PIMCO Global StockPLUS & Income Fund
28 hedge funds and large institutions have $9.27M invested in PIMCO Global StockPLUS & Income Fund in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
10% more capital invested
Capital invested by funds: $8.41M → $9.27M (+$860K)
4% more funds holding
Funds holding: 27 → 28 (+1)
0.41% more ownership
Funds ownership: 7.21% → 7.62% (+0.41%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$175K |
| 2 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$143K |
| 3 |
Cohen & Steers
New York
|
+$139K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$112K |
| 5 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$110K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$122K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$94.1K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$60.7K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$22.7K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$17.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Geneos Wealth Management
Englewood,
Colorado
| $5K | – | – | – |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
|
TRCT
28
Tower Research Capital (TRC)
New York
| $1K | +$1.26K | +114 | New |
|
|
PAG
29
Private Advisor Group
Morristown,
New Jersey
| – | -$122K | -11,429 | Closed |
|
|
IAIM
30
International Assets Investment Management
Orlando,
Florida
| – | -$16K | -1,500 | Closed |
|
|
FIA
31
FNY Investment Advisers
New York
| – | -$14K | -1,395 | Closed |
|
|
LWM
32
Liberty Wealth Management
Oakland,
California
| – | -$12K | -1,269 | Closed |
|
|
RWB
33
RMR Wealth Builders
Montclair,
New Jersey
| – | -$2K | -155 | Closed |
|
PGP Hedge Fund Activity: Q2 2021 in Review
28 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2021, worth a combined $9.27M — up 10% from $8.41M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGP positions and 6 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $175K. The largest seller was Private Advisor Group, exiting entirely with an estimated $122K sold.
- 28 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2021, up from 27 in Q1 2021.
- Funds reported $9.27M of PIMCO Global StockPLUS & Income Fund stock for Q2 2021, up 10% quarter-over-quarter.
- 7 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2021 was Guggenheim Capital, an estimated $175K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2021 was Private Advisor Group, an estimated $122K sold.
Based on aggregated 13F filings for Q2 2021.