We are live on ! Find out more
PGP

PIMCO Global StockPLUS & Income Fund

24 hedge funds and large institutions have $10.8M invested in PIMCO Global StockPLUS & Income Fund in 2014 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

14% more capital invested

Capital invested by funds: $9.48M → $10.8M (+$1.3M)

9% more funds holding

Funds holding: 2224 (+2)

0.13% more ownership

Funds ownership: 3.86%4% (+0.13%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.94M -$19K -774 -0.7%
MFS
2
MSI Financial Services
Massachusetts
$2.5M -$103K -4,215 -4%
Morgan Stanley
3
Morgan Stanley
New York
$955K +$39.6K +1,618 +5%
NPC
4
National Planning Corporation
California
$933K +$116K +4,755 +15%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$718K -$48.5K -1,980 -7%
Bank of America
6
Bank of America
North Carolina
$562K +$66.8K +2,729 +14%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$420K +$25.1K +1,024 +7%
U
8
UBS
Switzerland
$377K +$67.4K +2,752 +23%
FHC
9
First Heartland Consultants
Missouri
$234K
Creative Planning
10
Creative Planning
Kansas
$208K
GGPS
11
Gary Goldberg Planning Services
New York
$195K +$142K +5,780 +329%
FFC
12
First Financial Corp
Indiana
$172K
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$147K +$24.1K +985 +21%
AIG
14
American International Group
New York
$96.6K
Ameriprise
15
Ameriprise
Minnesota
$93K +$12.2K +500 +16%
Wells Fargo
16
Wells Fargo
California
$72K +$11.7K +477 +20%
BRWA
17
B. Riley Wealth Advisors
Florida
$58.3K +$55.2K +2,255 New
HI
18
Hudock Inc
Pennsylvania
$53K
FWM
19
Focused Wealth Management
New York
$28K +$26.9K +1,097 New
BFEC
20
Benjamin F. Edwards & Company
Missouri
$10K
TRCT
21
Tower Research Capital (TRC)
New York
$5K
NES
22
New England Securities
New York
$3K
GSC
23
Ground Swell Capital
South Carolina
$3K +$2.45K +100 New
Citigroup
24
Citigroup
New York
-$1K -50 Closed

PGP Hedge Fund Activity: Q2 2014 in Review

24 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2014, worth a combined $10.8M — up 14% from $9.48M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PGP positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Gary Goldberg Planning Services, adding an estimated $142K. The largest seller was MSI Financial Services, cutting an estimated $103K.

  • 24 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2014, up from 22 in Q1 2014.
  • Funds reported $10.8M of PIMCO Global StockPLUS & Income Fund stock for Q2 2014, up 14% quarter-over-quarter.
  • 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2014 and 1 closed out, a net change of +2 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2014 was Gary Goldberg Planning Services, an estimated $142K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2014 was MSI Financial Services, an estimated $103K sold.

Based on aggregated 13F filings for Q2 2014.