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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
First Trust Advisors
26
First Trust Advisors
Illinois
$148M +$32.1M +523,645 +27%
Invesco
27
Invesco
Georgia
$138M -$62.4M -1,017,675 -31%
Deutsche Bank
28
Deutsche Bank
Germany
$134M +$12.7M +207,389 +10%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$130M +$4.93M +80,389 +4%
PPA
30
Parametric Portfolio Associates
Washington
$128M +$1.42M +23,163 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$126M +$7.61M +124,122 +6%
CGL
32
Clarius Group LLC
Washington
$125M +$4.47K +73 +0%
UBS AM
33
UBS AM
Illinois
$120M -$2.26M -36,902 -2%
AQR Capital Management
34
AQR Capital Management
Connecticut
$114M +$10.2M +165,620 +9%
JP Morgan Chase
35
JP Morgan Chase
New York
$104M +$347K +5,660 +0.3%
MAM
36
Madison Asset Management
Wisconsin
$102M +$48M +783,794 +84%
EVM
37
Eaton Vance Management
Massachusetts
$99.7M -$2.87M -46,798 -3%
Wellington Management Group
38
Wellington Management Group
Massachusetts
$99.1M +$26.1M +425,786 +34%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$98.1M -$124M -2,030,123 -55%
Goldman Sachs
40
Goldman Sachs
New York
$95.5M -$18.5M -301,343 -16%
Wells Fargo
41
Wells Fargo
California
$88.8M -$5.4M -88,165 -6%
Morgan Stanley
42
Morgan Stanley
New York
$86.8M -$25.1M -409,308 -22%
MAMU
43
Marathon Asset Management (UK)
United Kingdom
$73.1M +$39.7M +647,967 +112%
RAM
44
RWC Asset Management
United Kingdom
$71.6M -$2.63M -42,968 -3%
Millennium Management
45
Millennium Management
New York
$71M +$1.17M +19,020 +2%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$68.7M -$837K -13,656 -1%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$65.5M -$2.86M -46,695 -4%
TA
48
Tiedemann Advisors
New York
$64.7M -$174K -2,835 -0.3%
UCFA
49
United Capital Financial Advisors
Texas
$64.7M -$95.9K -1,564 -0.1%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$63.2M +$525K +8,565 +0.8%

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.