PCM

PCM Fund

24 hedge funds and large institutions have $11.3M invested in PCM Fund in 2023 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
7
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$2.57M 266,772 +266,772 New
NA
2
NewEdge Advisors
Louisiana
$1.48M 154,145 +11,900 +8%
SCM
3
SOL Capital Management
Maryland
$1.36M 140,900 -2,000 -1%
FAIM
4
Financial Advocates Investment Management
Washington
$1.12M 116,257 +7,005 +6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$685K 71,155 -751 -1%
Wells Fargo
6
Wells Fargo
California
$576K 59,805 +2 +0%
Osaic Holdings
7
Osaic Holdings
Arizona
$550K 57,131 +3,582 +7%
Morgan Stanley
8
Morgan Stanley
New York
$513K 53,296 -1,995 -4%
MML Investors Services
9
MML Investors Services
Massachusetts
$404K 41,975 +11,748 +39%
PWA
10
Physician Wealth Advisors
Utah
$322K 32,330
AWS
11
Atria Wealth Solutions
New York
$308K 31,742 +505 +2%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$256K 26,590
RJA
13
Raymond James & Associates
Florida
$240K 24,937 -5,822 -19%
HKAM
14
Horizon Kinetics Asset Management
New York
$236K 24,532
Bank of America
15
Bank of America
North Carolina
$234K 24,345 -23,118 -49%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$157K 16,287 -3,886 -19%
LPL Financial
17
LPL Financial
California
$138K 14,345 -297 -2%
CA
18
CoreCap Advisors
Michigan
$120K 12,465 +12,465 New
UBS Group
19
UBS Group
Switzerland
$19.3K 2,000 -2,343 -54%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10K 1,057
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$7K 723 -485 -40%
HCM
22
Hollencrest Capital Management
California
$4.82K 500 -1,600 -76%
FIA
23
FNY Investment Advisers
New York
$2K 300
PA
24
Parallel Advisors
California
$175 18 +1 +6%
FFA
25
First Foundation Advisors
California
-19,854 Closed