PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

37 hedge funds and large institutions have $134M invested in PIMCO Access Income Fund in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
37
Holders Change
+3
Holders Change %
+8.82%
% of All Funds
0.6%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
8
Increased
14
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAM
Cresset Asset Management
Illinois
+$22.8M
2
UBS Group
UBS Group
Switzerland
+$3.83M
3
SCM
SOL Capital Management
Maryland
+$2.73M
4
Cohen & Steers
Cohen & Steers
New York
+$2.25M
5
PCM
Penserra Capital Management
California
+$1.16M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.8M
2
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$10.2M
3
COLIM
City of London Investment Management
United Kingdom
-$1.32M
4
RCM
Rivernorth Capital Management
Florida
-$1.09M
5
CA
Crumly & Associates
Illinois
-$821K
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$27.1M -$1.09M -73,404 -4%
CAM
2
Cresset Asset Management
Illinois
$23.2M +$22.8M +1,539,651 +6,074%
UBS Group
3
UBS Group
Switzerland
$21.7M +$3.83M +259,246 +21%
Morgan Stanley
4
Morgan Stanley
New York
$13.4M -$12.8M -866,188 -49%
PCM
5
Penserra Capital Management
California
$9.9M +$1.16M +78,360 +13%
SCM
6
SOL Capital Management
Maryland
$7.22M +$2.73M +184,415 +61%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.3M +$325K +21,973 +5%
Cohen & Steers
8
Cohen & Steers
New York
$6.14M +$2.25M +151,996 +58%
EW
9
Element Wealth
Mississippi
$3.18M +$398K +26,904 +14%
CA
10
Corrado Advisors
New Jersey
$2.91M -$2.41K -163 -0.1%
Bank of America
11
Bank of America
North Carolina
$2.87M +$731K +49,454 +34%
Wells Fargo
12
Wells Fargo
California
$1.72M +$728K +49,199 +73%
LPL Financial
13
LPL Financial
California
$1.13M +$1.13M +76,563 New
JSW
14
Journey Strategic Wealth
New Jersey
$1.07M +$291K +19,685 +37%
WAM
15
Weiss Asset Management
Massachusetts
$1.06M +$1.06M +71,748 New
Cerity Partners
16
Cerity Partners
New York
$740K +$740K +50,000 New
CA
17
Crumly & Associates
Illinois
$588K -$821K -55,525 -58%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$546K +$29.2K +1,975 +6%
WS
19
Wedbush Securities
California
$494K +$21K +1,420 +4%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$473K +$473K +31,988 New
Stifel Financial
21
Stifel Financial
Missouri
$365K -$22.9K -1,546 -6%
Osaic Holdings
22
Osaic Holdings
Arizona
$342K +$120K +8,152 +54%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$299K +$17.2K +1,160 +6%
Lido Advisors
24
Lido Advisors
California
$288K -$37K -2,500 -11%
MC
25
Mathes Company
New York
$259K – – –
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