PIMCO Global StockPLUS & Income Fund
PGP
30 hedge funds and large institutions have $8.58M invested in PIMCO Global StockPLUS & Income Fund in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.
140% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 5
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
19% more capital invested
Capital invested by funds: $7.19M → $8.58M (+$1.39M)
11% more funds holding
Funds holding: 27 → 30 (+3)
0.86% more ownership
Funds ownership: 5.75% → 6.61% (+0.86%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$341K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$319K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$296K |
| 4 |
LPL Financial
San Diego,
California
|
+$205K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$178K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
-$182K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$154K |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$92.9K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$61.2K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$19K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $10K | +$6.64K | +571 | +220% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $9K | +$9.06K | +779 | New |
|
|
APA
28
American Portfolios Advisors
Holbrook,
New York
| $7.18K | +$6.98K | +600 | New |
|
29
US Bancorp
Minneapolis,
Minnesota
| $6K | – | – | – |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| $5K | – | – | – |
|
|
TCM
31
Traynor Capital Management
Malvern,
Pennsylvania
| – | -$182K | -15,855 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$154K | -13,393 | Closed |
|
|
AIC
33
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$19K | -1,691 | Closed |
|
|
FDCDDQ
34
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| – | -$10.8K | -935 | Closed |
|
PGP Hedge Fund Activity: Q4 2019 in Review
30 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2019, worth a combined $8.58M — up 19% from $7.19M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGP positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 5 trimmed.
The largest buyer was UBS Group, adding an estimated $341K. The largest seller was Traynor Capital Management, exiting entirely with an estimated $182K sold.
- 30 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2019, up from 27 in Q3 2019.
- Funds reported $8.58M of PIMCO Global StockPLUS & Income Fund stock for Q4 2019, up 19% quarter-over-quarter.
- 7 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2019 and 4 closed out, a net change of +3 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2019 was UBS Group, an estimated $341K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2019 was Traynor Capital Management, an estimated $182K sold.
Based on aggregated 13F filings for Q4 2019.