PCM

PCM Fund
PCM

Overview Fund Activity

26 hedge funds and large institutions have $6.23M invested in PCM Fund in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
26
Holders Change
+3
Holders Change %
+13.04%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$274K
2
LCM
2
Landscape Capital Management
New Jersey
$212K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$853K
4
SFS
4
Shaker Financial Services
Virginia
$113K
5
Morgan Stanley
5
Morgan Stanley
New York
$125K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$868K
2
LPL Financial
2
LPL Financial
California
$91K
3
Lido Advisors
3
Lido Advisors
California
$138K
4
HKAM
4
Horizon Kinetics Asset Management
New York
$268K
5
Truist Financial
5
Truist Financial
North Carolina
$106K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.29M 162,037 -627 -0.4%
FFA
2
First Foundation Advisors
California
$868K 109,293 -88,486 -45%
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$853K 107,397 +15,377 +17%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$513K 64,678 +289 +0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$449K 56,410 +56,410 New
Bank of America
6
Bank of America
North Carolina
$411K 51,797 +2,363 +5%
RCM
7
Rivernorth Capital Management
Florida
$274K 34,461 +34,461 New
HKAM
8
Horizon Kinetics Asset Management
New York
$268K 33,751 -6,367 -16%
LCM
9
Landscape Capital Management
New Jersey
$212K 26,683 +26,683 New
RJA
10
Raymond James & Associates
Florida
$187K 23,555 -1,524 -6%
Lido Advisors
11
Lido Advisors
California
$138K 17,112 -10,154 -37%
Morgan Stanley
12
Morgan Stanley
New York
$125K 15,695 +5,329 +51%
SFS
13
Shaker Financial Services
Virginia
$113K 14,200 +14,200 New
Truist Financial
14
Truist Financial
North Carolina
$106K 13,400 -6,200 -32%
WI
15
Wintrust Investments
Illinois
$106K 13,336 -496 -4%
LPL Financial
16
LPL Financial
California
$91K 11,450 -88,039 -88%
Wells Fargo
17
Wells Fargo
California
$84K 10,527 -1,636 -13%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$44K 5,497 -26 -0.5%
APA
19
American Portfolios Advisors
New York
$39.7K 5,000 – –
NFG
20
Next Financial Group
Texas
$25K 3,132 +8 +0.3%
UBS Group
21
UBS Group
Switzerland
$24K 3,058 -3,401 -53%
DWM
22
Darwin Wealth Management
Florida
$8K 1,100 +1,100 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$4K 507 – –
WCG
24
Weaver Consulting Group
California
$2K 300 – –
GSWM
25
Golden State Wealth Management
California
$2K 200 +200 New
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