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PACCAR

569 hedge funds and large institutions have $16.3B invested in PACCAR in 2020 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 237 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more call options, than puts

Call options by funds: $66.1M | Put options by funds: $35.2M

24% more capital invested

Capital invested by funds: $13.1B → $16.3B (+$3.2B)

1.52% more ownership

Funds ownership: 93.27%94.8% (+1.5%)

8% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 74

2% less funds holding

Funds holding: 578569 (-9)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

21% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 237

Holders
569
Holders Change
-9
Holders Change %
-1.56%
% of All Funds
11.67%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.18%
New
68
Increased
188
Reduced
237
Closed
74
Calls
$66.1M
Puts
$35.2M
Net Calls
+$30.8M
Net Calls Change
+$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
EI
476
Ellevest Inc
New York
$98K +$36.6K +782 +66%
ICM
477
Islay Capital Management
Texas
$92K -$15.3K -327 -15%
SF
478
Synovus Financial
Georgia
$86K -$53.6K -1,146 -40%
PO
479
Private Ocean
California
$86K
MCM
480
Manchester Capital Management
Vermont
$84K
HFM
481
Hartford Financial Management
Connecticut
$82K -$17.5K -375 -19%
MA
482
MCF Advisors
Kentucky
$82K +$24K +514 +46%
RWA
483
Ropes Wealth Advisors
Massachusetts
$81K +$65.3K +1,397 +621%
HFA
484
HC Financial Advisors
California
$78K
C
485
Cerebellum
California
$78K +$76.6K +1,638 New
GWM
486
Geneos Wealth Management
Colorado
$76K +$234 +5 +0.3%
CIA
487
CSat Investment Advisory
Michigan
$75K -$22.8K -488 -24%
LWANC
488
Laurel Wealth Advisors (North Carolina)
North Carolina
$73K
TPCW
489
TD Private Client Wealth
New York
$72.5K -$514 -11 -0.8%
GRP
490
Global Retirement Partners
California
$70K +$280 +6 +0.4%
NICM
491
Neo Ivy Capital Management
New York
$67K -$74.2K -1,587 -54%
WTC
492
WhitTier Trust Company
Nevada
$65K
AWM
493
Apollon Wealth Management
South Carolina
$60K +$56.5K +1,208 New
BFEC
494
Benjamin F. Edwards & Company
Missouri
$57K -$5.09K -109 -9%
PCM
495
Prelude Capital Management
New York
$50K +$47.3K +1,011 New
ACA
496
Atlas Capital Advisors
Wyoming
$49.7K -$11.6K -248 -20%
BCA
497
Berman Capital Advisors
Georgia
$49K +$2.1K +45 +5%
PMFA
498
Plante Moran Financial Advisors
Michigan
$46K -$3.74K -80 -8%
CCA
499
Column Capital Advisors
Indiana
$44K
APA
500
American Portfolios Advisors
New York
$40K

PCAR Hedge Fund Activity: Q2 2020 in Review

569 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q2 2020, worth a combined $16.3B — up 24% from $13.1B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of PCAR and 68 opened new positions — a net loss of 6 holders — while 237 trimmed existing stakes and 188 added.

The largest buyer was Capital World Investors, adding an estimated $564M. The largest seller was AJO LP, cutting an estimated $110M.

  • 569 institutional investors held PACCAR (PCAR) as of Q2 2020, down from 578 in Q1 2020.
  • Funds reported $16.3B of PACCAR stock for Q2 2020, up 24% quarter-over-quarter.
  • 68 funds opened new PACCAR positions in Q2 2020 and 74 closed out, a net change of -6 holders.
  • The largest PACCAR buyer in Q2 2020 was Capital World Investors, an estimated $564M added.
  • The largest PACCAR seller in Q2 2020 was AJO LP, an estimated $110M sold.

Based on aggregated 13F filings for Q2 2020.