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PAXS

PIMCO Access Income Fund

48 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

14% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 14

9% more funds holding

Funds holding: 4448 (+4)

1% more capital invested

Capital invested by funds: $158M → $159M (+$1.72M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.02% less ownership

Funds ownership: 25.04%23.01% (-2%)

Holders
48
Holders Change
+4
Holders Change %
+9.09%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
16
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CL
26
Choreo LLC
Illinois
$507K +$486K +32,263 New
AWS
27
Atria Wealth Solutions
New York
$485K +$264K +17,525 +134%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$444K -$244K -16,215 -37%
Corient Private Wealth
29
Corient Private Wealth
Florida
$443K +$434K +28,825 New
JSW
30
Journey Strategic Wealth
New Jersey
$417K -$448K -29,700 -53%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$379K -$619K -41,059 -63%
CPIG
32
Chicago Partners Investment Group
Illinois
$363K +$355K +23,582 New
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$349K +$85K +5,639 +34%
MC
34
Mathes Company
New York
$346K +$67.8K +4,500 +26%
Stifel Financial
35
Stifel Financial
Missouri
$329K -$34.1K -2,264 -10%
PIN
36
Prudent Investors Network
California
$249K +$239K +15,843 New
Comerica Bank
37
Comerica Bank
Texas
$220K -$37.7K -2,500 -15%
CIA
38
Capital Investment Advisors
Georgia
$209K
HCM
39
Hilton Capital Management
New York
$189K
NAS
40
NWF Advisory Services
California
$182K +$174K +11,561 New
BAM
41
Belpointe Asset Management
Nevada
$161K
P
42
&Partners
Tennessee
$160K -$45.2K -3,000 -23%
CA
43
Continuum Advisory
Idaho
$89.3K +$85.7K +5,687 New
HNB
44
Huntington National Bank
Ohio
$62.3K
TF
45
Tompkins Financial
New York
$10.6K
LFG
46
Larson Financial Group
Missouri
$10.3K +$4.63K +307 +88%
CAM
47
Creekmur Asset Management
Illinois
$3.84K -$25.2K -1,673 -87%
FMP
48
Financial Management Professionals
Texas
$2K +$2K +133 New
FIA
49
FNY Investment Advisers
New York
$12
PIWA
50
Prevail Innovative Wealth Advisors
Kansas
-$811K -56,737 Closed

PAXS Hedge Fund Activity: Q1 2024 in Review

48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q1 2024, worth a combined $159M — up 1.1% from $158M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PAXS positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 14 trimmed.

The largest buyer was SOL Capital Management, adding an estimated $2.35M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 48 institutional investors held PIMCO Access Income Fund (PAXS) as of Q1 2024, up from 44 in Q4 2023.
  • Funds reported $159M of PIMCO Access Income Fund stock for Q1 2024, up 1.1% quarter-over-quarter.
  • 11 funds opened new PIMCO Access Income Fund positions in Q1 2024 and 7 closed out, a net change of +4 holders.
  • The largest PIMCO Access Income Fund buyer in Q1 2024 was SOL Capital Management, an estimated $2.35M added.
  • The largest PIMCO Access Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2024.