PIMCO Global StockPLUS & Income Fund
29 hedge funds and large institutions have $10.6M invested in PIMCO Global StockPLUS & Income Fund in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
38% more capital invested
Capital invested by funds: $7.65M → $10.6M (+$2.91M)
26% more funds holding
Funds holding: 23 → 29 (+6)
2.24% more ownership
Funds ownership: 10.22% → 12.46% (+2.2%)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$994K |
| 2 |
Morgan Stanley
New York
|
+$297K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$283K |
| 4 |
ETIA
Epic Trust Investment Advisors
Richland,
Washington
|
+$91.4K |
| 5 |
LPL Financial
San Diego,
California
|
+$90.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$67.1K |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$58.6K |
| 3 |
JP Morgan Chase
New York
|
-$49.8K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.6K |
| 5 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$9.93K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $1.52K | +$67 | +10 | +5% |
|
|
27
JP Morgan Chase
New York
| $1.35K | -$49.8K | -7,408 | -98% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | – | – | – |
|
29
Fidelity Investments
Boston,
Massachusetts
| $8 | +$7 | +1 | New |
|
|
AWA
30
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$9.93K | -1,500 | Closed |
|
PGP Hedge Fund Activity: Q4 2023 in Review
29 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2023, worth a combined $10.6M — up 38% from $7.65M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PGP positions and 1 closed out — a net gain of 6 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Shaker Financial Services, adding an estimated $994K. The largest seller was Osaic Holdings, cutting an estimated $67.1K.
- 29 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2023, up from 23 in Q3 2023.
- Funds reported $10.6M of PIMCO Global StockPLUS & Income Fund stock for Q4 2023, up 38% quarter-over-quarter.
- 7 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2023 and 1 closed out, a net change of +6 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2023 was Shaker Financial Services, an estimated $994K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2023 was Osaic Holdings, an estimated $67.1K sold.
Based on aggregated 13F filings for Q4 2023.