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630 hedge funds and large institutions have $17.4B invested in PACCAR in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $54.4M

0.44% more ownership

Funds ownership: 94.95%95.38% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 236

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 647630 (-17)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $19.6B → $17.4B (-$2.14B)

Holders
630
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
11.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
237
Reduced
236
Closed
66
Calls
$96.8M
Puts
$54.4M
Net Calls
+$42.4M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CM
276
Caption Management
Oklahoma
$1.81M +$1.91M +34,500 New
NMERB
277
New Mexico Educational Retirement Board
New Mexico
$1.8M -$33.3K -600 -2%
BMSSC
278
B. Metzler seel. Sohn & Co
Germany
$1.75M -$112K -2,023 -6%
SFA
279
Sequoia Financial Advisors
Ohio
$1.74M -$3.51M -63,327 -66%
UA
280
Unison Advisors
District of Columbia
$1.73M -$463K -8,334 -20%
PFO
281
Pathstone Family Office
New Jersey
$1.69M +$166 +3 +0%
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$1.68M -$13.1K -236 -0.7%
KWA
283
KCS Wealth Advisory
California
$1.67M +$688K +12,390 +64%
BPM
284
Bowling Portfolio Management
Ohio
$1.67M -$22.4K -403 -1%
EGM
285
Engineers Gate Manager
New York
$1.66M +$1.07M +19,234 +155%
BF
286
BOK Financial
Oklahoma
$1.66M +$1.75M +31,485 New
KRS
287
Kentucky Retirement Systems
Kentucky
$1.62M +$27.5K +496 +2%
CGH
288
Crossmark Global Holdings
Texas
$1.6M -$105K -1,896 -6%
CAM
289
Cresset Asset Management
Illinois
$1.59M -$3.66K -66 -0.2%
HT
290
Heritage Trust
Oklahoma
$1.57M -$13K -234 -0.8%
SCA
291
Snowden Capital Advisors
New York
$1.57M +$287K +5,163 +21%
SWM
292
Spire Wealth Management
Virginia
$1.51M
PG
293
Pendal Group
Australia
$1.51M +$31.8K +573 +2%
WG
294
Winton Group
United Kingdom
$1.45M +$5.33K +96 +0.4%
PAM
295
Panagora Asset Management
Massachusetts
$1.44M +$98.4K +1,773 +7%
NERM
296
New England Research & Management
Illinois
$1.43M +$630K +11,347 +72%
OAM
297
Optimal Asset Management
California
$1.39M +$5.49K +99 +0.4%
NMIMC
298
Northwestern Mutual Investment Management Company
Wisconsin
$1.39M +$151K +2,718 +11%
CMO
299
Covenant Multifamily Offices
Texas
$1.38M +$5.44K +98 +0.4%
CB
300
Commerce Bank
Missouri
$1.35M +$140K +2,518 +11%

PCAR Hedge Fund Activity: Q3 2021 in Review

630 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2021, worth a combined $17.4B — down 11% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PCAR and 59 opened new positions — a net loss of 7 holders — while 236 trimmed existing stakes and 237 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $465M. The largest seller was Capital World Investors, cutting an estimated $908M.

  • 630 institutional investors held PACCAR (PCAR) as of Q3 2021, down from 647 in Q2 2021.
  • Funds reported $17.4B of PACCAR stock for Q3 2021, down 11% quarter-over-quarter.
  • 59 funds opened new PACCAR positions in Q3 2021 and 66 closed out, a net change of -7 holders.
  • The largest PACCAR buyer in Q3 2021 was Massachusetts Financial Services, an estimated $465M added.
  • The largest PACCAR seller in Q3 2021 was Capital World Investors, an estimated $908M sold.

Based on aggregated 13F filings for Q3 2021.