PIMCO Global StockPLUS & Income Fund
PGP
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.
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: 22 → 24 (+2)
0.13% more ownership
Funds ownership: 3.86% → 4% (+0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGPS
Gary Goldberg Planning Services
Suffern,
New York
|
+$142K |
| 2 |
NPC
National Planning Corporation
El Segundo,
California
|
+$116K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$67.4K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$66.8K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$55.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$103K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$48.5K |
| 3 |
LPL Financial
San Diego,
California
|
-$19K |
| 4 |
Citigroup
New York
|
-$1K |
PGP Hedge Fund Activity: Q2 2014 in Review
24 of the 3,491 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.