PCM

PCM Fund
PCM

Overview Fund Activity

19 hedge funds and large institutions have $8.28M invested in PCM Fund in 2021 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 3 closing their positions.

Holders
19
Holders Change
-3
Holders Change %
-13.64%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
6
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$930K
2
LPL Financial
2
LPL Financial
California
$207K
3
Bank of America
3
Bank of America
North Carolina
$472K
4
Morgan Stanley
4
Morgan Stanley
New York
$140K
5
UBS Group
5
UBS Group
Switzerland
$26K

Top Sellers

1
IC
1
IEQ Capital
California
$0
2
BF
2
BOK Financial
Oklahoma
$0
3
FFA
3
First Foundation Advisors
California
$1.11M
4
RJA
4
Raymond James & Associates
Florida
$231K
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.98M -$22.2K -1,937 -1%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.36M -$7.53K -657 -0.6%
FFA
3
First Foundation Advisors
California
$1.11M -$86.5K -7,542 -7%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$930K +$271K +23,680 +41%
Bank of America
5
Bank of America
North Carolina
$472K +$37.2K +3,246 +9%
PWA
6
Physician Wealth Advisors
Utah
$403K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$362K +$2.51K +219 +0.7%
HKAM
8
Horizon Kinetics Asset Management
New York
$341K -$16.9K -1,479 -5%
RJA
9
Raymond James & Associates
Florida
$231K -$52.8K -4,618 -19%
LPL Financial
10
LPL Financial
California
$207K +$37.5K +3,275 +22%
Lido Advisors
11
Lido Advisors
California
$197K – – –
KPWS
12
Kestra Private Wealth Services
Texas
$191K – – –
Morgan Stanley
13
Morgan Stanley
New York
$140K +$31.4K +2,731 +29%
Wells Fargo
14
Wells Fargo
California
$127K – – –
CIAS
15
Capital Investment Advisory Services
North Carolina
$115K – – –
APA
16
American Portfolios Advisors
New York
$45.8K – – –
NFG
17
Next Financial Group
Texas
$34K -$215 -19 -0.6%
UBS Group
18
UBS Group
Switzerland
$26K +$17.5K +1,509 +208%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6K – – –
IC
20
IEQ Capital
California
– -$982K -91,520 Closed
BF
21
BOK Financial
Oklahoma
– -$178K -16,553 Closed
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
– -$39K -3,656 Closed