Stanley
New York
$647K 57,607 -3,586 -6%
Bessemer Group
6
Bessemer Group
New Jersey
$640K 57,011 – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$562K 50,036 +579 +1%
GC
8
Guggenheim Capital
Illinois
$506K 45,039 -7,488 -14%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$401K 35,679 -20,315 -36%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$178K 15,850 – –
RJA
11
Raymond James & Associates
Florida
$177K 15,774 – –
Wells Fargo
12
Wells Fargo
California
$144K 12,796 +3,000 +31%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$64K 5,700 +5,700 New
UBS Group
14
UBS Group
Switzerland
$48K 4,266 -3,971 -48%
NSIM
15
North Star Investment Management
Illinois
$39K 3,500 – –
IA
16
IFP Advisors
Florida
$36K 3,216 +2,316 +257%
Citigroup
17
Citigroup
New York
$16K 1,405 +1,405 New
Creative Planning
18
Creative Planning
Kansas
$15K 1,300 +1,300 New
NFG
19
Next Financial Group
Texas
$7K 625 – –
TCM
20
Tradewinds Capital Management
Washington
$5K 455 +455 New
WP
21
WealthPLAN Partners
Nebraska
– – -1,000 Closed