PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

47 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
0.68%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
16
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
SOL Capital Management
Maryland
+$2.45M
2
Wells Fargo
Wells Fargo
California
+$2.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.09M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
+$1.55M
5
PCM
Penserra Capital Management
California
+$1.44M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$15.1M
2
RCM
Rivernorth Capital Management
Florida
-$9.08M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
4
PIWA
Prevail Innovative Wealth Advisors
Kansas
-$811K
5
LA
LM Advisors
California
-$736K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
– -$335K -23,415 Closed
BHPW
52
Beverly Hills Private Wealth
California
– -$270K -18,886 Closed
RJFSA
53
Raymond James Financial Services Advisors
Florida
– -$166K -11,616 Closed
ASN
54
Advisory Services Network
Georgia
– -$53.6K -3,750 Closed
US Bancorp
55
US Bancorp
Minnesota
– -$4.43K -310 Closed
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