PCM

PCM Fund
PCM

Overview Fund Activity

20 hedge funds and large institutions have $8.26M invested in PCM Fund in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 0 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
7
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$554K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$437K
3
RJA
3
Raymond James & Associates
Florida
$284K
4
LPL Financial
4
LPL Financial
California
$227K
5
Morgan Stanley
5
Morgan Stanley
New York
$156K

Top Sellers

1
SCM
1
SOL Capital Management
Maryland
$1.88M
2
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.25M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$867K
4
FFA
4
First Foundation Advisors
California
$1.11M
5
HKAM
5
Horizon Kinetics Asset Management
New York
$331K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.88M 157,950 -14,750 -9%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.25M 105,490 -13,300 -11%
FFA
3
First Foundation Advisors
California
$1.11M 93,179 -4,003 -4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$867K 73,107 -8,130 -10%
Bank of America
5
Bank of America
North Carolina
$554K 46,658 +5,469 +13%
Osaic Holdings
6
Osaic Holdings
Arizona
$437K 36,825 +5,217 +17%
PWA
7
Physician Wealth Advisors
Utah
$399K 34,500 – –
HKAM
8
Horizon Kinetics Asset Management
New York
$331K 27,859 -1,918 -6%
RJA
9
Raymond James & Associates
Florida
$284K 23,906 +3,718 +18%
LPL Financial
10
LPL Financial
California
$227K 19,163 +1,097 +6%
Lido Advisors
11
Lido Advisors
California
$204K 17,112 – –
KPWS
12
Kestra Private Wealth Services
Texas
$192K 16,177 -500 -3%
Morgan Stanley
13
Morgan Stanley
New York
$156K 13,184 +1,011 +8%
Wells Fargo
14
Wells Fargo
California
$120K 10,096 -1,000 -9%
CIAS
15
Capital Investment Advisory Services
North Carolina
$119K 10,000 – –
APA
16
American Portfolios Advisors
New York
$47.5K 4,000 – –
NFG
17
Next Financial Group
Texas
$43K 3,638 +631 +21%
UBS Group
18
UBS Group
Switzerland
$32K 2,672 +436 +19%
Northern Trust
19
Northern Trust
Illinois
$10K 85,000 +85,000 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$6K 507 – –
CFGS
21
Concourse Financial Group Securities
Alabama
– – – –