Who Owns Pimco Global StocksPlus & Income Fund Stock?
NYSE: PGPFinanceFinance CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 16.45%
- Held by insiders
- 0.00%
- Institutional holders
- 32
- Institutions 16.5%
- Insiders 0.0%
- Public and other 83.5%
Who owns Pimco Global StocksPlus & Income Fund stock?
Institutional investors own about 16.5% of Pimco Global StocksPlus & Income Fund's shares, spread across 32 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of PGP.
The largest institutional holders are Shaker Financial Services, LLC (3.35%), RiverNorth Capital Management, LLC (3.02%) and LPL Financial LLC (1.58%). Together, the top 10 institutions control 13.7% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their PGP positions and 3 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of PGP
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Shaker Financial Services, LLC | 388.46K | 3.35% | +69.8% |
| RiverNorth Capital Management, LLC | 349.41K | 3.02% | +1.0% |
| LPL Financial LLC | 183.35K | 1.58% | +3.3% |
| Cohen & Steers Inc. | 138.80K | 1.20% | 0.0% |
| Morgan Stanley | 112.58K | 0.97% | -20.8% |
| Kestra Advisory Services, LLC | 89.99K | 0.78% | -0.5% |
| Guggenheim Capital, LLC | 82.67K | 0.71% | -46.4% |
| UBS Group AG | 80.00K | 0.69% | 0.0% |
| Truist Financial Corp | 78.29K | 0.68% | +1.4% |
| Envestnet Asset Management Inc. | 78.29K | 0.68% | +1.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of PGP
| Fund | Shares | % Held |
|---|---|---|
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 345.95K | 2.99% |
| Rydex Variable Trust-Multi-Hedge Strategies Fund | 338 | 0.00% |
| Rydex Series Funds-Guggenheim Multi-Hedge Strategies Fund | 119 | 0.00% |
Frequently asked questions
Who is the largest shareholder of Pimco Global StocksPlus & Income Fund?
Shaker Financial Services, LLC is the largest institutional shareholder of PGP, owning 3.35% of shares outstanding (388.46K shares) as of its latest 13F filing.
What percentage of Pimco Global StocksPlus & Income Fund is owned by institutions?
Institutions own about 16.5% of PGP shares and 16.5% of the public float.
How much of Pimco Global StocksPlus & Income Fund do insiders own?
Insiders, such as officers and directors, own about 0.00% of PGP shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.