PCM

PCM Fund
PCM

Overview Fund Activity

22 hedge funds and large institutions have $7.16M invested in PCM Fund in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
22
Holders Change
-4
Holders Change %
-15.38%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWA
1
Physician Wealth Advisors
Utah
$338K
2
DC
2
Davenport & Co
Virginia
$238K
3
BF
3
BOK Financial
Oklahoma
$156K
4
SCM
4
SOL Capital Management
Maryland
$1.62M
5
MAFM
5
Mid Atlantic Financial Management
Pennsylvania
$1.08M

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
LCM
2
Landscape Capital Management
New Jersey
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$344K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
WI
5
Wintrust Investments
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.62M 172,137 +10,100 +6%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.08M 114,947 +7,550 +7%
FFA
3
First Foundation Advisors
California
$1.02M 108,338 -955 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$608K 64,577 -101 -0.2%
Bank of America
5
Bank of America
North Carolina
$540K 57,335 +5,538 +11%
Osaic Holdings
6
Osaic Holdings
Arizona
$344K 36,472 -19,938 -35%
PWA
7
Physician Wealth Advisors
Utah
$338K 34,500 +34,500 New
HKAM
8
Horizon Kinetics Asset Management
New York
$296K 31,374 -2,377 -7%
DC
9
Davenport & Co
Virginia
$238K 25,250 +25,250 New
RJA
10
Raymond James & Associates
Florida
$226K 23,988 +433 +2%
Lido Advisors
11
Lido Advisors
California
$163K 17,112 – –
BF
12
BOK Financial
Oklahoma
$156K 16,553 +16,553 New
LPL Financial
13
LPL Financial
California
$114K 12,090 +640 +6%
Wells Fargo
14
Wells Fargo
California
$105K 11,096 +569 +5%
Morgan Stanley
15
Morgan Stanley
New York
$102K 10,880 -4,815 -31%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$73K 7,728 +2,231 +41%
UBS Group
17
UBS Group
Switzerland
$44K 4,678 +1,620 +53%
CAN
18
Cetera Advisor Networks
California
$44K 4,720 +4,720 New
APA
19
American Portfolios Advisors
New York
$37.7K 4,000 -1,000 -20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5K 507 – –
WCG
21
Weaver Consulting Group
California
$3K 300 – –
RCM
22
Rivernorth Capital Management
Florida
– – -34,461 Closed
LCM
23
Landscape Capital Management
New Jersey
– – -26,683 Closed
SFS
24
Shaker Financial Services
Virginia
– – -14,200 Closed
Truist Financial
25
Truist Financial
North Carolina
– – -13,400 Closed
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