PCM Fund
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.
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.81% less ownership
Funds ownership: 7.01% → 6.2% (-0.81%)
6% less capital invested
Capital invested by funds: $8.76M → $8.28M (-$483K)
14% less funds holding
Funds holding: 22 → 19 (-3)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$266K |
| 2 |
LPL Financial
San Diego,
California
|
+$36.8K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$36.5K |
| 4 |
Morgan Stanley
New York
|
+$30.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
IEQ Capital
Foster City,
California
|
-$982K |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$178K |
| 3 |
FFA
First Foundation Advisors
Irvine,
California
|
-$84.8K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$51.9K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$39K |
PCM Hedge Fund Activity: Q1 2021 in Review
19 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q1 2021, worth a combined $8.28M — down 5.5% from $8.76M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of PCM and 0 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 6 added.
The largest buyer was Commonwealth Equity Services, adding an estimated $266K. The largest seller was IEQ Capital, exiting entirely with an estimated $982K sold.
- 19 institutional investors held PCM Fund (PCM) as of Q1 2021, down from 22 in Q4 2020.
- Funds reported $8.28M of PCM Fund stock for Q1 2021, down 5.5% quarter-over-quarter.
- 0 funds opened new PCM Fund positions in Q1 2021 and 3 closed out, a net change of -3 holders.
- The largest PCM Fund buyer in Q1 2021 was Commonwealth Equity Services, an estimated $266K added.
- The largest PCM Fund seller in Q1 2021 was IEQ Capital, an estimated $982K sold.
Based on aggregated 13F filings for Q1 2021.