PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

47 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, 17 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
–
Holders Change %
0%
% of All Funds
0.68%
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
17
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TJHA
Thomas J. Herzfeld Advisors
Florida
+$2.6M
2
SCM
SOL Capital Management
Maryland
+$2.24M
3
Wells Fargo
Wells Fargo
California
+$1.79M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.22M
5
NA
Nottingham Advisors
New York
+$637K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$4.27M
2
UBS Group
UBS Group
Switzerland
-$2.02M
3
PI
PFG Investments
New York
-$1.14M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$865K
5
Bank of America
Bank of America
North Carolina
-$502K
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
26
Sanctuary Advisors
Indiana
$544K +$544K +35,500 New
Rockefeller Capital Management
27
Rockefeller Capital Management
New York
$517K +$136K +8,614 +36%
JSW
28
Journey Strategic Wealth
New Jersey
$485K +$66.4K +4,200 +16%
AWS
29
Atria Wealth Solutions
New York
$472K -$16K -1,000 -3%
Invesco
30
Invesco
Georgia
$464K -$278K -17,602 -38%
Corient Private Wealth
31
Corient Private Wealth
Florida
$460K +$4.17K +264 +0.9%
Stifel Financial
32
Stifel Financial
Missouri
$455K +$125K +7,896 +38%
CPIG
33
Chicago Partners Investment Group
Illinois
$396K +$34.2K +2,230 +9%
MC
34
Mathes Company
New York
$348K – – –
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$338K -$13.2K -831 -4%
FAG
36
Fortitude Advisory Group
Washington
$282K +$282K +17,818 New
CIA
37
Capital Investment Advisors
Georgia
$258K +$47.4K +3,000 +23%
Comerica Bank
38
Comerica Bank
Texas
$221K – – –
P
39
&Partners
Tennessee
$209K +$47.4K +3,000 +29%
HCM
40
Hilton Capital Management
New York
$190K – – –
PI
41
PFG Investments
New York
$180K -$1.14M -72,296 -86%
First Trust Advisors
42
First Trust Advisors
Illinois
$167K +$167K +10,593 New
CA
43
Continuum Advisory
Idaho
$90.6K +$696 +44 +0.8%
HNB
44
Huntington National Bank
Ohio
$62.6K -$62.3K – –
LFG
45
Larson Financial Group
Missouri
$10.4K – – –
KWAG
46
Kiely Wealth Advisory Group
North Carolina
$3.66K +$3.66K +239 New
FMP
47
Financial Management Professionals
Texas
$3K +$582 +32 +24%
CAM
48
Creekmur Asset Management
Illinois
$11 -$2.67K -243 -100%
USCWA
49
U.S. Capital Wealth Advisors
Texas
– -$444K -28,208 Closed
PIN
50
Prudent Investors Network
California
– -$249K -15,843 Closed
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2
3