PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

41 hedge funds and large institutions have $148M invested in PIMCO Access Income Fund in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
19
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$887K
2
Morgan Stanley
Morgan Stanley
New York
+$844K
3
Wells Fargo
Wells Fargo
California
+$839K
4
Cohen & Steers
Cohen & Steers
New York
+$574K
5
SCM
SOL Capital Management
Maryland
+$480K

Top Sellers

1
RCM
Rivernorth Capital Management
Florida
-$7.91M
2
COLIM
City of London Investment Management
United Kingdom
-$1.11M
3
Invesco
Invesco
Georgia
-$443K
4
UBS Group
UBS Group
Switzerland
-$379K
5
BBHC
Brown Brothers Harriman & Co
New York
-$369K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$51.3M -$379K -27,303 -0.7%
RCM
2
Rivernorth Capital Management
Florida
$16.7M -$7.91M -570,125 -32%
Morgan Stanley
3
Morgan Stanley
New York
$14.4M +$844K +60,800 +6%
Cohen & Steers
4
Cohen & Steers
New York
$11.6M +$574K +41,320 +5%
PCM
5
Penserra Capital Management
California
$11.4M +$887K +63,925 +8%
SCM
6
SOL Capital Management
Maryland
$9M +$480K +34,610 +6%
Wells Fargo
7
Wells Fargo
California
$5.34M +$839K +60,468 +19%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.14M +$61.4K +4,426 +1%
Bank of America
9
Bank of America
North Carolina
$3.26M -$211K -15,233 -6%
EW
10
Element Wealth
Mississippi
$3.21M +$77K +5,549 +2%
CA
11
Corrado Advisors
New Jersey
$2.54M +$13.4K +963 +0.5%
LPL Financial
12
LPL Financial
California
$2.04M +$147K +10,558 +8%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.09M -$25.3K -1,823 -2%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.06M +$458K +33,012 +76%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$959K +$263K +18,914 +38%
JSW
16
Journey Strategic Wealth
New Jersey
$905K -$27.8K -2,000 -3%
USCWA
17
U.S. Capital Wealth Advisors
Texas
$760K +$3.12K +225 +0.4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$726K +$201K +14,509 +38%
Cerity Partners
19
Cerity Partners
New York
$694K – – –
AAM
20
Advisors Asset Management
Colorado
$605K +$35.8K +2,581 +6%
CA
21
Crumly & Associates
Illinois
$552K – – –
WS
22
Wedbush Securities
California
$514K -$3.91K -282 -0.8%
PIWA
23
Prevail Innovative Wealth Advisors
Kansas
$496K +$204K +14,725 +70%
Stifel Financial
24
Stifel Financial
Missouri
$483K +$68.6K +4,940 +17%
Comerica Bank
25
Comerica Bank
Texas
$347K +$347K +25,000 New
1
2