PCM

PCM Fund
PCM

Overview Fund Activity

24 hedge funds and large institutions have $10.4M invested in PCM Fund in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIA
1
Foundations Investment Advisors
Arizona
$2.94M
2
Morgan Stanley
2
Morgan Stanley
New York
$648K
3
FAIM
3
Financial Advocates Investment Management
Washington
$1.21M
4
MC
4
Moors & Cabot
Massachusetts
$119K
5
FFN
5
Focus Financial Network
Minnesota
$84K

Top Sellers

1
AFG
1
Atomi Financial Group
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$470K
3
Wells Fargo
3
Wells Fargo
California
$249K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
SCM
5
SOL Capital Management
Maryland
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
1
Foundations Investment Advisors
Arizona
$2.94M +$450K +55,772 +18%
NA
2
NewEdge Advisors
Louisiana
$1.22M +$78.1K +9,850 +7%
FAIM
3
Financial Advocates Investment Management
Washington
$1.21M +$200K +25,109 +20%
SCM
4
SOL Capital Management
Maryland
$1.06M -$53K -6,650 -5%
Morgan Stanley
5
Morgan Stanley
New York
$648K +$277K +34,824 +75%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$569K +$48 +6 +0%
Osaic Holdings
7
Osaic Holdings
Arizona
$470K -$228K -28,679 -33%
MML Investors Services
8
MML Investors Services
Massachusetts
$385K +$4.38K +550 +1%
Bank of America
9
Bank of America
North Carolina
$260K -$3.75K -471 -1%
PWA
10
Physician Wealth Advisors
Utah
$255K – – –
Wells Fargo
11
Wells Fargo
California
$249K -$227K -28,509 -48%
RJA
12
Raymond James & Associates
Florida
$211K +$5.49K +690 +3%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$200K -$12K -1,500 -6%
HKAM
14
Horizon Kinetics Asset Management
New York
$195K – – –
MC
15
Moors & Cabot
Massachusetts
$119K +$119K +15,000 New
CA
16
CoreCap Advisors
Michigan
$99.2K – – –
LPL Financial
17
LPL Financial
California
$99K -$51.1K -6,416 -34%
FFN
18
Focus Financial Network
Minnesota
$84K +$84K +10,443 New
ASN
19
Advisory Services Network
Georgia
$68.5K +$68.5K +8,602 New
UBS Group
20
UBS Group
Switzerland
$14.9K +$13.8K +1,737 +1,250%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$8K – – –
FIA
22
FNY Investment Advisers
New York
$2K – – –
CIA
23
Cape Investment Advisory
Georgia
$326 +$326 +41 New
PA
24
Parallel Advisors
California
$110 +$8 +1 +8%
AFG
25
Atomi Financial Group
New York
– -$256K -28,710 Closed
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