PIMCO Access Income Fund
PAXS
44 hedge funds and large institutions have $144M invested in PIMCO Access Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
7% more funds holding
Funds holding: 41 → 44 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $148M → $144M (-$3.62M)
7% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 14
1.29% less ownership
Funds ownership: 24.2% → 22.92% (-1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$2.09M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$843K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$837K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$318K |
| 5 |
PIWA
Prevail Innovative Wealth Advisors
Leawood,
Kansas
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$10.5M |
| 2 |
Morgan Stanley
New York
|
-$1.42M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$351K |
| 4 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$301K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$271K |
PAXS Hedge Fund Activity: Q4 2023 in Review
44 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q4 2023, worth a combined $144M — down 2.4% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PAXS positions and 7 closed out — a net gain of 3 holders — while 13 added to existing stakes and 14 trimmed.
The largest buyer was Wells Fargo, adding an estimated $2.09M. The largest seller was UBS Group, cutting an estimated $10.5M.
- 44 institutional investors held PIMCO Access Income Fund (PAXS) as of Q4 2023, up from 41 in Q3 2023.
- Funds reported $144M of PIMCO Access Income Fund stock for Q4 2023, down 2.4% quarter-over-quarter.
- 10 funds opened new PIMCO Access Income Fund positions in Q4 2023 and 7 closed out, a net change of +3 holders.
- The largest PIMCO Access Income Fund buyer in Q4 2023 was Wells Fargo, an estimated $2.09M added.
- The largest PIMCO Access Income Fund seller in Q4 2023 was UBS Group, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2023.