PAXS

PIMCO Access Income Fund
PAXS

Overview Fund Activity

55 hedge funds and large institutions have $161M invested in PIMCO Access Income Fund in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
21
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$2.85M
2
Morgan Stanley
Morgan Stanley
New York
+$2.32M
3
Wells Fargo
Wells Fargo
California
+$2.01M
4
SCM
SOL Capital Management
Maryland
+$1.92M
5
SMC
Smith, Moore & Co
Missouri
+$1.64M

Top Sellers

1
PCM
Penserra Capital Management
California
-$15.8M
2
RCM
Rivernorth Capital Management
Florida
-$6.61M
3
LPL Financial
LPL Financial
California
-$601K
4
BI
Bramshill Investments
Florida
-$396K
5
P
&Partners
Tennessee
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$50.2M +$2.85M +171,590 +6%
SCM
2
SOL Capital Management
Maryland
$17.6M +$1.92M +115,711 +12%
Morgan Stanley
3
Morgan Stanley
New York
$16.9M +$2.32M +139,463 +16%
Wells Fargo
4
Wells Fargo
California
$15.3M +$2.01M +120,767 +15%
Cohen & Steers
5
Cohen & Steers
New York
$14.9M +$748K +44,998 +5%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$5.08M +$712K +42,793 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.8M +$1.3M +78,101 +37%
Bank of America
8
Bank of America
North Carolina
$4.15M +$678K +40,782 +20%
EW
9
Element Wealth
Mississippi
$3.77M -$126K -7,597 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.62M -$99.1K -5,960 -3%
CA
11
Corrado Advisors
New Jersey
$2.61M -$84.2K -5,064 -3%
LPL Financial
12
LPL Financial
California
$2.06M -$601K -36,167 -23%
SMC
13
Smith, Moore & Co
Missouri
$1.64M +$1.64M +98,726 New
WIA
14
World Investment Advisors
California
$1.36M +$1.36M +81,700 New
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.28M +$7.07K +425 +0.6%
Millennium Management
16
Millennium Management
New York
$1.25M +$1.25M +75,277 New
CL
17
Choreo LLC
Illinois
$993K +$160K +9,452 +19%
Cerity Partners
18
Cerity Partners
New York
$832K – – –
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$796K +$253K +15,201 +47%
BI
20
Bramshill Investments
Florida
$753K -$396K -23,838 -35%
Truist Financial
21
Truist Financial
North Carolina
$743K +$38K +2,284 +5%
Osaic Holdings
22
Osaic Holdings
Arizona
$741K +$116K +6,991 +19%
WS
23
Wedbush Securities
California
$684K +$56.7K +3,410 +9%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$679K -$13.5K -809 -2%
AAM
25
Advisors Asset Management
Colorado
$673K -$21.2K -1,276 -3%
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