PIMCO Global StockPLUS & Income Fund
PGP
26 hedge funds and large institutions have $12.2M invested in PIMCO Global StockPLUS & Income Fund in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
15% more capital invested
Capital invested by funds: $10.6M → $12.2M (+$1.64M)
1.62% more ownership
Funds ownership: 12.46% → 14.09% (+1.6%)
10% less funds holding
Funds holding: 29 → 26 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1.32M |
| 2 |
MA
MAS Advisors
Miami,
Florida
|
+$226K |
| 3 |
LPL Financial
San Diego,
California
|
+$143K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$127K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$109K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$283K |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$119K |
| 3 |
Morgan Stanley
New York
|
-$112K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$58.3K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$25.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIA
26
FNY Investment Advisers
New York
| $2 | – | – | – |
|
|
GC
27
Guggenheim Capital
Chicago,
Illinois
| – | -$283K | -37,746 | Closed |
|
|
ASN
28
Advisory Services Network
Atlanta,
Georgia
| – | -$25.3K | -3,372 | Closed |
|
|
LA
29
LM Advisors
San Diego,
California
| – | -$20.3K | -2,700 | Closed |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$15.8K | -2,101 | Closed |
|
31
JP Morgan Chase
New York
| – | -$1.35K | -180 | Closed |
|
32
Fidelity Investments
Boston,
Massachusetts
| – | -$8 | -1 | Closed |
|
PGP Hedge Fund Activity: Q1 2024 in Review
26 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2024, worth a combined $12.2M — up 15% from $10.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of PGP and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Shaker Financial Services, adding an estimated $1.32M. The largest seller was Guggenheim Capital, exiting entirely with an estimated $283K sold.
- 26 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2024, down from 29 in Q4 2023.
- Funds reported $12.2M of PIMCO Global StockPLUS & Income Fund stock for Q1 2024, up 15% quarter-over-quarter.
- 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2024 and 6 closed out, a net change of -3 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2024 was Shaker Financial Services, an estimated $1.32M added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2024 was Guggenheim Capital, an estimated $283K sold.
Based on aggregated 13F filings for Q1 2024.