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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
451
Castleark Management
Illinois
$304K
CA
452
CastleArk Alternatives
Illinois
$304K +$320K +5,775 New
BC
453
Burney Company
Virginia
$301K
HW
454
Hancock Whitney
Mississippi
$299K -$98.7K -1,778 -24%
BL
455
Balentine LLC
Georgia
$299K +$115K +2,066 +57%
DILIC
456
Dai-ichi Life Insurance Company
Japan
$298K
WT
457
Whittier Trust
California
$286K -$5.61K -101 -2%
FRM
458
Fox Run Management
Connecticut
$286K +$302K +5,441 New
WS
459
Wedbush Securities
California
$283K
VVP
460
Venture Visionary Partners
Ohio
$272K +$287K +5,175 New
RWP
461
RWA Wealth Partners
Massachusetts
$270K
DA
462
Denali Advisors
California
$268K -$25K -450 -8%
MC
463
Moors & Cabot
Massachusetts
$268K +$83.2K +1,500 +42%
Cetera Investment Advisers
464
Cetera Investment Advisers
Illinois
$266K -$87.5K -1,576 -24%
FMLI
465
Fukoku Mutual Life Insurance
Japan
$264K +$45.8K +825 +20%
Parallax Volatility Advisers
466
Parallax Volatility Advisers
California
$259K +$167K +3,015 +159%
SIM
467
Sentry Investment Management
Wisconsin
$255K -$39.2K -707 -13%
NA
468
NewEdge Advisors
Louisiana
$254K -$10.4K -188 -4%
Federated Hermes
469
Federated Hermes
Pennsylvania
$254K -$1.61K -29 -0.6%
PAS
470
Park Avenue Securities
New York
$250K +$264K +4,757 New
CAM
471
Close Asset Management
United Kingdom
$249K
HPWM
472
Highland Private Wealth Management
Washington
$248K -$3.33K -60 -1%
MWPCG
473
Measured Wealth Private Client Group
New Hampshire
$245K -$59K -1,063 -19%
NQWM
474
Northwest Quadrant Wealth Management
Oregon
$245K +$832 +15 +0.3%
VAS
475
Vestmark Advisory Solutions
Massachusetts
$242K +$41.2K +742 +19%

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.