PCM Fund
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.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
0.22% less ownership
Funds ownership: 6.75% → 6.53% (-0.22%)
11% less capital inflows, than outflows
Capital inflows: $982K | Capital outflows: $1.11M
15% less funds holding
Funds holding: 26 → 22 (-4)
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Physician Wealth Advisors
Midvale,
Utah
|
+$309K |
| 2 |
Davenport & Co
Richmond,
Virginia
|
+$226K |
| 3 |
BOK Financial
Tulsa,
Oklahoma
|
+$148K |
| 4 |
SOL Capital Management
Rockville,
Maryland
|
+$90.4K |
| 5 |
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$67.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$274K |
| 2 |
Landscape Capital Management
Englewood,
New Jersey
|
-$212K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$178K |
| 4 |
Shaker Financial Services
Arlington,
Virginia
|
-$113K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$106K |
PCM Hedge Fund Activity: Q2 2020 in Review
22 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q2 2020, worth a combined $7.16M — up 15% from $6.23M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of PCM and 4 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Physician Wealth Advisors, opening a new position worth an estimated $309K. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $274K sold.
- 22 institutional investors held PCM Fund (PCM) as of Q2 2020, down from 26 in Q1 2020.
- Funds reported $7.16M of PCM Fund stock for Q2 2020, up 15% quarter-over-quarter.
- 4 funds opened new PCM Fund positions in Q2 2020 and 8 closed out, a net change of -4 holders.
- The largest PCM Fund buyer in Q2 2020 was Physician Wealth Advisors, an estimated $309K added.
- The largest PCM Fund seller in Q2 2020 was Rivernorth Capital Management, an estimated $274K sold.
Based on aggregated 13F filings for Q2 2020.