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647 hedge funds and large institutions have $19.6B invested in PACCAR in 2021 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 236 increasing their positions, 242 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $155M | Put options by funds: $44.2M

2% less repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 242

2.17% less ownership

Funds ownership: 97.12%94.95% (-2.2%)

4% less funds holding

Funds holding: 675647 (-28)

6% less capital invested

Capital invested by funds: $20.8B → $19.6B (-$1.28B)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

26% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 84

Holders
647
Holders Change
-28
Holders Change %
-4.15%
% of All Funds
11.26%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
62
Increased
236
Reduced
242
Closed
84
Calls
$155M
Puts
$44.2M
Net Calls
+$111M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
451
Eads & Heald Wealth Management
Georgia
$358K
ASN
452
Advisory Services Network
Georgia
$358K +$4.05K +66 +1%
FTDI
453
First Trust Direct Indexing
Massachusetts
$352K +$363K +5,915 New
KAS
454
Kestra Advisory Services
Texas
$349K -$51.1K -834 -12%
EGA
455
Eagle Global Advisors
Texas
$346K
CM
456
Castleark Management
Illinois
$344K
BC
457
Burney Company
Virginia
$341K
MWPCG
458
Measured Wealth Private Client Group
New Hampshire
$340K +$42.2K +688 +14%
DILIC
459
Dai-ichi Life Insurance Company
Japan
$337K
DA
460
Denali Advisors
California
$330K -$1.12M -18,300 -77%
SIM
461
Sentry Investment Management
Wisconsin
$330K +$340K +5,549 New
WT
462
Whittier Trust
California
$329K
EHC
463
Everett Harris & Co
California
$321K -$68K -1,110 -17%
WS
464
Wedbush Securities
California
$320K -$9.13K -149 -3%
IC
465
IEQ Capital
California
$320K +$110K +1,792 +50%
BBNB
466
Baker Boyer National Bank
Washington
$315K +$352K +5,744 New
SCA
467
Sippican Capital Advisors
Massachusetts
$314K -$36.8K -600 -10%
APP
468
Alpha Paradigm Partners
Illinois
$314K
RWP
469
RWA Wealth Partners
Massachusetts
$306K
BDF
470
Balasa Dinverno & Foltz
$304K -$17.7K -288 -5%
CC
471
Centiva Capital
New York
$301K +$116K +1,896 +60%
NA
472
NewEdge Advisors
Louisiana
$299K -$538K -8,779 -64%
Federated Hermes
473
Federated Hermes
Pennsylvania
$289K +$54K +881 +22%
HPWM
474
Highland Private Wealth Management
Washington
$284K +$293K +4,773 New
Bank Julius Baer & Co
475
Bank Julius Baer & Co
Switzerland
$283K -$32.9K -537 -10%

PCAR Hedge Fund Activity: Q2 2021 in Review

647 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2021, worth a combined $19.6B — down 6.1% from $20.8B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of PCAR and 62 opened new positions — a net loss of 22 holders — while 242 trimmed existing stakes and 236 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $190M. The largest seller was Capital World Investors, cutting an estimated $358M.

  • 647 institutional investors held PACCAR (PCAR) as of Q2 2021, down from 675 in Q1 2021.
  • Funds reported $19.6B of PACCAR stock for Q2 2021, down 6.1% quarter-over-quarter.
  • 62 funds opened new PACCAR positions in Q2 2021 and 84 closed out, a net change of -22 holders.
  • The largest PACCAR buyer in Q2 2021 was Hotchkis & Wiley Capital Management, an estimated $190M added.
  • The largest PACCAR seller in Q2 2021 was Capital World Investors, an estimated $358M sold.

Based on aggregated 13F filings for Q2 2021.