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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
MNBTD
426
Moody National Bank Trust Division
Texas
$585K +$217K +3,735 +55%
DWM
427
Dakota Wealth Management
Florida
$577K +$601K +10,332 New
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$572K +$61.2K +1,052 +11%
RWB
429
RMR Wealth Builders
New Jersey
$570K +$407 +7 +0.1%
CIBC Private Wealth Group
430
CIBC Private Wealth Group
Georgia
$557K +$10.8K +186 +2%
SWM
431
Spire Wealth Management
Virginia
$556K -$523 -9 -0.1%
NAG
432
Northstar Advisory Group
New Jersey
$555K +$578K +9,942 New
JWCA
433
J.W. Cole Advisors
Florida
$549K -$17.3K -298 -3%
IP
434
Intellectus Partners
California
$549K +$7.5K +129 +1%
SP
435
Symmetry Partners
Connecticut
$546K +$76.8K +1,321 +16%
SFM
436
Signet Financial Management
New Jersey
$532K -$5.87K -101 -1%
SEC
437
Seven Eight Capital
New York
$531K -$29.1K -500 -5%
HL
438
HeadInvest LLC
Maine
$525K -$87.2K -1,500 -14%
ACS
439
Archford Capital Strategies
Illinois
$521K +$89.6K +1,542 +20%
FANJ
440
Financial Architects (New Jersey)
New Jersey
$521K +$543K +9,344 New
IA
441
IFP Advisors
Florida
$518K +$966K +16,613 +1,896%
Man Group
442
Man Group
United Kingdom
$517K +$539K +9,269 New
KAS
443
Kestra Advisory Services
Texas
$506K +$91.4K +1,572 +21%
EOJOAM
444
E. Ohman J:or Asset Management
Sweden
$502K
CA
445
Cetera Advisors
Colorado
$502K +$23.9K +411 +5%
TFA
446
Teamwork Financial Advisors
Texas
$500K -$44.3K -762 -8%
BOPW
447
Brandywine Oak Private Wealth
Pennsylvania
$498K -$25.3K -435 -5%
SB
448
Strategic Blueprint
Georgia
$497K +$2.04K +35 +0.4%
FCH
449
Freestone Capital Holdings
Washington
$492K -$2.33K -40 -0.5%
LCOV
450
London Company of Virginia
Virginia
$489K