PCM

PCM Fund
PCM

Overview Fund Activity

23 hedge funds and large institutions have $8.18M invested in PCM Fund in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
7
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$249K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$585K
3
MAFM
3
Mid Atlantic Financial Management
Pennsylvania
$1.35M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$150K
5
VF
5
Virtu Financial
New York
$120K

Top Sellers

1
FFA
1
First Foundation Advisors
California
$720K
2
Lido Advisors
2
Lido Advisors
California
$0
3
Bank of America
3
Bank of America
North Carolina
$454K
4
SCM
4
SOL Capital Management
Maryland
$1.74M
5
Northern Trust
5
Northern Trust
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.74M 153,600 -4,350 -3%
MAFM
2
Mid Atlantic Financial Management
Pennsylvania
$1.35M 118,845 +13,355 +13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$829K 73,107 – –
FFA
4
First Foundation Advisors
California
$720K 63,456 -29,723 -32%
Osaic Holdings
5
Osaic Holdings
Arizona
$585K 51,594 +14,769 +40%
Bank of America
6
Bank of America
North Carolina
$454K 40,005 -6,653 -14%
PWA
7
Physician Wealth Advisors
Utah
$387K 34,500 – –
RJA
8
Raymond James & Associates
Florida
$328K 28,922 +5,016 +21%
HKAM
9
Horizon Kinetics Asset Management
New York
$312K 27,510 -349 -1%
MML Investors Services
10
MML Investors Services
Massachusetts
$249K 21,922 +21,922 New
LPL Financial
11
LPL Financial
California
$220K 19,350 +187 +1%
KPWS
12
Kestra Private Wealth Services
Texas
$184K 16,177 – –
Morgan Stanley
13
Morgan Stanley
New York
$168K 14,769 +1,585 +12%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$150K 13,218 +13,218 New
VF
15
Virtu Financial
New York
$120K 10,593 +10,593 New
Wells Fargo
16
Wells Fargo
California
$115K 10,096 – –
CIAS
17
Capital Investment Advisory Services
North Carolina
$114K 10,000 – –
UBS Group
18
UBS Group
Switzerland
$50K 4,419 +1,747 +65%
APA
19
American Portfolios Advisors
New York
$45.4K 4,000 – –
NFG
20
Next Financial Group
Texas
$41K 3,648 +10 +0.3%
CI
21
CX Institutional
Indiana
$7K 591 +591 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6K 507 – –
TRCT
23
Tower Research Capital (TRC)
New York
$1K 50 +50 New
Northern Trust
24
Northern Trust
Illinois
– – -85,000 Closed
Lido Advisors
25
Lido Advisors
California
– – -17,112 Closed
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