PIMCO Global StockPLUS & Income Fund
23 hedge funds and large institutions have $7.65M invested in PIMCO Global StockPLUS & Income Fund in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
10% more funds holding
Funds holding: 21 → 23 (+2)
0.72% less ownership
Funds ownership: 10.94% → 10.22% (-0.72%)
14% less capital invested
Capital invested by funds: $8.91M → $7.65M (-$1.25M)
55% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$220K |
| 2 |
Comerica Bank
Dallas,
Texas
|
+$111K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$102K |
| 4 |
JP Morgan Chase
New York
|
+$54.5K |
| 5 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$15.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$549K |
| 2 |
Morgan Stanley
New York
|
-$128K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$106K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$87.4K |
| 5 |
MAM
Morse Asset Management
Darien,
Connecticut
|
-$86K |
PGP Hedge Fund Activity: Q3 2023 in Review
23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q3 2023, worth a combined $7.65M — down 14% from $8.91M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new PGP positions and 2 closed out — a net gain of 2 holders — while 5 added to existing stakes and 11 trimmed.
The largest buyer was Shaker Financial Services, opening a new position worth an estimated $220K. The largest seller was Guggenheim Capital, cutting an estimated $549K.
- 23 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $7.65M of PIMCO Global StockPLUS & Income Fund stock for Q3 2023, down 14% quarter-over-quarter.
- 4 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q3 2023 and 2 closed out, a net change of +2 holders.
- The largest PIMCO Global StockPLUS & Income Fund buyer in Q3 2023 was Shaker Financial Services, an estimated $220K added.
- The largest PIMCO Global StockPLUS & Income Fund seller in Q3 2023 was Guggenheim Capital, an estimated $549K sold.
Based on aggregated 13F filings for Q3 2023.