PCM

PCM Fund
PCM

Overview Fund Activity

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.

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
–

Top Buyers

1
IC
1
IEQ Capital
California
$982K
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.28M
3
LPL Financial
3
LPL Financial
California
$159K
4
RJA
4
Raymond James & Associates
Florida
$266K
5
FFA
5
First Foundation Advisors
California
$1.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$407K
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$39K
3
NFG
3
Next Financial Group
Texas
$32K
4
Morgan Stanley
4
Morgan Stanley
New York
$101K
5
WCG
5
Weaver Consulting Group
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.87M 174,637 – –
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.28M 119,447 +1,900 +2%
FFA
3
First Foundation Advisors
California
$1.12M 104,724 +90 +0.1%
IC
4
IEQ Capital
California
$982K 91,520 +91,520 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$617K 57,557 – –
Bank of America
6
Bank of America
North Carolina
$407K 37,943 -19,396 -34%
PWA
7
Physician Wealth Advisors
Utah
$387K 34,500 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$337K 31,389 -232 -0.7%
HKAM
9
Horizon Kinetics Asset Management
New York
$335K 31,256 – –
RJA
10
Raymond James & Associates
Florida
$266K 24,806 +402 +2%
Lido Advisors
11
Lido Advisors
California
$184K 17,112 – –
KPWS
12
Kestra Private Wealth Services
Texas
$179K 16,677 – –
BF
13
BOK Financial
Oklahoma
$178K 16,553 – –
LPL Financial
14
LPL Financial
California
$159K 14,791 +1,196 +9%
Wells Fargo
15
Wells Fargo
California
$119K 11,096 – –
CIAS
16
Capital Investment Advisory Services
North Carolina
$107K 10,000 – –
Morgan Stanley
17
Morgan Stanley
New York
$101K 9,442 -512 -5%
APA
18
American Portfolios Advisors
New York
$42.9K 4,000 – –
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$39K 3,656 -4,072 -53%
NFG
20
Next Financial Group
Texas
$32K 3,026 -984 -25%
UBS Group
21
UBS Group
Switzerland
$8K 727 +27 +4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5K 507 – –
WCG
23
Weaver Consulting Group
California
– – -300 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –