PCM

PCM Fund
PCM

Overview Fund Activity

25 hedge funds and large institutions have $7.43M invested in PCM Fund in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FAIM
1
Financial Advocates Investment Management
Washington
$920K
2
AWS
2
Atria Wealth Solutions
New York
$266K
3
Wells Fargo
3
Wells Fargo
California
$504K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$170K
5
AAS
5
Ameritas Advisory Services
Nebraska
$18.9K

Top Sellers

1
SC
1
SouthState Corp
Florida
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$451K
3
FFA
3
First Foundation Advisors
California
$167K
4
Morgan Stanley
4
Morgan Stanley
New York
$466K
5
IA
5
IFP Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NA
1
NewEdge Advisors
Louisiana
$1.35M 142,245 – –
SCM
2
SOL Capital Management
Maryland
$1.2M 142,900 -500 -0.3%
FAIM
3
Financial Advocates Investment Management
Washington
$920K 109,252 +44,867 +70%
Wells Fargo
4
Wells Fargo
California
$504K 59,803 +6,909 +13%
Morgan Stanley
5
Morgan Stanley
New York
$466K 55,291 -2,730 -5%
Osaic Holdings
6
Osaic Holdings
Arizona
$451K 53,549 -7,179 -12%
Bank of America
7
Bank of America
North Carolina
$400K 47,463 +2,242 +5%
PWA
8
Physician Wealth Advisors
Utah
$302K 32,330 – –
AWS
9
Atria Wealth Solutions
New York
$266K 31,237 +31,237 New
RJA
10
Raymond James & Associates
Florida
$259K 30,759 +579 +2%
MML Investors Services
11
MML Investors Services
Massachusetts
$255K 30,227 -562 -2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$224K 26,590 – –
HKAM
13
Horizon Kinetics Asset Management
New York
$207K 24,532 – –
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$170K 20,173 +4,297 +27%
FFA
15
First Foundation Advisors
California
$167K 19,854 -4,591 -19%
LPL Financial
16
LPL Financial
California
$123K 14,642 -1,802 -11%
ASN
17
Advisory Services Network
Georgia
$74.1K 8,802 – –
UBS Group
18
UBS Group
Switzerland
$36.6K 4,343 -1,468 -25%
AAS
19
Ameritas Advisory Services
Nebraska
$18.9K 2,250 +2,250 New
HCM
20
Hollencrest Capital Management
California
$17.7K 2,100 +2,100 New
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$10K 1,208 +1,208 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$9K 1,057 +1,057 New
FIA
23
FNY Investment Advisers
New York
$2K 300 – –
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$605 71,906 +210 +0.3%
PA
25
Parallel Advisors
California
$149 17 +17 New
1
2