PAXS

PIMCO Access Income Fund

38 hedge funds and large institutions have $167M invested in PIMCO Access Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.61%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
14
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$64.4M +$42.6M +2,866,338 +195%
RCM
2
Rivernorth Capital Management
Florida
$27.1M -$77.4K -5,215 -0.3%
Morgan Stanley
3
Morgan Stanley
New York
$14.6M +$1.09M +73,588 +8%
PCM
4
Penserra Capital Management
California
$10.6M +$654K +44,065 +7%
SCM
5
SOL Capital Management
Maryland
$8.32M +$1.08M +72,595 +15%
Cohen & Steers
6
Cohen & Steers
New York
$8.03M +$1.86M +125,343 +30%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$7.97M +$1.64M +110,274 +26%
Wells Fargo
8
Wells Fargo
California
$4.68M +$2.95M +198,581 +171%
Bank of America
9
Bank of America
North Carolina
$3.84M +$965K +64,997 +34%
EW
10
Element Wealth
Mississippi
$3.25M +$55.9K +3,767 +2%
CA
11
Corrado Advisors
New Jersey
$2.65M -$274K -18,420 -9%
LPL Financial
12
LPL Financial
California
$2.1M +$968K +65,180 +85%
JSW
13
Journey Strategic Wealth
New Jersey
$1.11M +$27.7K +1,868 +3%
CPRC
14
Consolidated Portfolio Review Corp
New York
$893K +$893K +60,130 New
Invesco
15
Invesco
Georgia
$833K +$833K +56,068 New
Cerity Partners
16
Cerity Partners
New York
$743K
USCWA
17
U.S. Capital Wealth Advisors
Texas
$700K +$225K +15,135 +47%
JPMorgan Chase & Co
18
JPMorgan Chase & Co
New York
$613K +$613K +41,303 New
Osaic Holdings
19
Osaic Holdings
Arizona
$601K +$256K +17,268 +74%
CA
20
Crumly & Associates
Illinois
$590K
AAM
21
Advisors Asset Management
Colorado
$505K +$505K +33,982 New
WS
22
Wedbush Securities
California
$490K -$6.54K -440 -1%
Stifel Financial
23
Stifel Financial
Missouri
$355K -$11.7K -786 -3%
SPC
24
Sigma Planning Corp
Michigan
$305K +$305K +20,570 New
Lido Advisors
25
Lido Advisors
California
$290K