PCM

PCM Fund
PCM

Overview Fund Activity

25 hedge funds and large institutions have $11.2M invested in PCM Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.75M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$781K
3
AFG
3
Atomi Financial Group
New York
$256K
4
FAIM
4
Financial Advocates Investment Management
Washington
$1.13M
5
Bank of America
5
Bank of America
North Carolina
$294K

Top Sellers

1
AWS
1
Atria Wealth Solutions
New York
$0
2
NA
2
NewEdge Advisors
Louisiana
$1.28M
3
Morgan Stanley
3
Morgan Stanley
New York
$414K
4
UBS Group
4
UBS Group
Switzerland
$1.24K
5
SCM
5
SOL Capital Management
Maryland
$1.24M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$2.75M 308,860 +42,088 +16%
NA
2
NewEdge Advisors
Louisiana
$1.28M 143,645 -10,500 -7%
SCM
3
SOL Capital Management
Maryland
$1.24M 139,400 -1,500 -1%
FAIM
4
Financial Advocates Investment Management
Washington
$1.13M 127,444 +11,187 +10%
Osaic Holdings
5
Osaic Holdings
Arizona
$781K 87,753 +30,622 +54%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$636K 71,458 +303 +0.4%
Wells Fargo
7
Wells Fargo
California
$532K 59,805 – –
MML Investors Services
8
MML Investors Services
Massachusetts
$425K 47,804 +5,829 +14%
Morgan Stanley
9
Morgan Stanley
New York
$414K 46,548 -6,748 -13%
Bank of America
10
Bank of America
North Carolina
$294K 33,082 +8,737 +36%
PWA
11
Physician Wealth Advisors
Utah
$279K 32,330 – –
AFG
12
Atomi Financial Group
New York
$256K 28,710 +28,710 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$237K 26,590 – –
RJA
14
Raymond James & Associates
Florida
$230K 25,831 +894 +4%
HKAM
15
Horizon Kinetics Asset Management
New York
$218K 24,532 – –
LPL Financial
16
LPL Financial
California
$168K 18,856 +4,511 +31%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$155K 17,451 +1,164 +7%
CA
18
CoreCap Advisors
Michigan
$111K 12,465 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9K 1,057 – –
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$6K 723 – –
TRCT
21
Tower Research Capital (TRC)
New York
$3.36K 377 +377 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$2.08K 234 +234 New
FIA
23
FNY Investment Advisers
New York
$2K 300 – –
UBS Group
24
UBS Group
Switzerland
$1.24K 139 -1,861 -93%
PA
25
Parallel Advisors
California
$119 13 -5 -28%
1
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