PIMCO Global StockPLUS & Income Fund
PGP
28 hedge funds and large institutions have $8.96M invested in PIMCO Global StockPLUS & Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
27% more funds holding
Funds holding: 22 → 28 (+6)
14% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 7
6% more capital invested
Capital invested by funds: $8.47M → $8.96M (+$487K)
0.7% more ownership
Funds ownership: 4.75% → 5.45% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$785K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$461K |
| 3 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$224K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$34.2K |
| 5 |
Citigroup
New York
|
+$16.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$263K |
| 2 |
Morgan Stanley
New York
|
-$58.4K |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$31.5K |
| 4 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
-$31K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
-$21.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
26
Calton & Associates
Tampa,
Florida
| $5K | +$6.05K | +374 | New |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $3.85K | +$4.04K | +250 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| – | -$31K | -1,900 | Closed |
|
PGP Hedge Fund Activity: Q4 2017 in Review
28 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2017, worth a combined $8.96M — up 5.7% from $8.47M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGP positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $785K. The largest seller was Traynor Capital Management, cutting an estimated $263K.
- 28 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2017, up from 22 in Q3 2017.
- Funds reported $8.96M of PIMCO Global StockPLUS & Income Fund stock for Q4 2017, up 5.7% quarter-over-quarter.
- 7 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2017 and 1 closed out, a net change of +6 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2017 was LPL Financial, an estimated $785K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2017 was Traynor Capital Management, an estimated $263K sold.
Based on aggregated 13F filings for Q4 2017.