PIMCO Access Income Fund
PAXS
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.
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: 48 → 56 (+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: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.71M |
| 2 |
Morgan Stanley
New York
|
+$2.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$1.91M |
| 4 |
SCM
SOL Capital Management
Rockville,
Maryland
|
+$1.83M |
| 5 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$1.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
-$15.8M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$6.61M |
| 3 |
LPL Financial
San Diego,
California
|
-$571K |
| 4 |
BI
Bramshill Investments
Naples,
Florida
|
-$376K |
| 5 |
P
&Partners
Nashville,
Tennessee
|
-$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LFG
51
Larson Financial Group
St Louis,
Missouri
| $10.9K | – | – | – |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $10.2K | +$9.72K | +616 | New |
|
|
FMP
53
Financial Management Professionals
Austin,
Texas
| $4K | +$820 | +52 | +32% |
|
|
KWAG
54
Kiely Wealth Advisory Group
Kernersville,
North Carolina
| $3.93K | +$110 | +7 | +3% |
|
|
CMA
55
Cedar Mountain Advisors
Lake Oswego,
Oregon
| $1.66K | +$1.58K | +100 | New |
|
56
BlackRock
New York
| $14 | +$16 | +1 | New |
|
|
CAM
57
Creekmur Asset Management
Morton,
Illinois
| $12 | – | – | – |
|
|
PCM
58
Penserra Capital Management
Orinda,
California
| – | -$15.8M | -999,801 | Closed |
|
|
RCM
59
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$6.61M | -417,926 | Closed |
|
|
P
60
&Partners
Nashville,
Tennessee
| – | -$209K | -13,199 | Closed |
|
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.