PIMCO Global StockPLUS & Income Fund
26 hedge funds and large institutions have $10.8M invested in PIMCO Global StockPLUS & Income Fund in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
8% more funds holding
Funds holding: 24 → 26 (+2)
1.01% more ownership
Funds ownership: 4% → 5.01% (+1%)
0% more capital invested
Capital invested by funds: $10.8M → $10.8M (+$20.1K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZAM
Zenit Asset Management
Stockholm,
Sweden
|
+$1.13M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$710K |
| 3 |
CNB
City National Bank
Beverly Hills,
California
|
+$513K |
| 4 |
Morgan Stanley
New York
|
+$367K |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$396K |
| 2 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$234K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
-$116K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$73.9K |
| 5 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$58.3K |
PGP Hedge Fund Activity: Q3 2014 in Review
26 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q3 2014, worth a combined $10.8M — up 0.19% from $10.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new PGP positions and 3 closed out — a net gain of 2 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was Zenit Asset Management, opening a new position worth an estimated $1.13M. The largest seller was LPL Financial, cutting an estimated $396K.
- 26 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q3 2014, up from 24 in Q2 2014.
- Funds reported $10.8M of PIMCO Global StockPLUS & Income Fund stock for Q3 2014, up 0.19% quarter-over-quarter.
- 5 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q3 2014 and 3 closed out, a net change of +2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q3 2014 was Zenit Asset Management, an estimated $1.13M added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q3 2014 was LPL Financial, an estimated $396K sold.
Based on aggregated 13F filings for Q3 2014.