We are live on ! Find out more
PAXS

PIMCO Access Income Fund

48 hedge funds and large institutions have $160M invested in PIMCO Access Income Fund in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0% more capital invested

Capital invested by funds: $159M → $160M (+$762K)

0% more funds holding

Funds holding: 4848 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.01% less ownership

Funds ownership: 23.01%23.01% (-0.01%)

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

Holders
48
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
18
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$45M -$2M -127,590 -4%
PCM
2
Penserra Capital Management
California
$15.8M +$348K +22,220 +2%
SCM
3
SOL Capital Management
Maryland
$14.9M +$2.22M +141,815 +18%
Morgan Stanley
4
Morgan Stanley
New York
$13.8M -$472K -30,101 -3%
Cohen & Steers
5
Cohen & Steers
New York
$13.4M +$125K +8,000 +1%
Wells Fargo
6
Wells Fargo
California
$12.6M +$1.78M +113,355 +17%
RCM
7
Rivernorth Capital Management
Florida
$6.61M -$4.24M -270,386 -39%
TJHA
8
Thomas J. Herzfeld Advisors
Florida
$4.15M +$2.58M +164,409 +167%
EW
9
Element Wealth
Mississippi
$3.71M -$21.2K -1,353 -0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.53M -$858K -54,722 -20%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.33M +$1.21M +77,307 +58%
Bank of America
12
Bank of America
North Carolina
$3.3M -$498K -31,745 -13%
CA
13
Corrado Advisors
New Jersey
$2.56M -$81.5K -5,199 -3%
LPL Financial
14
LPL Financial
California
$2.53M +$297K +18,947 +13%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.21M -$106K -6,787 -8%
BI
16
Bramshill Investments
Florida
$1.09M -$44.3K -2,825 -4%
Cerity Partners
17
Cerity Partners
New York
$791K
CL
18
Choreo LLC
Illinois
$782K +$267K +17,014 +53%
Truist Financial
19
Truist Financial
North Carolina
$670K -$21.8K -1,387 -3%
AAM
20
Advisors Asset Management
Colorado
$660K -$10.7K -680 -2%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$658K -$16.2K -1,036 -2%
NA
22
Nottingham Advisors
New York
$637K +$632K +40,301 New
CA
23
Crumly & Associates
Illinois
$628K
WS
24
Wedbush Securities
California
$596K -$8.09K -516 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$594K -$306K -19,509 -34%

PAXS Hedge Fund Activity: Q2 2024 in Review

48 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in PIMCO Access Income Fund (PAXS) for Q2 2024, worth a combined $160M — up 0.48% from $159M a quarter earlier.

Fund positioning in PAXS was balanced in Q2 2024: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $2.58M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.24M.

  • 48 institutional investors held PIMCO Access Income Fund (PAXS) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $160M of PIMCO Access Income Fund stock for Q2 2024, up 0.48% quarter-over-quarter.
  • 5 funds opened new PIMCO Access Income Fund positions in Q2 2024 and 5 closed out, a net change of 0 holders.
  • The largest PIMCO Access Income Fund buyer in Q2 2024 was Thomas J. Herzfeld Advisors, an estimated $2.58M added.
  • The largest PIMCO Access Income Fund seller in Q2 2024 was Rivernorth Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2024.