PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

47 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
+$2.45M
2
Wells Fargo
Wells Fargo
California
+$2.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.55M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.1M
2
RCM
Rivernorth Capital Management
Florida
-$9.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$811K
5
LA
LM Advisors
California
-$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
26
Choreo LLC
Illinois
$507K +$507K +32,263 New
AWS
27
Atria Wealth Solutions
New York
$485K +$278K +17,525 +134%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$444K -$255K -16,215 -37%
Corient Private Wealth
29
Corient Private Wealth
Florida
$443K +$443K +28,825 New
JSW
30
Journey Strategic Wealth
New Jersey
$417K -$467K -29,700 -53%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$379K -$646K -41,059 -63%
CPIG
32
Chicago Partners Investment Group
Illinois
$363K +$363K +23,582 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$349K +$88.7K +5,639 +34%
MC
34
Mathes Company
New York
$346K +$70.8K +4,500 +26%
Stifel Financial
35
Stifel Financial
Missouri
$329K -$35.6K -2,264 -10%
PIN
36
Prudent Investors Network
California
$249K +$249K +15,843 New
Comerica Bank
37
Comerica Bank
Texas
$220K -$39.3K -2,500 -15%
CIA
38
Capital Investment Advisors
Georgia
$209K – – –
HCM
39
Hilton Capital Management
New York
$189K – – –
BAM
40
Belpointe Asset Management
Nevada
$161K – – –
P
41
&Partners
Tennessee
$160K -$47.2K -3,000 -23%
CA
42
Continuum Advisory
Idaho
$89.3K +$89.3K +5,687 New
HNB
43
Huntington National Bank
Ohio
$62.3K -$56.6K – –
TF
44
Tompkins Financial
New York
$10.6K – – –
LFG
45
Larson Financial Group
Missouri
$10.3K +$4.83K +307 +88%
CAM
46
Creekmur Asset Management
Illinois
$3.84K -$26.3K -1,673 -87%
FMP
47
Financial Management Professionals
Texas
$2K +$2K +133 New
FIA
48
FNY Investment Advisers
New York
$12 – – –
PIWA
49
Prevail Innovative Wealth Advisors
Kansas
– -$811K -56,737 Closed
LA
50
LM Advisors
California
– -$736K -51,485 Closed
1
2
3