PIMCO Global StockPLUS & Income Fund
PGP
27 hedge funds and large institutions have $7.19M invested in PIMCO Global StockPLUS & Income Fund in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
0% more funds holding
Funds holding: 27 → 27 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.46% less ownership
Funds ownership: 6.2% → 5.75% (-0.46%)
14% less capital invested
Capital invested by funds: $8.4M → $7.19M (-$1.21M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$232K |
| 2 |
LPL Financial
San Diego,
California
|
+$206K |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$160K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$123K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$78.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.17M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$297K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$48.6K |
| 4 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$47.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$26.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $3K | +$3.1K | +259 | +25,900% |
|
|
FIA
27
FNY Investment Advisers
New York
| $2K | +$179 | +15 | +6% |
|
|
28
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$297K | -23,805 | Closed |
|
|
CFGS
29
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$12.3K | -1,030 | Closed |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$6K | -500 | Closed |
|
PGP Hedge Fund Activity: Q3 2019 in Review
27 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q3 2019, worth a combined $7.19M — down 14% from $8.4M a quarter earlier.
Fund positioning in PGP was balanced in Q3 2019: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Mid Atlantic Financial Management, adding an estimated $232K. The largest seller was Bank of America, cutting an estimated $1.17M.
- 27 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $7.19M of PIMCO Global StockPLUS & Income Fund stock for Q3 2019, down 14% quarter-over-quarter.
- 4 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q3 2019 and 4 closed out, a net change of 0 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q3 2019 was Mid Atlantic Financial Management, an estimated $232K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q3 2019 was Bank of America, an estimated $1.17M sold.
Based on aggregated 13F filings for Q3 2019.