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PCM

PCM Fund

20 hedge funds and large institutions have $5.77M invested in PCM Fund in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $5.62M → $5.77M (+$151K)

0.3% less ownership

Funds ownership: 6.37%6.08% (-0.3%)

17% less funds holding

Funds holding: 2420 (-4)

50% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
20
Holders Change
-4
Holders Change %
-16.67%
% of All Funds
0.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1
Financial Advocates Investment Management
Washington
$1.56M +$108K +13,973 +8%
NA
2
NewEdge Advisors
Louisiana
$864K -$149K -19,300 -15%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$562K -$2.29K -297 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$421K -$62.2K -8,056 -13%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$386K +$247K +32,000 +196%
HKAM
6
Horizon Kinetics Asset Management
New York
$322K +$121K +15,720 +64%
PWA
7
Physician Wealth Advisors
Utah
$261K
Morgan Stanley
8
Morgan Stanley
New York
$238K -$9.07K -1,174 -4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$217K +$15.9K +2,059 +8%
SCM
10
SOL Capital Management
Maryland
$180K -$27K -3,500 -13%
LPL Financial
11
LPL Financial
California
$157K -$22.9K -2,961 -13%
RJA
12
Raymond James & Associates
Florida
$143K -$77.1K -9,977 -36%
Focus Partners Wealth
13
Focus Partners Wealth
Massachusetts
$135K +$131K +16,901 New
Bank of America
14
Bank of America
North Carolina
$122K -$129K -16,735 -52%
CA
15
CoreCap Advisors
Michigan
$99.6K
GJWM
16
Gilliland Jeter Wealth Management
Arkansas
$43.9K
Wells Fargo
17
Wells Fargo
California
$38.1K -$37.4K -4,844 -50%
CAM
18
Creekmur Asset Management
Illinois
$11K +$324 +42 +3%
UBS Group
19
UBS Group
Switzerland
$7.77K -$93 -12 -1%
FIA
20
FNY Investment Advisers
New York
$2K +$2.32K +300 New
VF
21
Virtu Financial
New York
-$98K -13,206 Closed
FIA
22
Foundations Investment Advisors
Arizona
-$91.8K -12,372 Closed
Jane Street
23
Jane Street
New York
-$88.8K -11,965 Closed
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$76.7K -10,336 Closed
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
-$10K -1,294 Closed

PCM Hedge Fund Activity: Q3 2024 in Review

20 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q3 2024, worth a combined $5.77M — up 2.7% from $5.62M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of PCM and 2 opened new positions — a net loss of 4 holders — while 10 trimmed existing stakes and 5 added.

The largest buyer was Cambridge Investment Research Advisors, adding an estimated $247K. The largest seller was NewEdge Advisors, cutting an estimated $149K.

  • 20 institutional investors held PCM Fund (PCM) as of Q3 2024, down from 24 in Q2 2024.
  • Funds reported $5.77M of PCM Fund stock for Q3 2024, up 2.7% quarter-over-quarter.
  • 2 funds opened new PCM Fund positions in Q3 2024 and 6 closed out, a net change of -4 holders.
  • The largest PCM Fund buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $247K added.
  • The largest PCM Fund seller in Q3 2024 was NewEdge Advisors, an estimated $149K sold.

Based on aggregated 13F filings for Q3 2024.