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690 hedge funds and large institutions have $19.4B invested in PACCAR in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 240 increasing their positions, 234 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 60

85% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $30M

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

12% more capital invested

Capital invested by funds: $17.4B → $19.4B (+$2.01B)

10% more funds holding

Funds holding: 630690 (+60)

3% more repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 234

0.02% less ownership

Funds ownership: 95.38%95.36% (-0.02%)

Holders
690
Holders Change
+60
Holders Change %
+9.52%
% of All Funds
10.62%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
126
Increased
240
Reduced
234
Closed
60
Calls
$55.4M
Puts
$30M
Net Calls
+$25.4M
Net Calls Change
-$17M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
376
Bessemer Group
New Jersey
$704K +$200K +3,453 +41%
BCM
377
Brookstone Capital Management
Illinois
$696K +$646K +11,178 New
CI
378
Cigna Investments
Connecticut
$683K -$243K -4,200 -27%
LA
379
Lifeworks Advisors
Michigan
$669K +$657K +11,373 New
CICI
380
Capital Investment Counsel Inc
North Carolina
$662K -$43.4K -750 -6%
PAG
381
Private Advisor Group
New Jersey
$657K -$273K -4,721 -30%
PA
382
Pinnacle Associates
New York
$657K
HL
383
HeadInvest LLC
Maine
$642K -$173K -3,000 -22%
AP
384
Advisor Partners
California
$624K +$79.1K +1,368 +15%
BOPW
385
Brandywine Oak Private Wealth
Pennsylvania
$618K +$1.5K +26 +0.2%
CCM
386
Covington Capital Management
California
$617K
JWCA
387
J.W. Cole Advisors
Florida
$614K +$52.2K +903 +9%
IC
388
IEQ Capital
California
$609K +$75.4K +1,305 +14%
EWM
389
Empirical Wealth Management
Washington
$603K -$178K -3,079 -23%
FANJ
390
Financial Architects (New Jersey)
New Jersey
$601K +$53.3K +923 +10%
SC
391
Scotia Capital
Ontario, Canada
$596K +$87.1K +1,507 +17%
Rockefeller Capital Management
392
Rockefeller Capital Management
New York
$596K +$197K +3,412 +51%
NA
393
NewEdge Advisors
Louisiana
$593K +$304K +5,259 +109%
CIBC Private Wealth Group
394
CIBC Private Wealth Group
Georgia
$586K +$575K +9,953 New
XT
395
XTX Topco
Cayman Islands
$581K -$16.6K -287 -3%
BC
396
Bridgefront Capital
Texas
$559K +$197K +3,407 +56%
Credit Agricole
397
Credit Agricole
France
$559K +$389K +6,735 +244%
PP
398
Paloma Partners
Connecticut
$549K +$539K +9,324 New
LWM
399
Loveless Wealth Management
Montana
$539K +$52K +900 +11%
CAN
400
Cetera Advisor Networks
California
$532K +$11.1K +192 +2%