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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
CAM
476
Close Asset Management
United Kingdom
$282K
SDWMA
477
Schneider Downs Wealth Management Advisors
Pennsylvania
$269K +$1.1K +18 +0.4%
RHBC
478
R.H. Bluestein & Co
Michigan
$268K
EWA
479
EP Wealth Advisors
California
$267K +$2.94K +48 +1%
NQWM
480
Northwest Quadrant Wealth Management
Oregon
$266K +$736 +12 +0.3%
P
481
Pitcairn
Pennsylvania
$262K -$6.56K -107 -2%
Neuberger Berman Group
482
Neuberger Berman Group
New York
$257K +$39.8K +649 +11%
CCA
483
Checchi Capital Advisers
California
$255K -$53.4K -871 -17%
GIA
484
Gateway Investment Advisers
Ohio
$254K -$13.4K -219 -5%
FMLI
485
Fukoku Mutual Life Insurance
Japan
$250K
BCM
486
Birmingham Capital Management
Alabama
$248K
CP
487
Capital Planning
Washington
$248K
SAM
488
Silvercrest Asset Management
New York
$246K -$27.6K -450 -10%
MA
489
MUFG Americas
New York
$242K -$4.6K -75 -2%
RB
490
Renasant Bank
Mississippi
$242K +$1.29K +21 +0.5%
EI
491
Ellevest Inc
New York
$238K +$5.15K +84 +2%
AC
492
Apella Capital
Connecticut
$238K +$245K +3,996 New
BP
493
Ballentine Partners
Massachusetts
$234K -$140K -2,291 -37%
OFW
494
Omnia Family Wealth
Florida
$232K
VCM
495
Violich Capital Management
California
$232K
BCM
496
Becker Capital Management
Oregon
$229K +$8.46K +138 +4%
VAS
497
Vestmark Advisory Solutions
Massachusetts
$229K +$236K +3,854 New
PIM
498
Penobscot Investment Management
Massachusetts
$226K
SWP
499
Stratos Wealth Partners
Ohio
$226K
BG
500
Benedetti & Gucer
Georgia
$216K

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.