PCM Fund
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.
0.35% more ownership
Funds ownership: 6.81% → 7.16% (+0.35%)
4% less capital invested
Capital invested by funds: $8.11M → $7.76M (-$351K)
8% less funds holding
Funds holding: 24 → 22 (-2)
13% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 8
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$397K |
| 2 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
+$156K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$133K |
| 4 |
Morgan Stanley
New York
|
+$77.4K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$47.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$163K |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$109K |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$36.1K |
| 4 |
LPL Financial
San Diego,
California
|
-$31K |
| 5 |
SCM
SOL Capital Management
Rockville,
Maryland
|
-$22.1K |
PCM Hedge Fund Activity: Q2 2022 in Review
22 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q2 2022, worth a combined $7.76M — down 4.3% from $8.11M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PCM and 2 opened new positions — a net loss of 2 holders — while 8 trimmed existing stakes and 7 added.
The largest buyer was Wells Fargo, adding an estimated $397K. The largest seller was Kestra Private Wealth Services, exiting entirely with an estimated $163K sold.
- 22 institutional investors held PCM Fund (PCM) as of Q2 2022, down from 24 in Q1 2022.
- Funds reported $7.76M of PCM Fund stock for Q2 2022, down 4.3% quarter-over-quarter.
- 2 funds opened new PCM Fund positions in Q2 2022 and 4 closed out, a net change of -2 holders.
- The largest PCM Fund buyer in Q2 2022 was Wells Fargo, an estimated $397K added.
- The largest PCM Fund seller in Q2 2022 was Kestra Private Wealth Services, an estimated $163K sold.
Based on aggregated 13F filings for Q2 2022.