We are live on ! Find out more
PGP

PIMCO Global StockPLUS & Income Fund

26 hedge funds and large institutions have $8.94M invested in PIMCO Global StockPLUS & Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

8% more funds holding

Funds holding: 2426 (+2)

0.64% less ownership

Funds ownership: 5.2%4.57% (-0.64%)

9% less capital invested

Capital invested by funds: $9.78M → $8.94M (-$842K)

Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$2.5M +$364K +19,636 +17%
Morgan Stanley
2
Morgan Stanley
New York
$1.95M +$153K +8,261 +8%
TCM
3
Traynor Capital Management
Pennsylvania
$927K +$3.43K +185 +0.4%
UCFA
4
United Capital Financial Advisors
Texas
$846K +$853K +46,003 New
Bank of America
5
Bank of America
North Carolina
$655K -$111K -5,970 -14%
LPL Financial
6
LPL Financial
California
$362K -$2.42M -130,468 -87%
VKH
7
Virtu KCG Holdings
New York
$269K +$271K +14,614 New
MML Investors Services
8
MML Investors Services
Massachusetts
$238K -$78.5K -4,232 -25%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$217K -$18.1K -975 -8%
Ameriprise
10
Ameriprise
Minnesota
$209K -$195K -10,513 -48%
AG
11
Advisor Group
Arizona
$148K -$48.3K -2,604 -25%
RCG
12
Ruggie Capital Group
Florida
$147K +$148K +8,000 New
Wells Fargo
13
Wells Fargo
California
$140K +$24.6K +1,326 +21%
UBS Group
14
UBS Group
Switzerland
$98K -$42.6K -2,295 -30%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$41K +$2.23K +120 +6%
HI
16
Hudock Inc
Pennsylvania
$37K
GWM
17
Geneos Wealth Management
Colorado
$34K
NFG
18
Next Financial Group
Texas
$30K +$20.2K +1,089 +198%
SEI Investments
19
SEI Investments
Pennsylvania
$29K +$29.7K +1,600 New
JCM
20
Jacobi Capital Management
Pennsylvania
$19K
IA
21
IFP Advisors
Florida
$14K
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.5K
Citigroup
23
Citigroup
New York
$7K +$5.19K +280 +311%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$4K
US Bancorp
25
US Bancorp
Minnesota
$2K

PGP Hedge Fund Activity: Q2 2017 in Review

26 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q2 2017, worth a combined $8.94M — down 8.6% from $9.78M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new PGP positions and 2 closed out — a net gain of 2 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was United Capital Financial Advisors, opening a new position worth an estimated $853K. The largest seller was LPL Financial, cutting an estimated $2.42M.

  • 26 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q2 2017, up from 24 in Q1 2017.
  • Funds reported $8.94M of PIMCO Global StockPLUS & Income Fund stock for Q2 2017, down 8.6% quarter-over-quarter.
  • 4 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q2 2017 and 2 closed out, a net change of +2 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q2 2017 was United Capital Financial Advisors, an estimated $853K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q2 2017 was LPL Financial, an estimated $2.42M sold.

Based on aggregated 13F filings for Q2 2017.