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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
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K +$257K +4,426 +144%
AWM
452
Avior Wealth Management
Nebraska
$477K +$96.2K +1,655 +24%
ACA
453
Aspire Capital Advisors
Washington
$465K
FIM
454
Fruth Investment Management
Texas
$460K
CICI
455
Capital Investment Counsel Inc
North Carolina
$456K -$87.2K -1,500 -16%
CWM
456
CIBC World Markets
New York
$442K -$3.35M -57,554 -88%
TPWM
457
Twelve Points Wealth Management
Massachusetts
$441K +$9.07K +156 +2%
OPS
458
Orion Portfolio Solutions
Nebraska
$440K +$10.8K +186 +2%
BWA
459
BDO Wealth Advisors
Florida
$436K +$454K +7,808 New
QI
460
Qtron Investments
Massachusetts
$433K +$451K +7,758 New
WTC
461
WhitTier Trust Company
Nevada
$432K -$13.4K -231 -3%
CG
462
Caprock Group
Idaho
$432K +$61.7K +1,062 +16%
EWM
463
Empirical Wealth Management
Washington
$431K +$3.78K +65 +0.8%
MGP
464
Metis Global Partners
California
$429K -$2.73K -47 -0.6%
ECM
465
Everence Capital Management
Indiana
$426K
DAS
466
Dynamic Advisor Solutions
Arizona
$426K +$4.3K +74 +1%
DILIC
467
Dai-ichi Life Insurance Company
Japan
$425K
BCFD
468
Boit C.F. David
$424K +$441K +7,593 New
IWP
469
Insight Wealth Partners
Texas
$422K
BBA
470
Baader Bank Aktiengesellschaft
Germany
$422K -$154K -2,655 -20%
ZIMP
471
Zimmermann Investment Management & Planning
Pennsylvania
$419K +$437K +7,512 New
DA
472
Denali Advisors
California
$418K +$410K +7,050 +1,567%
DGAM
473
Desjardins Global Asset Management
Quebec, Canada
$411K
AC
474
Apella Capital
Connecticut
$409K +$1.1K +19 +0.3%
EFI
475
EHP Funds Inc
Canada
$406K +$423K +7,275 New