PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

41 hedge funds and large institutions have $148M invested in PIMCO Access Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
19
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$887K
2
Morgan Stanley
Morgan Stanley
New York
+$844K
3
Wells Fargo
Wells Fargo
California
+$839K
4
Cohen & Steers
Cohen & Steers
New York
+$574K
5
SCM
SOL Capital Management
Maryland
+$480K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$7.91M
2
COLIM
City of London Investment Management
United Kingdom
-$1.11M
3
Invesco
Invesco
Georgia
-$443K
4
UBS Group
UBS Group
Switzerland
-$379K
5
BBHC
Brown Brothers Harriman & Co
New York
-$369K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$324K +$25.6K +1,843 +9%
Invesco
27
Invesco
Georgia
$316K -$443K -31,896 -58%
SPC
28
Sigma Planning Corp
Michigan
$301K – – –
Lido Advisors
29
Lido Advisors
California
$271K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$231K -$16.9K -1,215 -7%
CCP
31
Carmel Capital Partners
California
$226K +$226K +16,250 New
MC
32
Mathes Company
New York
$201K – – –
CIA
33
Capital Investment Advisors
Georgia
$185K +$27.8K +2,000 +18%
AWS
34
Atria Wealth Solutions
New York
$181K – – –
SPP
35
Single Point Partners
Massachusetts
$175K – – –
HCM
36
Hilton Capital Management
New York
$167K – – –
VCM
37
Versant Capital Management
Arizona
$69.4K – – –
HNB
38
Huntington National Bank
Ohio
$55K -$28.9K -1,961 Closed
RCM
39
Raleigh Capital Management
North Carolina
$11.2K +$1.39K +100 +14%
FIA
40
FNY Investment Advisers
New York
$11K – – –
TF
41
Tompkins Financial
New York
$9.37K – – –
Fidelity Investments
42
Fidelity Investments
Massachusetts
$28 +$28 +2 New
COLIM
43
City of London Investment Management
United Kingdom
– -$1.11M -75,426 Closed
BBHC
44
Brown Brothers Harriman & Co
New York
– -$369K -25,000 Closed
KWA
45
Kingswood Wealth Advisors
California
– -$275K -18,653 Closed
ACIM
46
Azimuth Capital Investment Management
Michigan
– -$148K -10,000 Closed
TIM
47
Tortoise Investment Management
New York
– -$8.82K -598 Closed
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