PIMCO Global StockPLUS & Income Fund
31 hedge funds and large institutions have $15.6M invested in PIMCO Global StockPLUS & Income Fund in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 0 closing their positions.
48% more funds holding
Funds holding: 21 → 31 (+10)
31% more capital invested
Capital invested by funds: $11.9M → $15.6M (+$3.71M)
3.11% more ownership
Funds ownership: 9.99% → 13.1% (+3.1%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$940K |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$832K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$822K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$761K |
| 5 |
Cohen & Steers
New York
|
+$425K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$50.3K |
| 2 |
Morgan Stanley
New York
|
-$36.6K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$29.3K |
| 4 |
MML Investors Services
Springfield,
Massachusetts
|
-$18K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$14.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
26
Creative Financial Designs
Kokomo,
Indiana
| $11K | +$10.9K | +1,000 | New |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $6.5K | – | – | – |
|
|
GWM
28
Geneos Wealth Management
Englewood,
Colorado
| $5K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
30
Wells Fargo
San Francisco,
California
| $4K | +$11 | +1 | +0.2% |
|
|
WWMSC
31
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| $3K | -$971 | -89 | -24% |
|
PGP Hedge Fund Activity: Q4 2021 in Review
31 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2021, worth a combined $15.6M — up 31% from $11.9M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PGP positions and 0 closed out — a net gain of 11 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $940K. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $50.3K.
- 31 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2021, up from 21 in Q3 2021.
- Funds reported $15.6M of PIMCO Global StockPLUS & Income Fund stock for Q4 2021, up 31% quarter-over-quarter.
- 11 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2021 and 0 closed out, a net change of +11 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2021 was Thomas J. Herzfeld Advisors, an estimated $940K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $50.3K sold.
Based on aggregated 13F filings for Q4 2021.