We are live on ! Find out more
PGP

PIMCO Global StockPLUS & Income Fund

31 hedge funds and large institutions have $14.7M invested in PIMCO Global StockPLUS & Income Fund in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

7% more funds holding

Funds holding: 2931 (+2)

1.07% more ownership

Funds ownership: 14.24%15.32% (+1.1%)

2% less capital invested

Capital invested by funds: $15M → $14.7M (-$277K)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% 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
11
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$2.88M
SFS
2
Shaker Financial Services
Virginia
$1.92M +$1.03M +115,037 +101%
LPL Financial
3
LPL Financial
California
$1.48M +$566 +63 +0%
GC
4
Guggenheim Capital
Illinois
$1.29M -$9.68K -1,077 -0.7%
Morgan Stanley
5
Morgan Stanley
New York
$1.18M +$101K +11,248 +9%
Cohen & Steers
6
Cohen & Steers
New York
$1.16M
KAS
7
Kestra Advisory Services
Texas
$753K +$4.59K +511 +0.6%
UBS Group
8
UBS Group
Switzerland
$666K -$4.15K -462 -0.6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$643K -$19.6K -2,184 -3%
Truist Financial
10
Truist Financial
North Carolina
$643K -$16.9K -1,885 -2%
NA
11
NewEdge Advisors
Louisiana
$354K -$7.19K -800 -2%
IFWM
12
Institute for Wealth Management
Colorado
$315K +$593 +66 +0.2%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$261K +$12.5K +1,387 +5%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$202K -$8.42K -937 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$202K +$54 +6 +0%
Osaic Holdings
16
Osaic Holdings
Arizona
$180K -$2.25K -250 -1%
Fifth Third Bancorp
17
Fifth Third Bancorp
Ohio
$128K +$138K +15,402 New
ACP
18
Argyle Capital Partners
California
$116K
OL
19
Owen LaRue
Kentucky
$98.4K +$773 +86 +0.7%
Bank of America
20
Bank of America
North Carolina
$93.5K +$1.79K +199 +2%
CA
21
CoreCap Advisors
Michigan
$61.6K -$18K -2,000 -21%
MCM
22
MAI Capital Management
Ohio
$37.8K
DWP
23
Destiny Wealth Partners
Florida
$28.3K +$30.5K +3,400 New
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$14.9K
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$12.6K +$13.6K +1,516 New

PGP Hedge Fund Activity: Q1 2026 in Review

31 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in PIMCO Global StockPLUS & Income Fund (PGP) for Q1 2026, worth a combined $14.7M — down 1.8% from $15M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PGP positions and 0 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Shaker Financial Services, adding an estimated $1.03M. The largest seller was Envestnet Asset Management, cutting an estimated $19.6K.

  • 31 institutional investors held PIMCO Global StockPLUS & Income Fund (PGP) as of Q1 2026, up from 29 in Q4 2025.
  • Funds reported $14.7M of PIMCO Global StockPLUS & Income Fund stock for Q1 2026, down 1.8% quarter-over-quarter.
  • 3 funds opened new PIMCO Global StockPLUS & Income Fund positions in Q1 2026 and 0 closed out, a net change of +3 holders.
  • The largest PIMCO Global StockPLUS & Income Fund buyer in Q1 2026 was Shaker Financial Services, an estimated $1.03M added.
  • The largest PIMCO Global StockPLUS & Income Fund seller in Q1 2026 was Envestnet Asset Management, an estimated $19.6K sold.

Based on aggregated 13F filings for Q1 2026.