PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

44 hedge funds and large institutions have $158M invested in PIMCO Access Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.9M
2
Wells Fargo
Wells Fargo
California
+$2.17M
3
PCM
Penserra Capital Management
California
+$877K
4
RCM
Rivernorth Capital Management
Florida
+$870K
5
Truist Financial
Truist Financial
North Carolina
+$331K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$10.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$365K
3
SPC
Sigma Planning Corp
Michigan
-$301K
4
Osaic Holdings
Osaic Holdings
Arizona
-$282K
5
Lido Advisors
Lido Advisors
California
-$271K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$335K +$815 +57 +0.2%
Stifel Financial
27
Stifel Financial
Missouri
$331K -$166K -11,590 -33%
Truist Financial
28
Truist Financial
North Carolina
$331K +$331K +23,123 New
BHPW
29
Beverly Hills Private Wealth
California
$270K +$270K +18,886 New
MC
30
Mathes Company
New York
$250K +$42.9K +3,000 +21%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$237K -$974 -68 -0.4%
Comerica Bank
32
Comerica Bank
Texas
$236K -$122K -8,500 -34%
P
33
&Partners
Tennessee
$194K +$194K +13,199 New
CIA
34
Capital Investment Advisors
Georgia
$190K – – –
AWS
35
Atria Wealth Solutions
New York
$188K +$1.44K +100 +0.8%
HCM
36
Hilton Capital Management
New York
$172K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$166K +$166K +11,616 New
BAM
38
Belpointe Asset Management
Nevada
$147K +$147K +10,250 New
HNB
39
Huntington National Bank
Ohio
$56.6K -$55K – –
ASN
40
Advisory Services Network
Georgia
$53.6K +$53.6K +3,750 New
CAM
41
Creekmur Asset Management
Illinois
$27.4K +$27.4K +1,917 New
FIA
42
FNY Investment Advisers
New York
$11K – – –
TF
43
Tompkins Financial
New York
$9.65K – – –
LFG
44
Larson Financial Group
Missouri
$5.01K +$5.01K +350 New
US Bancorp
45
US Bancorp
Minnesota
$4.43K +$4.43K +310 New
SPC
46
Sigma Planning Corp
Michigan
– -$301K -21,670 Closed
Lido Advisors
47
Lido Advisors
California
– -$271K -19,500 Closed
CCP
48
Carmel Capital Partners
California
– -$226K -16,250 Closed
SPP
49
Single Point Partners
Massachusetts
– -$175K -12,500 Closed
VCM
50
Versant Capital Management
Arizona
– -$69.4K -5,000 Closed
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