PIMCO Global StockPLUS & Income Fund
PGP
26 hedge funds and large institutions have $8.94M invested in PIMCO Global StockPLUS & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
8% more funds holding
Funds holding: 24 → 26 (+2)
0.64% less ownership
Funds ownership: 5.2% → 4.57% (-0.64%)
9% less capital invested
Capital invested by funds: $9.78M → $8.94M (-$842K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$853K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$364K |
| 3 |
VKH
Virtu KCG Holdings
New York
|
+$271K |
| 4 |
Morgan Stanley
New York
|
+$153K |
| 5 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$2.42M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$195K |
| 3 |
FFC
First Financial Corp
Terre Haute,
Indiana
|
-$124K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$111K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$78.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
26
Penserra Capital Management
Orinda,
California
| $2K | +$260 | +14 | +9% |
|
|
FFC
27
First Financial Corp
Terre Haute,
Indiana
| – | -$124K | -7,115 | Closed |
|
28
Creative Planning
Overland Park,
Kansas
| – | -$12K | -683 | Closed |
|
PGP Hedge Fund Activity: Q2 2017 in Review
26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2017, worth a combined $8.94M — down 8.6% from $9.78M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGP positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $853K. The largest seller was LPL Financial, cutting an estimated $2.42M.
- 26 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2017, up from 24 in Q1 2017.
- Funds reported $8.94M of PIMCO Global StockPLUS & Income Fund stock for Q2 2017, down 8.6% quarter-over-quarter.
- 4 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2017 and 2 closed out, a net change of +2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $853K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.42M sold.
Based on aggregated 13F filings for Q2 2017.