PIMCO Global StockPLUS & Income Fund
33 hedge funds and large institutions have $5.73M invested in PIMCO Global StockPLUS & Income Fund in 2020 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 10 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
10% more funds holding
Funds holding: 30 → 33 (+3)
0.02% more ownership
Funds ownership: 6.61% → 6.63% (+0.02%)
33% less capital invested
Capital invested by funds: $8.58M → $5.73M (-$2.84M)
50% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$778K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$256K |
| 3 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$129K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$115K |
| 5 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$467K |
| 2 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
-$401K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$328K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
-$124K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$93.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $5K | -$2.74K | -251 | -30% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $4.78K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $4K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $3K | – | – | – |
|
30
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | +$4.36K | +400 | New |
|
|
PAM
31
Panagora Asset Management
Boston,
Massachusetts
| $2K | +$3.31K | +304 | New |
|
|
FHA
32
Flagship Harbor Advisors
Boston,
Massachusetts
| $1K | -$9.76K | -895 | -87% |
|
|
BCA
33
Biltmore Capital Advisors
Princeton,
New Jersey
| – | -$401K | -33,500 | Closed |
|
|
34
Truist Financial
Charlotte,
North Carolina
| – | -$328K | -27,456 | Closed |
|
|
SS
35
Sunbelt Securities
Houston,
Texas
| – | -$124K | -10,387 | Closed |
|
|
FIA
36
FNY Investment Advisers
New York
| – | -$73K | -6,171 | Closed |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$9K | -779 | Closed |
|
38
Fidelity Investments
Boston,
Massachusetts
| – | +$11 | +1 | New |
|
PGP Hedge Fund Activity: Q1 2020 in Review
33 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2020, worth a combined $5.73M — down 33% from $8.58M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PGP positions and 5 closed out — a net gain of 5 holders — while 5 added to existing stakes and 10 trimmed.
The largest buyer was UBS Group, adding an estimated $778K. The largest seller was Commonwealth Equity Services, cutting an estimated $467K.
- 33 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2020, up from 30 in Q4 2019.
- Funds reported $5.73M of PIMCO Global StockPLUS & Income Fund stock for Q1 2020, down 33% quarter-over-quarter.
- 10 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2020 and 5 closed out, a net change of +5 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2020 was UBS Group, an estimated $778K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2020 was Commonwealth Equity Services, an estimated $467K sold.
Based on aggregated 13F filings for Q1 2020.