PCM

PCM Fund
PCM

Overview Fund Activity

22 hedge funds and large institutions have $7.76M invested in PCM Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
-2
Holders Change %
-8.33%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
8
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$505K
2
FAIM
2
Financial Advocates Investment Management
Washington
$355K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$122K
4
Morgan Stanley
4
Morgan Stanley
New York
$497K
5
Bank of America
5
Bank of America
North Carolina
$558K

Top Sellers

1
KPWS
1
Kestra Private Wealth Services
Texas
$0
2
ASN
2
Advisory Services Network
Georgia
$0
3
NA
3
NewEdge Advisors
Louisiana
$1.26M
4
LPL Financial
4
LPL Financial
California
$152K
5
PWA
5
Physician Wealth Advisors
Utah
$319K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1
SOL Capital Management
Maryland
$1.39M -$20.3K -2,200 -1%
NA
2
NewEdge Advisors
Louisiana
$1.26M -$33.3K -3,600 -3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$680K -$6K -649 -0.9%
Bank of America
4
Bank of America
North Carolina
$558K +$43.5K +4,699 +8%
Wells Fargo
5
Wells Fargo
California
$505K +$365K +39,531 +262%
Morgan Stanley
6
Morgan Stanley
New York
$497K +$71.4K +7,712 +17%
Osaic Holdings
7
Osaic Holdings
Arizona
$434K +$3.52K +380 +0.8%
FAIM
8
Financial Advocates Investment Management
Washington
$355K +$144K +15,578 +68%
PWA
9
Physician Wealth Advisors
Utah
$319K -$21.4K -2,170 -6%
FFA
10
First Foundation Advisors
California
$286K -$18.2K -1,968 -6%
MML Investors Services
11
MML Investors Services
Massachusetts
$273K +$12.2K +1,321 +5%
RJA
12
Raymond James & Associates
Florida
$259K -$16.2K -1,747 -6%
HKAM
13
Horizon Kinetics Asset Management
New York
$232K -$10.8K -1,166 -4%
SC
14
SouthState Corp
Florida
$153K – – –
LPL Financial
15
LPL Financial
California
$152K -$28.6K -3,089 -16%
CA
16
CoreCap Advisors
Michigan
$135K – – –
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$122K +$122K +13,238 New
IA
18
IFP Advisors
Florida
$88K – – –
APA
19
American Portfolios Advisors
New York
$37K – – –
UBS Group
20
UBS Group
Switzerland
$14K +$13.7K +1,489 +4,653%
CI
21
CX Institutional
Indiana
$5K +$5K +591 New
FIA
22
FNY Investment Advisers
New York
$2K – – –
KPWS
23
Kestra Private Wealth Services
Texas
– -$163K -15,971 Closed
ASN
24
Advisory Services Network
Georgia
– -$109K -10,695 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
– -$5K -507 Closed