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PAXS

PIMCO Access Income Fund

56 hedge funds and large institutions have $161M invested in PIMCO Access Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

17% more funds holding

Funds holding: 4856 (+8)

1% more capital invested

Capital invested by funds: $160M → $161M (+$1.36M)

0.95% less ownership

Funds ownership: 23.01%22.05% (-0.95%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
56
Holders Change
+8
Holders Change %
+16.67%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
21
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Nottingham Advisors
New York
$670K
CA
27
Crumly & Associates
Illinois
$661K
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$590K +$223K +14,148 +66%
JSW
29
Journey Strategic Wealth
New Jersey
$588K +$74.2K +4,700 +15%
SA
30
Sanctuary Advisors
Indiana
$536K -$50.2K -3,181 -9%
CPIG
31
Chicago Partners Investment Group
Illinois
$506K +$83.1K +5,264 +20%
AWS
32
Atria Wealth Solutions
New York
$473K -$22.1K -1,400 -5%
Stifel Financial
33
Stifel Financial
Missouri
$471K -$8.03K -509 -2%
MC
34
Mathes Company
New York
$366K
Invesco
35
Invesco
Georgia
$351K -$130K -8,224 -28%
Comerica Bank
36
Comerica Bank
Texas
$349K +$110K +6,961 +50%
Corient Private Wealth
37
Corient Private Wealth
Florida
$326K -$150K -9,504 -33%
FAG
38
Fortitude Advisory Group
Washington
$296K
CIA
39
Capital Investment Advisors
Georgia
$271K
PAG
40
Private Advisor Group
New Jersey
$252K +$239K +15,142 New
NAS
41
NWF Advisory Services
California
$214K
HCM
42
Hilton Capital Management
New York
$200K
PI
43
PFG Investments
New York
$190K
First Trust Advisors
44
First Trust Advisors
Illinois
$185K +$8.57K +543 +5%
BCA
45
Bay Colony Advisors
Massachusetts
$181K +$172K +10,880 New
CA
46
Continuum Advisory
Idaho
$85.9K -$5.47K -347 -6%
LC
47
Lindbrook Capital
California
$83.2K +$78.9K +5,000 New
FFA
48
Farther Finance Advisors
California
$66.5K +$63.1K +4,000 New
HNB
49
Huntington National Bank
Ohio
$65.9K
FIA
50
FNY Investment Advisers
New York
$13K +$12.6K +800 New

PAXS Hedge Fund Activity: Q3 2024 in Review

56 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q3 2024, worth a combined $161M — up 0.85% from $160M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PAXS positions and 3 closed out — a net gain of 8 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was UBS Group, adding an estimated $2.71M. The largest seller was Penserra Capital Management, exiting entirely with an estimated $15.8M sold.

  • 56 institutional investors held PIMCO Access Income Fund (PAXS) as of Q3 2024, up from 48 in Q2 2024.
  • Funds reported $161M of PIMCO Access Income Fund stock for Q3 2024, up 0.85% quarter-over-quarter.
  • 11 funds opened new PIMCO Access Income Fund positions in Q3 2024 and 3 closed out, a net change of +8 holders.
  • The largest PIMCO Access Income Fund buyer in Q3 2024 was UBS Group, an estimated $2.71M added.
  • The largest PIMCO Access Income Fund seller in Q3 2024 was Penserra Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q3 2024.