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721 hedge funds and large institutions have $19B invested in PACCAR in 2022 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 302 increasing their positions, 228 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $118M | Put options by funds: $44.5M

52% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 52

32% more repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 228

3% more funds holding

Funds holding: 702721 (+19)

1.2% more ownership

Funds ownership: 96.7%97.9% (+1.2%)

3% more capital invested

Capital invested by funds: $18.4B → $19B (+$561M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
721
Holders Change
+19
Holders Change %
+2.71%
% of All Funds
12.42%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
79
Increased
302
Reduced
228
Closed
52
Calls
$118M
Puts
$44.5M
Net Calls
+$73.4M
Net Calls Change
+$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
401
Wayfinding Financial
Washington
$760K
TFS
402
TrustCore Financial Services
Tennessee
$755K
OPPTF
403
OPSEU Pension Plan Trust Fund
Ontario, Canada
$749K +$1.74K +30 +0.2%
LJHT
404
Laurie J. Hall Trustee
$746K
FAIM
405
Financial Advocates Investment Management
Washington
$738K -$40.7K -700 -5%
CRWM
406
Castle Rock Wealth Management
California
$733K +$58 +1 +0%
PCM
407
Prelude Capital Management
New York
$721K +$489K +8,418 +187%
BC
408
Bartlett & Co
Ohio
$701K
EF
409
Empirical Finance
Pennsylvania
$701K +$120K +2,064 +20%
BCWM
410
Bartlett & Co Wealth Management
Ohio
$701K
BBVA
411
Banco Bilbao Vizcaya Argentaria
Spain
$694K -$11.2K -192 -2%
PA
412
Pinnacle Associates
New York
$685K +$31.4K +540 +5%
CAM
413
Cresset Asset Management
Illinois
$675K -$86K -1,479 -11%
HI
414
Horizon Investments
North Carolina
$671K +$257K +4,422 +58%
GFPC
415
Global Financial Private Client
Florida
$669K +$674K +11,595 +68,206%
QIM
416
Quantitative Investment Management
Virginia
$662K +$690K +11,873 New
LNWWM
417
Laird Norton Wetherby Wealth Management
California
$653K +$13.1K +225 +2%
BL
418
Balentine LLC
Georgia
$646K -$392K -6,739 -37%
S
419
Seeyond
France
$638K -$323K -5,553 -33%
NA
420
NewEdge Advisors
Louisiana
$621K +$646K +11,118 New
GT
421
Greenleaf Trust
Michigan
$609K +$132K +2,268 +26%
CCP
422
Corient Capital Partners
California
$608K +$16.2K +278 +3%
APP
423
Alpha Paradigm Partners
Illinois
$608K +$339K +5,835 +115%
AIA
424
Alera Investment Advisors
Illinois
$589K +$14.4K +247 +2%
CCM
425
Covington Capital Management
California
$585K