PCM

PCM Fund
PCM

Overview Fund Activity

22 hedge funds and large institutions have $7.53M invested in PCM Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CIAS
1
Capital Investment Advisory Services
North Carolina
$101K
2
NFG
2
Next Financial Group
Texas
$41K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$1.18M
4
SCM
4
SOL Capital Management
Maryland
$1.77M
5
LPL Financial
5
LPL Financial
California
$138K

Top Sellers

1
DC
1
Davenport & Co
Virginia
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$582K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$320K
4
CAN
4
Cetera Advisor Networks
California
$0
5
UBS Group
5
UBS Group
Switzerland
$7K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.77M 174,637 +2,500 +1%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.18M 117,547 +2,600 +2%
FFA
3
First Foundation Advisors
California
$1.06M 104,634 -3,704 -3%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$582K 57,557 -7,020 -11%
Bank of America
5
Bank of America
North Carolina
$580K 57,339 +4 +0%
PWA
6
Physician Wealth Advisors
Utah
$339K 34,500 – –
Osaic Holdings
7
Osaic Holdings
Arizona
$320K 31,621 -4,851 -13%
HKAM
8
Horizon Kinetics Asset Management
New York
$316K 31,256 -118 -0.4%
RJA
9
Raymond James & Associates
Florida
$247K 24,404 +416 +2%
Lido Advisors
10
Lido Advisors
California
$175K 17,112 – –
KPWS
11
Kestra Private Wealth Services
Texas
$169K 16,677 +16,677 New
BF
12
BOK Financial
Oklahoma
$168K 16,553 – –
LPL Financial
13
LPL Financial
California
$138K 13,595 +1,505 +12%
Wells Fargo
14
Wells Fargo
California
$112K 11,096 – –
Morgan Stanley
15
Morgan Stanley
New York
$101K 9,954 -926 -9%
CIAS
16
Capital Investment Advisory Services
North Carolina
$101K 10,000 +10,000 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$78K 7,728 – –
NFG
18
Next Financial Group
Texas
$41K 4,010 +4,010 New
APA
19
American Portfolios Advisors
New York
$40.5K 4,000 – –
UBS Group
20
UBS Group
Switzerland
$7K 700 -3,978 -85%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5K 507 – –
WCG
22
Weaver Consulting Group
California
$3K 300 – –
DC
23
Davenport & Co
Virginia
– – -25,250 Closed
CAN
24
Cetera Advisor Networks
California
– – -4,720 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
– – -1 Closed
1
2