PIMCO Global StockPLUS & Income Fund
29 hedge funds and large institutions have $14.1M invested in PIMCO Global StockPLUS & Income Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
1.72% more ownership
Funds ownership: 14.14% → 15.87% (+1.7%)
4% more capital invested
Capital invested by funds: $13.5M → $14.1M (+$593K)
6% less funds holding
Funds holding: 31 → 29 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$696K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$468K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$458K |
| 4 |
LPL Financial
San Diego,
California
|
+$195K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$150K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$565K |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$132K |
| 3 |
MG
Marex Group
London,
|
-$126K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$30.4K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$27.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCM
26
MAI Capital Management
Independence,
Ohio
| $35.3K | +$36.6K | +4,542 | New |
|
|
FMP
27
Financial Management Professionals
Austin,
Texas
| $3.46K | – | – | – |
|
28
Wells Fargo
San Francisco,
California
| $2.39K | +$56 | +7 | +2% |
|
|
FIA
29
FNY Investment Advisers
New York
| $2K | – | – | – |
|
|
PAG
30
Private Advisor Group
Morristown,
New Jersey
| – | -$132K | -15,678 | Closed |
|
|
MG
31
Marex Group
London,
| – | -$126K | -15,000 | Closed |
|
|
IAIM
32
International Assets Investment Management
Orlando,
Florida
| – | -$750 | -6,293 | Closed |
|
|
PS
33
Principal Securities
Des Moines,
Iowa
| – | -$4.15K | -495 | Closed |
|
|
DPW
34
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$1.68K | -200 | Closed |
|
PGP Hedge Fund Activity: Q4 2024 in Review
29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2024, worth a combined $14.1M — up 4.4% from $13.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of PGP and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 16 added.
The largest buyer was Guggenheim Capital, adding an estimated $696K. The largest seller was Shaker Financial Services, cutting an estimated $565K.
- 29 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2024, down from 31 in Q3 2024.
- Funds reported $14.1M of PIMCO Global StockPLUS & Income Fund stock for Q4 2024, up 4.4% quarter-over-quarter.
- 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2024 and 5 closed out, a net change of -2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $696K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2024 was Shaker Financial Services, an estimated $565K sold.
Based on aggregated 13F filings for Q4 2024.