PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

34 hedge funds and large institutions have $131M invested in PIMCO Access Income Fund in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 13 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
34
Holders Change
+12
Holders Change %
+54.55%
% of All Funds
0.59%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
15
Increased
13
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$15.5M
2
PCM
Penserra Capital Management
California
+$9.36M
3
Cohen & Steers
Cohen & Steers
New York
+$4.17M
4
UBS Group
UBS Group
Switzerland
+$3.6M
5
COLIM
City of London Investment Management
United Kingdom
+$1.69M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$955K
2
CA
Crumly & Associates
Illinois
-$224K
3
AC
Almitas Capital
California
-$148K
4
CA
Corrado Advisors
New Jersey
-$111K
5
AW
Avion Wealth
Texas
-$11K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$30.2M +$15.5M +975,810 +105%
Morgan Stanley
2
Morgan Stanley
New York
$28.1M -$955K -60,250 -3%
UBS Group
3
UBS Group
Switzerland
$19.2M +$3.6M +227,259 +23%
UCIG
4
Ulrich Consultants & Investment Group
New Mexico
$10.2M – – –
PCM
5
Penserra Capital Management
California
$9.36M +$9.36M +590,713 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.41M +$1.15M +72,450 +22%
SCM
7
SOL Capital Management
Maryland
$4.81M +$693K +43,750 +17%
Cohen & Steers
8
Cohen & Steers
New York
$4.17M +$4.17M +263,328 New
CA
9
Corrado Advisors
New Jersey
$3.12M -$111K -7,007 -3%
EW
10
Element Wealth
Mississippi
$2.98M +$2.35K +148 +0.1%
Bank of America
11
Bank of America
North Carolina
$2.29M +$1.27M +79,999 +124%
COLIM
12
City of London Investment Management
United Kingdom
$1.69M +$1.69M +106,530 New
CA
13
Crumly & Associates
Illinois
$1.51M -$224K -14,128 -13%
Wells Fargo
14
Wells Fargo
California
$1.07M +$352K +22,230 +49%
JSW
15
Journey Strategic Wealth
New Jersey
$840K +$121K +7,654 +17%
CCM
16
Covington Capital Management
California
$792K – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$554K +$554K +35,000 New
Millennium Management
18
Millennium Management
New York
$548K +$548K +34,568 New
WS
19
Wedbush Securities
California
$507K +$223K +14,076 +79%
Stifel Financial
20
Stifel Financial
Missouri
$415K +$415K +26,209 New
CAM
21
Cresset Asset Management
Illinois
$406K +$406K +25,349 New
Lido Advisors
22
Lido Advisors
California
$348K +$31.6K +2,000 +10%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$302K +$302K +19,035 New
MC
24
Mathes Company
New York
$277K +$87.1K +5,500 +46%
Osaic Holdings
25
Osaic Holdings
Arizona
$239K +$30.4K +1,910 +15%
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