PCM Fund
18 hedge funds and large institutions have $9.14M invested in PCM Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 4 closing their positions.
1.8% less ownership
Funds ownership: 8.78% → 6.98% (-1.8%)
5% less funds holding
Funds holding: 19 → 18 (-1)
22% less capital invested
Capital invested by funds: $11.7M → $9.14M (-$2.6M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$1.99M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$91.8K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$73.7K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$41K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$16.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$2.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.18M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$234K |
| 4 |
Morgan Stanley
New York
|
-$230K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$187K |
PCM Hedge Fund Activity: Q1 2018 in Review
18 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2018, worth a combined $9.14M — down 22% from $11.7M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PCM and 3 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 4 added.
The largest buyer was SOL Capital Management, opening a new position worth an estimated $1.99M. The largest seller was Advisor Group, cutting an estimated $2.34M.
- 18 institutional investors held PCM Fund (PCM) as of Q1 2018, down from 19 in Q4 2017.
- Funds reported $9.14M of PCM Fund stock for Q1 2018, down 22% quarter-over-quarter.
- 3 funds opened new PCM Fund positions in Q1 2018 and 4 closed out, a net change of -1 holder.
- The largest PCM Fund buyer in Q1 2018 was SOL Capital Management, an estimated $1.99M added.
- The largest PCM Fund seller in Q1 2018 was Advisor Group, an estimated $2.34M sold.
Based on aggregated 13F filings for Q1 2018.