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PGP

PIMCO Global StockPLUS & Income Fund

29 hedge funds and large institutions have $14.1M invested in PIMCO Global StockPLUS & Income Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

1.72% more ownership

Funds ownership: 14.14%15.87% (+1.7%)

4% more capital invested

Capital invested by funds: $13.5M → $14.1M (+$593K)

6% less funds holding

Funds holding: 3129 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
29
Holders Change
-2
Holders Change %
-6.45%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.81M +$150K +18,600 +5%
GC
2
Guggenheim Capital
Illinois
$1.72M +$696K +86,320 +64%
LPL Financial
3
LPL Financial
California
$1.2M +$195K +24,137 +19%
Cohen & Steers
4
Cohen & Steers
New York
$1.08M
Truist Financial
5
Truist Financial
North Carolina
$1.02M +$468K +58,002 +80%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$991K +$458K +56,802 +81%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$908K -$18.1K -2,240 -2%
UBS Group
8
UBS Group
Switzerland
$805K -$2.27K -282 -0.3%
SFS
9
Shaker Financial Services
Virginia
$739K -$565K -70,020 -43%
Morgan Stanley
10
Morgan Stanley
New York
$670K +$23.7K +2,935 +4%
NA
11
NewEdge Advisors
Louisiana
$369K -$27.4K -3,400 -7%
MA
12
MAS Advisors
Florida
$232K +$11.9K +1,472 +5%
IFWM
13
Institute for Wealth Management
Colorado
$196K +$103K +12,743 +102%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$181K +$126K +15,570 +202%
Osaic Holdings
15
Osaic Holdings
Arizona
$166K +$33.9K +4,201 +25%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$143K +$39.1K +4,852 +36%
Comerica Bank
17
Comerica Bank
Texas
$120K
S
18
SignatureFD
Georgia
$115K +$3.08K +382 +3%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$101K +$1.3K +161 +1%
ACP
20
Argyle Capital Partners
California
$101K +$105K +12,985 New
Citadel Advisors
21
Citadel Advisors
Florida
$98.8K +$102K +12,705 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$86K -$30.4K -3,773 -25%
Bank of America
23
Bank of America
North Carolina
$79.3K +$1.63K +202 +2%
CA
24
CoreCap Advisors
Michigan
$78.6K -$15.3K -1,900 -16%
AAS
25
Avantax Advisory Services
Texas
$77.8K +$8 +1 +0%

PGP Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q4 2024, worth a combined $14.1M — up 4.4% from $13.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of PGP and 3 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 16 added.

The largest buyer was Guggenheim Capital, adding an estimated $696K. The largest seller was Shaker Financial Services, cutting an estimated $565K.

  • 29 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q4 2024, down from 31 in Q3 2024.
  • Funds reported $14.1M of PIMCO Global StockPLUS & Income Fund stock for Q4 2024, up 4.4% quarter-over-quarter.
  • 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q4 2024 and 5 closed out, a net change of -2 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q4 2024 was Guggenheim Capital, an estimated $696K added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q4 2024 was Shaker Financial Services, an estimated $565K sold.

Based on aggregated 13F filings for Q4 2024.