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630 hedge funds and large institutions have $17.4B invested in PACCAR in 2021 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 237 increasing their positions, 236 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $96.8M | Put options by funds: $54.4M

0.44% more ownership

Funds ownership: 94.95%95.38% (+0.44%)

0% more repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 236

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

3% less funds holding

Funds holding: 647630 (-17)

11% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 66

11% less capital invested

Capital invested by funds: $19.6B → $17.4B (-$2.14B)

Holders
630
Holders Change
-17
Holders Change %
-2.63%
% of All Funds
11.03%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
59
Increased
237
Reduced
236
Closed
66
Calls
$96.8M
Puts
$54.4M
Net Calls
+$42.4M
Net Calls Change
-$68.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
476
Schneider Downs Wealth Management Advisors
Pennsylvania
$237K -$999 -18 -0.4%
RHBC
477
R.H. Bluestein & Co
Michigan
$237K
EWA
478
EP Wealth Advisors
California
$234K -$2.5K -45 -1%
CCA
479
Checchi Capital Advisers
California
$233K +$7.55K +136 +3%
EGA
480
Eagle Global Advisors
Texas
$232K -$78.4K -1,412 -24%
P
481
Pitcairn
Pennsylvania
$231K +$499 +9 +0.2%
TI
482
Tidal Investments
Wisconsin
$223K +$41K +738 +21%
BCM
483
Birmingham Capital Management
Alabama
$219K
CP
484
Capital Planning
Washington
$219K
SAM
485
Silvercrest Asset Management
New York
$218K
TMAM
486
Tokio Marine Asset Management
Japan
$218K +$41.6K +750 +22%
MA
487
MUFG Americas
New York
$214K
RB
488
Renasant Bank
Mississippi
$213K -$832 -15 -0.4%
AC
489
Apella Capital
Connecticut
$210K
SWP
490
Stratos Wealth Partners
Ohio
$208K +$8.16K +147 +4%
Lido Advisors
491
Lido Advisors
California
$207K +$219K +3,953 New
OFW
492
Omnia Family Wealth
Florida
$205K
VCM
493
Violich Capital Management
California
$205K
ACS
494
Archford Capital Strategies
Illinois
$204K +$215K +3,879 New
CSIC
495
Clifford Swan Investment Counsel
California
$203K +$186K +3,350 New
WFI
496
West Family Investments
California
$202K +$213K +3,839 New
VAM
497
Verity Asset Management
North Carolina
$200K +$211K +3,803 New
EI
498
Ellevest Inc
New York
$198K -$13.2K -237 -6%
S
499
SignatureFD
Georgia
$198K +$20.2K +364 +11%
DCM
500
Dupont Capital Management
Delaware
$192K -$196K -3,533 -49%

PCAR Hedge Fund Activity: Q3 2021 in Review

630 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in PACCAR (PCAR) for Q3 2021, worth a combined $17.4B — down 11% from $19.6B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of PCAR and 59 opened new positions — a net loss of 7 holders — while 236 trimmed existing stakes and 237 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $465M. The largest seller was Capital World Investors, cutting an estimated $908M.

  • 630 institutional investors held PACCAR (PCAR) as of Q3 2021, down from 647 in Q2 2021.
  • Funds reported $17.4B of PACCAR stock for Q3 2021, down 11% quarter-over-quarter.
  • 59 funds opened new PACCAR positions in Q3 2021 and 66 closed out, a net change of -7 holders.
  • The largest PACCAR buyer in Q3 2021 was Massachusetts Financial Services, an estimated $465M added.
  • The largest PACCAR seller in Q3 2021 was Capital World Investors, an estimated $908M sold.

Based on aggregated 13F filings for Q3 2021.