Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco Global Stockplus Incom (PGP)

28 + Investors. Track Smart Money conviction in PGP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
58%

Smart Money Signals — PGP

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
28 funds currently hold this stock — 90% of the 3.0-year high of 31 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

15 buying11 selling
Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 1 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 21% medium ■ 7% new
20 out of 28 hedge funds have held PGP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

3 → 7 → 1 → 3 → 4 new funds/Q
New funds entering each quarter: 7 → 1 → 3 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 28 holders: 19 (68%) are 2+ year veterans, 3 entered 1–2 years ago, and 6 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
7 of 28 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PGP

In 2026 Q2, 15 hedge funds were net buyers of PGP (4 opened a new position, 11 added to an existing one), while 11 reduced or exited (5 trimmed, 6 sold completely) — a 58% buyer ratio, indicating a slight buying edge. 31% of total institutional value in PGP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 28.

Hedge Fund Ownership: PGP

How many hedge funds hold PGP — quarterly history vs. share price
Quarterly hedge fund ownership of PGP vs. share price

Market Analysis: PGP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PGP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: PGP
28 + Investors

Track Smart Money conviction in PGP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 30 -6.67%
13F Shares 2M 2M 6.17%
Total Value $15M $13M 10.54%
New Positions 4 3 +1
Increased Positions 11 11 -
Closed Positions 6 1 +5
Reduced Positions 5 7 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PGP

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PGP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PGP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Shaker Financial Services, LLC 1.06% 388,461 $3.4M
2 Rivernorth Capital Management, LLC 0.14% 349,408 $3.0M
3 Argyle Capital Partners, LLC 0.08% 13,985 $121K
4 Owen LaRue, LLC 0.04% 11,872 $102K
5 Thomas J. Herzfeld Advisors, Inc. 0.01% 3,144 $27K
6 Guggenheim Capital LLC 0.00% 82,670 $713K
7 CoreCap Advisors, LLC 0.00% 10,700 $92K
8 Kestra Advisory Services, LLC 0.00% 89,993 $776K
9 SHP Wealth Management 0.00% 3,000 $26K
10 Triumph Capital Management 0.00% 700 $6K
11 NewEdge Advisors, LLC 0.00% 35,837 $309K
12 Truist Financial Corp 0.00% 78,290 $675K
13 Highline Wealth Partners LLC 0.00% 325 $3K
14 LPL Financial LLC 0.00% 183,348 $1.6M
15 Cetera Investment Advisers 0.00% 38,758 $334K
16 Commonwealth Equity Services, LLC 0.00% 25,412 $219K
17 Osaic Holdings, INC. 0.00% 21,892 $189K
18 Fifth Third Bancorp 0.00% 15,400 $133K
19 Envestnet Asset Management Inc 0.00% 78,290 $675K
20 UBS Group AG 0.00% 80,000 $690K
21 Morgan Stanley 0.00% 112,576 $970K
22 Citadel Advisors LLC 0.00% 38,483 $332K
23 Royal Bank of Canada 0.00% 21,880 $189K
24 Rockefeller Capital Management L.P. 0.00% 1,000 $9K
25 Wells Fargo & Company/Mn 0.00% 7,361 $63K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pimco Global Stockplus Incom (PGP)

What does the Smart Money Trend signal show for PGP?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PGP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PGP?

Slight buying edge — 58% buying: Last quarter: 15 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PGP holders?

Strong quality — 31% AUM from major funds: 7 of 28 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PGP?

71% of holders stayed for 2+ years: 20 out of 28 hedge funds have held PGP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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