PIMCO Access Income Fund
PAXS
44 hedge funds and large institutions have $158M invested in PIMCO Access Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 41 → 44 (+3)
7% more capital invested
Capital invested by funds: $148M → $158M (+$9.72M)
8% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 13
0.83% more ownership
Funds ownership: 24.2% → 25.04% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$843K |
| 4 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$837K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$318K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$351K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$301K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$271K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCM
51
Raleigh Capital Management
Cary,
North Carolina
| – | -$11.2K | -810 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$28 | -2 | Closed |
|
PAXS Hedge Fund Activity: Q4 2023 in Review
44 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2023, worth a combined $158M — up 6.6% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PAXS positions and 7 closed out — a net gain of 3 holders — while 14 added to existing stakes and 13 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was UBS Group, cutting an estimated $10.5M.
- 44 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $158M of PIMCO Access Income Fund stock for Q4 2023, up 6.6% quarter-over-quarter.
- 10 funds opened new PIMCO Access Income Fund positions in Q4 2023 and 7 closed out, a net change of +3 holders.
- The largest PIMCO Access Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $11.4M added.
- The largest PIMCO Access Income Fund seller in Q4 2023 was UBS Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2023.