We are live on ! Find out more
PCM

PCM Fund

21 hedge funds and large institutions have $5.81M invested in PCM Fund in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 2021 (+1)

1% more capital invested

Capital invested by funds: $5.77M → $5.81M (+$42.1K)

0.35% more ownership

Funds ownership: 6.08%6.43% (+0.35%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
21
Holders Change
+1
Holders Change %
+5%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
1
Financial Advocates Investment Management
Washington
$1.66M +$168K +20,950 +11%
NA
2
NewEdge Advisors
Louisiana
$783K -$52.1K -6,500 -6%
SA
3
Sovran Advisors
California
$377K +$461K +57,584 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$372K
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$368K -$181K -22,563 -32%
Osaic Holdings
6
Osaic Holdings
Arizona
$352K -$55.1K -6,870 -13%
HKAM
7
Horizon Kinetics Asset Management
New York
$310K
Morgan Stanley
8
Morgan Stanley
New York
$279K +$52.3K +6,523 +22%
PWA
9
Physician Wealth Advisors
Utah
$249K
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$187K -$22.9K -2,859 -11%
TSS
11
Two Sigma Securities
New York
$152K +$158K +19,743 New
LPL Financial
12
LPL Financial
California
$152K +$288 +36 +0.2%
Raymond James Financial
13
Raymond James Financial
Florida
$137K +$143K +17,803 New
SCM
14
SOL Capital Management
Maryland
$109K -$66.9K -8,350 -37%
CA
15
CoreCap Advisors
Michigan
$96K
Bank of America
16
Bank of America
North Carolina
$95.6K -$22.4K -2,797 -18%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$83.2K +$86.6K +10,807 New
UBS Group
18
UBS Group
Switzerland
$32.2K +$25.7K +3,209 +330%
CAM
19
Creekmur Asset Management
Illinois
$10.9K +$337 +42 +3%
FIA
20
FNY Investment Advisers
New York
$2K
Wells Fargo
21
Wells Fargo
California
$7 -$38.2K -4,772 -100%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
-$135K -16,901 Closed
GJWM
23
Gilliland Jeter Wealth Management
Arkansas
-$43.9K -5,500 Closed

PCM Hedge Fund Activity: Q4 2024 in Review

21 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PCM Fund (PCM) for Q4 2024, worth a combined $5.81M — up 0.73% from $5.77M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PCM positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Financial Advocates Investment Management, adding an estimated $168K. The largest seller was Commonwealth Equity Services, cutting an estimated $181K.

  • 21 institutional investors held PCM Fund (PCM) as of Q4 2024, up from 20 in Q3 2024.
  • Funds reported $5.81M of PCM Fund stock for Q4 2024, up 0.73% quarter-over-quarter.
  • 4 funds opened new PCM Fund positions in Q4 2024 and 2 closed out, a net change of +2 holders.
  • The largest PCM Fund buyer in Q4 2024 was Financial Advocates Investment Management, an estimated $168K added.
  • The largest PCM Fund seller in Q4 2024 was Commonwealth Equity Services, an estimated $181K sold.

Based on aggregated 13F filings for Q4 2024.