PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

44 hedge funds and large institutions have $162M invested in PIMCO Access Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+6
Holders Change %
+15.79%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
17
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$3.71M
2
COLIM
City of London Investment Management
United Kingdom
+$961K
3
SCM
SOL Capital Management
Maryland
+$790K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$740K
5
PCM
Penserra Capital Management
California
+$699K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$9.02M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.52M
3
RCM
Rivernorth Capital Management
Florida
-$744K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$613K
5
Bank of America
Bank of America
North Carolina
-$132K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$54.9M -$9.02M -611,677 -14%
RCM
2
Rivernorth Capital Management
Florida
$26.2M -$744K -50,450 -3%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M -$77.4K -5,247 -0.5%
Cohen & Steers
4
Cohen & Steers
New York
$11.7M +$3.71M +251,833 +47%
PCM
5
Penserra Capital Management
California
$11.2M +$699K +47,401 +7%
SCM
6
SOL Capital Management
Maryland
$9.06M +$790K +53,525 +10%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$5.39M -$2.52M -170,826 -32%
Wells Fargo
8
Wells Fargo
California
$4.78M +$134K +9,072 +3%
Bank of America
9
Bank of America
North Carolina
$3.68M -$132K -8,947 -3%
EW
10
Element Wealth
Mississippi
$3.33M +$101K +6,821 +3%
CA
11
Corrado Advisors
New Jersey
$2.68M +$50.8K +3,446 +2%
LPL Financial
12
LPL Financial
California
$2.01M -$76.7K -5,197 -4%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.19M +$299K +20,279 +34%
COLIM
14
City of London Investment Management
United Kingdom
$1.11M +$961K +65,226 +639%
JSW
15
Journey Strategic Wealth
New Jersey
$991K -$108K -7,350 -10%
Invesco
16
Invesco
Georgia
$806K -$20.6K -1,395 -2%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$804K +$109K +7,390 +16%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$740K +$740K +50,185 New
Cerity Partners
19
Cerity Partners
New York
$738K – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$644K +$47.2K +3,200 +8%
AAM
21
Advisors Asset Management
Colorado
$605K +$104K +7,046 +21%
CA
22
Crumly & Associates
Illinois
$586K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$557K +$13.6K +923 +3%
WS
24
Wedbush Securities
California
$550K +$64K +4,343 +13%
Stifel Financial
25
Stifel Financial
Missouri
$440K +$87.8K +5,951 +25%
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