PIMCO Global StockPLUS & Income Fund
PGP
22 hedge funds and large institutions have $12M invested in PIMCO Global StockPLUS & Income Fund in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
40% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 5
10% more funds holding
Funds holding: 20 → 22 (+2)
8% more capital invested
Capital invested by funds: $11.1M → $12M (+$860K)
0.16% more ownership
Funds ownership: 5.82% → 5.98% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$537K |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$125K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$101K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$93.5K |
| 5 |
TCM
Traynor Capital Management
Malvern,
Pennsylvania
|
+$57.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$359K |
| 2 |
Morgan Stanley
New York
|
-$178K |
| 3 |
SG Americas Securities
New York
|
-$137K |
| 4 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$24K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
-$21.6K |
PGP Hedge Fund Activity: Q1 2016 in Review
22 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2016, worth a combined $12M — up 7.7% from $11.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGP positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.
The largest buyer was Private Advisor Group, opening a new position worth an estimated $537K. The largest seller was National Planning Corporation, cutting an estimated $359K.
- 22 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2016, up from 20 in Q4 2015.
- Funds reported $12M of PIMCO Global StockPLUS & Income Fund stock for Q1 2016, up 7.7% quarter-over-quarter.
- 4 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2016 and 2 closed out, a net change of +2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2016 was Private Advisor Group, an estimated $537K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2016 was National Planning Corporation, an estimated $359K sold.
Based on aggregated 13F filings for Q1 2016.