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PAXS

PIMCO Access Income Fund

48 hedge funds and large institutions have $160M invested in PIMCO Access Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more capital invested

Capital invested by funds: $159M → $160M (+$762K)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.01% less ownership

Funds ownership: 23.01%23.01% (-0.01%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
18
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
26
Sanctuary Advisors
Indiana
$544K +$557K +35,500 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$517K +$135K +8,614 +36%
JSW
28
Journey Strategic Wealth
New Jersey
$485K +$65.9K +4,200 +16%
AWS
29
Atria Wealth Solutions
New York
$472K -$15.7K -1,000 -3%
Invesco
30
Invesco
Georgia
$464K -$276K -17,602 -38%
Corient Private Wealth
31
Corient Private Wealth
Florida
$460K +$4.14K +264 +0.9%
Stifel Financial
32
Stifel Financial
Missouri
$455K +$124K +7,896 +38%
CPIG
33
Chicago Partners Investment Group
Illinois
$396K +$35K +2,230 +9%
MC
34
Mathes Company
New York
$348K
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$338K -$13K -831 -4%
FAG
36
Fortitude Advisory Group
Washington
$282K +$279K +17,818 New
CIA
37
Capital Investment Advisors
Georgia
$258K +$47K +3,000 +23%
Comerica Bank
38
Comerica Bank
Texas
$221K
P
39
&Partners
Tennessee
$209K +$47K +3,000 +29%
NAS
40
NWF Advisory Services
California
$203K +$20.1K +1,283 +11%
HCM
41
Hilton Capital Management
New York
$190K
PI
42
PFG Investments
New York
$180K -$1.13M -72,296 -86%
First Trust Advisors
43
First Trust Advisors
Illinois
$167K +$166K +10,593 New
CA
44
Continuum Advisory
Idaho
$90.6K +$690 +44 +0.8%
HNB
45
Huntington National Bank
Ohio
$62.6K
LFG
46
Larson Financial Group
Missouri
$10.4K
KWAG
47
Kiely Wealth Advisory Group
North Carolina
$3.65K +$3.75K +239 New
FMP
48
Financial Management Professionals
Texas
$3K +$502 +32 +24%
CAM
49
Creekmur Asset Management
Illinois
$11 -$3.81K -243 -100%
USCWA
50
U.S. Capital Wealth Advisors
Texas
-$444K -28,208 Closed

PAXS Hedge Fund Activity: Q2 2024 in Review

48 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q2 2024, worth a combined $160M — up 0.48% from $159M a quarter earlier.

Fund positioning in PAXS was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.58M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.24M.

  • 48 institutional investors held PIMCO Access Income Fund (PAXS) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $160M of PIMCO Access Income Fund stock for Q2 2024, up 0.48% quarter-over-quarter.
  • 5 funds opened new PIMCO Access Income Fund positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest PIMCO Access Income Fund buyer in Q2 2024 was Thomas J. Herzfeld Advisors, an estimated $2.58M added.
  • The largest PIMCO Access Income Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2024.