We are live on ! Find out more

498 hedge funds and large institutions have $14.2B invested in PACCAR in 2015 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 171 increasing their positions, 177 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

45% more call options, than puts

Call options by funds: $76.3M | Put options by funds: $52.5M

4% more funds holding

Funds holding: 478498 (+20)

1% more capital invested

Capital invested by funds: $14.1B → $14.2B (+$171M)

3% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 177

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
498
Holders Change
+20
Holders Change %
+4.18%
% of All Funds
13.42%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
64
Increased
171
Reduced
177
Closed
38
Calls
$76.3M
Puts
$52.5M
Net Calls
+$23.9M
Net Calls Change
-$8.15M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
476
Carroll Financial Associates
North Carolina
$12K +$9.71K +225 +402%
CGT
477
Capital Guardian Trust
California
$11K -$1.55K -36 -12%
TFO
478
Tarbox Family Office
California
$10K
HA
479
Harfst & Associates
Wyoming
$10K +$10.6K +246 New
CG
480
Colony Group
Massachusetts
$8K
ASN
481
Advisory Services Network
Georgia
$7K -$17.6K -408 -71%
RA
482
Rational Advisors
New York
$7K
CFSG
483
Community Financial Services Group
Vermont
$6K
NCM
484
Nelson Capital Management
California
$6K
NFG
485
Next Financial Group
Texas
$6K
AF
486
Allworth Financial
California
$5K
RBC
487
Roble Belko & Company
Pennsylvania
$5K
TWA
488
TCI Wealth Advisors
Arizona
$5K
KT
489
Kanaly Trust
Texas
$5K +$4.92K +114 New
VNA
490
Valley National Advisers
Pennsylvania
$4K
SSB
491
Sandy Spring Bank
Maryland
$4K +$3.63K +84 New
WEC
492
Winslow Evans & Crocker
Massachusetts
$3.19K
JFA
493
JNBA Financial Advisors
Minnesota
$3K
TDC
494
Thompson Davis & Co
Virginia
$2K -$8.55K -198 -83%
CAW
495
Cornerstone Advisors (Washington)
Washington
$2K
BCA
496
Bray Capital Advisors
Florida
$2K +$2.29K +53 New
BCM
497
Brookstone Capital Management
Illinois
$2K +$2.46K +57 New
N
498
Nuveen
North Carolina
$1.51K
UB
499
UMB Bank
Missouri
$1.27K
FIM
500
Foresters Investment Management
New York
-$16.1M -382,800 Closed