PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

44 hedge funds and large institutions have $158M invested in PIMCO Access Income Fund in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
14
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.9M
2
Wells Fargo
Wells Fargo
California
+$2.17M
3
PCM
Penserra Capital Management
California
+$877K
4
RCM
Rivernorth Capital Management
Florida
+$870K
5
Truist Financial
Truist Financial
North Carolina
+$331K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$10.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$365K
3
SPC
Sigma Planning Corp
Michigan
-$301K
4
Osaic Holdings
Osaic Holdings
Arizona
-$282K
5
Lido Advisors
Lido Advisors
California
-$271K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$42M -$10.9M -761,851 -21%
Morgan Stanley
2
Morgan Stanley
New York
$26.7M +$11.9M +828,788 +80%
RCM
3
Rivernorth Capital Management
Florida
$18.1M +$870K +60,813 +5%
PCM
4
Penserra Capital Management
California
$12.7M +$877K +61,305 +7%
Cohen & Steers
5
Cohen & Steers
New York
$11.9M – – –
SCM
6
SOL Capital Management
Maryland
$9.25M -$27.4K -1,914 -0.3%
Wells Fargo
7
Wells Fargo
California
$7.67M +$2.17M +151,965 +40%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.93M -$365K -25,544 -7%
Bank of America
9
Bank of America
North Carolina
$3.41M +$51.2K +3,582 +2%
EW
10
Element Wealth
Mississippi
$3.34M +$34.5K +2,410 +1%
CA
11
Corrado Advisors
New Jersey
$2.53M -$82.9K -5,797 -3%
LPL Financial
12
LPL Financial
California
$2.31M +$204K +14,295 +10%
CPRC
13
Consolidated Portfolio Review Corp
New York
$1.18M +$58.6K +4,098 +5%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$931K -$56.8K -3,975 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$814K -$282K -19,713 -26%
PIWA
16
Prevail Innovative Wealth Advisors
Kansas
$811K +$300K +20,977 +59%
JSW
17
Journey Strategic Wealth
New Jersey
$803K -$129K -9,000 -14%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$748K +$372 +26 +0%
LA
19
LM Advisors
California
$736K +$736K +51,485 New
Cerity Partners
20
Cerity Partners
New York
$715K – – –
USCWA
21
U.S. Capital Wealth Advisors
Texas
$635K -$148K -10,315 -19%
AAM
22
Advisors Asset Management
Colorado
$612K -$12K -837 -2%
Invesco
23
Invesco
Georgia
$581K +$255K +17,867 +78%
CA
24
Crumly & Associates
Illinois
$568K – – –
WS
25
Wedbush Securities
California
$484K -$45.1K -3,155 -9%
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