PCM

PCM Fund
PCM

Overview Fund Activity

24 hedge funds and large institutions have $10M invested in PCM Fund in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$304K
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.12M
3
WI
3
Wintrust Investments
Illinois
$154K
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$61K
5
FIA
5
FNY Investment Advisers
New York
$37K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$536K
2
AG
2
Advisor Group
Arizona
$223K
3
LPL Financial
3
LPL Financial
California
$933K
4
Wells Fargo
4
Wells Fargo
California
$135K
5
BF
5
BOK Financial
Oklahoma
$124K
Name Market Value Shares Shares
Change 		Shares
Change %
FFA
1
First Foundation Advisors
California
$2.45M 219,869 -1,024 -0.5%
SCM
2
SOL Capital Management
Maryland
$1.81M 162,687 -500 -0.3%
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$1.12M 100,895 +19,520 +24%
LPL Financial
4
LPL Financial
California
$933K 83,939 -27,080 -24%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$707K 63,598 +1,421 +2%
HKAM
6
Horizon Kinetics Asset Management
New York
$586K 52,695 -3,300 -6%
Bank of America
7
Bank of America
North Carolina
$536K 48,201 -95,656 -66%
Lido Advisors
8
Lido Advisors
California
$304K 27,266 +27,266 New
RJA
9
Raymond James & Associates
Florida
$271K 24,362 +899 +4%
AG
10
Advisor Group
Arizona
$223K 20,091 -76,907 -79%
BTS
11
BB&T Securities
Virginia
$207K 18,600 +1,000 +6%
Morgan Stanley
12
Morgan Stanley
New York
$178K 16,035 -4,014 -20%
WI
13
Wintrust Investments
Illinois
$154K 13,822 +13,822 New
Wells Fargo
14
Wells Fargo
California
$135K 12,163 -5,700 -32%
BF
15
BOK Financial
Oklahoma
$124K 11,186 -4,843 -30%
UBS Group
16
UBS Group
Switzerland
$62K 5,617 +455 +9%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$61K 5,523 +5,523 New
APA
18
American Portfolios Advisors
New York
$55.6K 5,000 – –
FIA
19
FNY Investment Advisers
New York
$37K 3,372 +3,210 +1,981%
NFG
20
Next Financial Group
Texas
$24K 2,198 +43 +2%
NSIM
21
North Star Investment Management
Illinois
$22K 2,000 +2,000 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6K 507 – –
WCG
23
Weaver Consulting Group
California
$3K 300 – –
GSWM
24
Golden State Wealth Management
California
$2K 200 +200 New
FHA
25
Flagship Harbor Advisors
Massachusetts
– – -400 Closed
1
2