PIMCO Global StockPLUS & Income Fund
PGP
25 hedge funds and large institutions have $8.59M invested in PIMCO Global StockPLUS & Income Fund in 2019 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 1 reducing their positions, and 5 closing their positions.
1,400% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 1
50% more capital invested
Capital invested by funds: $5.71M → $8.59M (+$2.87M)
0.81% more ownership
Funds ownership: 4.53% → 5.34% (+0.81%)
11% less funds holding
Funds holding: 28 → 25 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$483K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$337K |
| 3 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
+$276K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$103K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$86.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$93K |
| 2 |
RCG
Ruggie Capital Group
Tavares,
Florida
|
-$93K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
-$4K |
| 4 |
Morgan Stanley
New York
|
-$1.54K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$14 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$93K | -8,000 | Closed |
|
|
RCG
27
Ruggie Capital Group
Tavares,
Florida
| – | -$93K | -8,000 | Closed |
|
|
NFG
28
Next Financial Group
Houston,
Texas
| – | -$4K | -350 | Closed |
|
|
29
Wells Fargo
San Francisco,
California
| – | -$14 | -1 | Closed |
|
PGP Hedge Fund Activity: Q1 2019 in Review
25 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2019, worth a combined $8.59M — up 50% from $5.71M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PGP and 2 opened new positions — a net loss of 3 holders — while 1 trimmed existing stakes and 15 added.
The largest buyer was LPL Financial, adding an estimated $483K. The largest seller was Carson Wealth (CWM LLC), exiting entirely with an estimated $93K sold.
- 25 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2019, down from 28 in Q4 2018.
- Funds reported $8.59M of PIMCO Global StockPLUS & Income Fund stock for Q1 2019, up 50% quarter-over-quarter.
- 2 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2019 and 5 closed out, a net change of -3 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2019 was LPL Financial, an estimated $483K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2019 was Carson Wealth (CWM LLC), an estimated $93K sold.
Based on aggregated 13F filings for Q1 2019.