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PAXS

PIMCO Access Income Fund
PAXS

37 hedge funds and large institutions have $134M invested in PIMCO Access Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

9% more funds holding

Funds holding: 34 → 37 (+3)

1.85% more ownership

Funds ownership: 19.12% → 20.97% (+1.8%)

2% more capital invested

Capital invested by funds: $131M → $134M (+$3.07M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.59%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$24.2M
2
UBS Group
UBS Group
Switzerland
+$4.07M
3
SCM
SOL Capital Management
Maryland
+$2.9M
4
Cohen & Steers
Cohen & Steers
New York
+$2.39M
5
PCM
Penserra Capital Management
California
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$13.6M
2
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.2M
3
COLIM
City of London Investment Management
United Kingdom
-$1.41M
4
RCM
Rivernorth Capital Management
Florida
-$1.15M
5
CA
Crumly & Associates
Illinois
-$872K
Name Holding Trade Value Shares
Change 		Change in
Stake
COLIM
26
City of London Investment Management
United Kingdom
$251K -$1.41M -89,530 -84%
HCM
27
Hilton Capital Management
New York
$190K – – –
SPP
28
Single Point Partners
Massachusetts
$185K – – –
Jane Street
29
Jane Street
New York
$176K -$9.5K -605 -5%
CWC
30
Carolinas Wealth Consulting
North Carolina
$83K – – –
ASN
31
Advisory Services Network
Georgia
$69.6K +$73.9K +4,705 New
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$58K -$166K -10,556 -73%
HNB
33
Huntington National Bank
Ohio
$29K +$30.8K +1,961 New
TF
34
Tompkins Financial
New York
$10K +$10.6K +675 New
RCM
35
Raleigh Capital Management
North Carolina
$9.46K +$10.1K +640 New
TIM
36
Tortoise Investment Management
New York
$8.84K – – –
IA
37
IFP Advisors
Florida
$1K – – –
UCIG
38
Ulrich Consultants & Investment Group
New Mexico
– -$10.2M -645,750 Closed
Millennium Management
39
Millennium Management
New York
– -$548K -34,568 Closed
MA
40
MUFG Americas
New York
– -$20K -1,250 Closed
SN
41
Sittner & Nelson
Oregon
– -$5K -300 Closed
1
2

PAXS Hedge Fund Activity: Q4 2022 in Review

37 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2022, worth a combined $134M — up 2.3% from $131M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PAXS positions and 4 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $24.2M. The largest seller was Morgan Stanley, cutting an estimated $13.6M.

  • 37 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2022, up from 34 in Q3 2022.
  • Funds reported $134M of PIMCO Access Income Fund stock for Q4 2022, up 2.3% quarter-over-quarter.
  • 8 funds opened new PIMCO Access Income Fund positions in Q4 2022 and 4 closed out, a net change of +4 holders.
  • The largest PIMCO Access Income Fund buyer in Q4 2022 was Cresset Asset Management, an estimated $24.2M added.
  • The largest PIMCO Access Income Fund seller in Q4 2022 was Morgan Stanley, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2022.