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PCM

PCM Fund

22 hedge funds and large institutions have $8.76M invested in PCM Fund in 2020 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $7.53M → $8.76M (+$1.24M)

0.6% more ownership

Funds ownership: 6.41%7.01% (+0.6%)

0% more funds holding

Funds holding: 2222 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
22
Holders Change
Holders Change %
0%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
SOL Capital Management
Maryland
$1.87M
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.28M +$19.6K +1,900 +2%
FFA
3
First Foundation Advisors
California
$1.12M +$928 +90 +0.1%
IC
4
IEQ Capital
California
$982K +$943K +91,520 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$617K
Bank of America
6
Bank of America
North Carolina
$407K -$200K -19,396 -34%
PWA
7
Physician Wealth Advisors
Utah
$387K
Osaic Holdings
8
Osaic Holdings
Arizona
$337K -$2.39K -232 -0.7%
HKAM
9
Horizon Kinetics Asset Management
New York
$335K
RJA
10
Raymond James & Associates
Florida
$266K +$4.14K +402 +2%
Lido Advisors
11
Lido Advisors
California
$184K
KPWS
12
Kestra Private Wealth Services
Texas
$179K
BF
13
BOK Financial
Oklahoma
$178K
LPL Financial
14
LPL Financial
California
$159K +$12.3K +1,196 +9%
Wells Fargo
15
Wells Fargo
California
$119K
CIAS
16
Capital Investment Advisory Services
North Carolina
$107K
Morgan Stanley
17
Morgan Stanley
New York
$101K -$5.28K -512 -5%
APA
18
American Portfolios Advisors
New York
$42.9K
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$39K -$42K -4,072 -53%
NFG
20
Next Financial Group
Texas
$32K -$10.1K -984 -25%
UBS Group
21
UBS Group
Switzerland
$8K +$278 +27 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K
WCG
23
Weaver Consulting Group
California
-$3K -300 Closed

PCM Hedge Fund Activity: Q4 2020 in Review

22 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q4 2020, worth a combined $8.76M — up 16% from $7.53M a quarter earlier.

Fund positioning in PCM was balanced in Q4 2020: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 5 trimmed.

The largest buyer was IEQ Capital, opening a new position worth an estimated $943K. The largest seller was Bank of America, cutting an estimated $200K.

  • 22 institutional investors held PCM Fund (PCM) as of Q4 2020, unchanged from Q3 2020.
  • Funds reported $8.76M of PCM Fund stock for Q4 2020, up 16% quarter-over-quarter.
  • 1 fund opened new PCM Fund positions in Q4 2020 and 1 closed out, a net change of 0 holders.
  • The largest PCM Fund buyer in Q4 2020 was IEQ Capital, an estimated $943K added.
  • The largest PCM Fund seller in Q4 2020 was Bank of America, an estimated $200K sold.

Based on aggregated 13F filings for Q4 2020.