PIMCO Global StockPLUS & Income Fund
29 hedge funds and large institutions have $11.1M invested in PIMCO Global StockPLUS & Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
12% more funds holding
Funds holding: 26 → 29 (+3)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
1.28% less ownership
Funds ownership: 14.09% → 12.81% (-1.3%)
9% less capital invested
Capital invested by funds: $12.2M → $11.1M (-$1.13M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$251K |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$234K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$86.8K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$57.6K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$41.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$924K |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$524K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$129K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$68.7K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$30.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
26
International Assets Investment Management
Orlando,
Florida
| $5.66K | +$5.62K | +750 | New |
|
27
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3.02K | – | – | – |
|
|
FMP
28
Financial Management Professionals
Austin,
Texas
| $3K | +$397 | +53 | +19% |
|
29
Wells Fargo
San Francisco,
California
| $1.88K | +$75 | +10 | +4% |
|
|
CA
30
CoreCap Advisors
Southfield,
Michigan
| – | -$129K | -16,850 | Closed |
|
|
FIA
31
FNY Investment Advisers
New York
| – | -$2 | -300 | Closed |
|
PGP Hedge Fund Activity: Q2 2024 in Review
29 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2024, worth a combined $11.1M — down 9.2% from $12.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PGP positions and 2 closed out — a net gain of 3 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $251K. The largest seller was Shaker Financial Services, cutting an estimated $924K.
- 29 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2024, up from 26 in Q1 2024.
- Funds reported $11.1M of PIMCO Global StockPLUS & Income Fund stock for Q2 2024, down 9.2% quarter-over-quarter.
- 5 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2024 and 2 closed out, a net change of +3 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2024 was Truist Financial, an estimated $251K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2024 was Shaker Financial Services, an estimated $924K sold.
Based on aggregated 13F filings for Q2 2024.