PIMCO Global StockPLUS & Income Fund
PGP
28 hedge funds and large institutions have $7.28M invested in PIMCO Global StockPLUS & Income Fund in 2020 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
29% more capital invested
Capital invested by funds: $5.64M → $7.28M (+$1.64M)
8% more funds holding
Funds holding: 26 → 28 (+2)
0.4% more ownership
Funds ownership: 6.21% → 6.61% (+0.4%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$222K |
| 2 |
Millennium Management
New York
|
+$160K |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$114K |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$98.4K |
| 5 |
IFWM
Institute for Wealth Management
Denver,
Colorado
|
+$97.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOH
Bank of Hawaii
Honolulu,
Hawaii
|
-$116K |
| 2 |
LPL Financial
San Diego,
California
|
-$101K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$79.2K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$42.7K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$39.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $4K | – | – | – |
|
|
RWB
28
RMR Wealth Builders
Montclair,
New Jersey
| $2K | +$1.4K | +155 | New |
|
|
BOH
29
Bank of Hawaii
Honolulu,
Hawaii
| – | -$116K | -14,025 | Closed |
|
30
Rockefeller Capital Management
New York
| – | -$38K | -4,657 | Closed |
|
|
S
31
SignatureFD
Atlanta,
Georgia
| – | -$13K | -1,622 | Closed |
|
|
PAM
32
Panagora Asset Management
Boston,
Massachusetts
| – | -$3K | -304 | Closed |
|
33
US Bancorp
Minneapolis,
Minnesota
| – | -$2K | -231 | Closed |
|
PGP Hedge Fund Activity: Q4 2020 in Review
28 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2020, worth a combined $7.28M — up 29% from $5.64M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGP positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $222K. The largest seller was Bank of Hawaii, exiting entirely with an estimated $116K sold.
- 28 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2020, up from 26 in Q3 2020.
- Funds reported $7.28M of PIMCO Global StockPLUS & Income Fund stock for Q4 2020, up 29% quarter-over-quarter.
- 7 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2020 and 5 closed out, a net change of +2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2020 was Guggenheim Capital, an estimated $222K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2020 was Bank of Hawaii, an estimated $116K sold.
Based on aggregated 13F filings for Q4 2020.