PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

44 hedge funds and large institutions have $162M invested in PIMCO Access Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
17
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$3.71M
2
COLIM
City of London Investment Management
United Kingdom
+$961K
3
SCM
SOL Capital Management
Maryland
+$790K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$740K
5
PCM
Penserra Capital Management
California
+$699K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.02M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.52M
3
RCM
Rivernorth Capital Management
Florida
-$744K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$613K
5
Bank of America
Bank of America
North Carolina
-$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
26
Brown Brothers Harriman & Co
New York
$369K +$369K +25,000 New
SPC
27
Sigma Planning Corp
Michigan
$320K +$16.2K +1,100 +5%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$317K +$317K +21,515 New
PIWA
29
Prevail Innovative Wealth Advisors
Kansas
$310K +$310K +21,035 New
Lido Advisors
30
Lido Advisors
California
$288K – – –
KWA
31
Kingswood Wealth Advisors
California
$275K +$275K +18,653 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$263K +$1.33K +90 +0.5%
MC
33
Mathes Company
New York
$214K +$214K +14,500 New
AWS
34
Atria Wealth Solutions
New York
$193K -$1.49K -100 -0.8%
SPP
35
Single Point Partners
Massachusetts
$184K – – –
HCM
36
Hilton Capital Management
New York
$177K – – –
CIA
37
Capital Investment Advisors
Georgia
$167K +$167K +11,300 New
ACIM
38
Azimuth Capital Investment Management
Michigan
$148K +$148K +10,000 New
VCM
39
Versant Capital Management
Arizona
$73.8K – – –
HNB
40
Huntington National Bank
Ohio
$28.9K – – –
FIA
41
FNY Investment Advisers
New York
$11K – – –
RCM
42
Raleigh Capital Management
North Carolina
$10.5K +$1.03K +70 +11%
TF
43
Tompkins Financial
New York
$9.96K – – –
TIM
44
Tortoise Investment Management
New York
$8.82K – – –
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
– -$613K -41,303 Closed
ASN
46
Advisory Services Network
Georgia
– -$88.9K -5,984 Closed
1
2