PIMCO Global StockPLUS & Income Fund
PGP
31 hedge funds and large institutions have $13.5M invested in PIMCO Global StockPLUS & Income Fund in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
22% more capital invested
Capital invested by funds: $11.1M → $13.5M (+$2.45M)
7% more funds holding
Funds holding: 29 → 31 (+2)
1.33% more ownership
Funds ownership: 12.81% → 14.14% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$967K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$307K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$307K |
| 4 |
MG
Marex Group
London,
|
+$117K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$522K |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
-$97.2K |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$58.8K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$54.7K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$43.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
26
Principal Securities
Des Moines,
Iowa
| $4.15K | -$2.92K | -374 | -43% |
|
|
FMP
27
Financial Management Professionals
Austin,
Texas
| $4K | +$868 | +111 | +33% |
|
28
Wells Fargo
San Francisco,
California
| $2.52K | +$399 | +51 | +20% |
|
|
FIA
29
FNY Investment Advisers
New York
| $2K | +$2.35K | +300 | New |
|
|
DPW
30
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| $1.68K | +$1.56K | +200 | New |
|
|
IAIM
31
International Assets Investment Management
Orlando,
Florida
| $750 | +$43.3K | +5,543 | +739% |
|
|
ACM
32
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$97.2K | -12,869 | Closed |
|
|
33
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$58.8K | -7,688 | Closed |
|
34
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$3.02K | -400 | Closed |
|
PGP Hedge Fund Activity: Q3 2024 in Review
31 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q3 2024, worth a combined $13.5M — up 22% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new PGP positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Guggenheim Capital, adding an estimated $967K. The largest seller was Shaker Financial Services, cutting an estimated $522K.
- 31 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q3 2024, up from 29 in Q2 2024.
- Funds reported $13.5M of PIMCO Global StockPLUS & Income Fund stock for Q3 2024, up 22% quarter-over-quarter.
- 6 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q3 2024 and 3 closed out, a net change of +3 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q3 2024 was Guggenheim Capital, an estimated $967K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q3 2024 was Shaker Financial Services, an estimated $522K sold.
Based on aggregated 13F filings for Q3 2024.