PIMCO Access Income Fund
PAXS
48 hedge funds and large institutions have $159M invested in PIMCO Access Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 16 increasing their positions, 14 reducing their positions, and 7 closing their positions.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
14% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 14
9% more funds holding
Funds holding: 44 → 48 (+4)
1% more capital invested
Capital invested by funds: $158M → $159M (+$1.72M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.02% less ownership
Funds ownership: 25.04% → 23.01% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$2.35M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.26M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.01M |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$1.48M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.5M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$8.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1M |
| 4 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
-$811K |
| 5 |
LA
LM Advisors
San Diego,
California
|
-$736K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LA
51
LM Advisors
San Diego,
California
| – | -$736K | -51,485 | Closed |
|
52
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$335K | -23,415 | Closed |
|
|
BHPW
53
Beverly Hills Private Wealth
Beverly Hills,
California
| – | -$270K | -18,886 | Closed |
|
|
RJFSA
54
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$166K | -11,616 | Closed |
|
|
ASN
55
Advisory Services Network
Atlanta,
Georgia
| – | -$53.6K | -3,750 | Closed |
|
56
US Bancorp
Minneapolis,
Minnesota
| – | -$4.43K | -310 | Closed |
|
PAXS Hedge Fund Activity: Q1 2024 in Review
48 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q1 2024, worth a combined $159M — up 1.1% from $158M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new PAXS positions and 7 closed out — a net gain of 4 holders — while 16 added to existing stakes and 14 trimmed.
The largest buyer was SOL Capital Management, adding an estimated $2.35M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.
- 48 institutional investors held PIMCO Access Income Fund (PAXS) as of Q1 2024, up from 44 in Q4 2023.
- Funds reported $159M of PIMCO Access Income Fund stock for Q1 2024, up 1.1% quarter-over-quarter.
- 11 funds opened new PIMCO Access Income Fund positions in Q1 2024 and 7 closed out, a net change of +4 holders.
- The largest PIMCO Access Income Fund buyer in Q1 2024 was SOL Capital Management, an estimated $2.35M added.
- The largest PIMCO Access Income Fund seller in Q1 2024 was Morgan Stanley, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2024.