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PACCAR

615 hedge funds and large institutions have $18.5B invested in PACCAR in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 184 increasing their positions, 238 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 41

109% more call options, than puts

Call options by funds: $61.8M | Put options by funds: $29.6M

13% more capital invested

Capital invested by funds: $16.3B → $18.5B (+$2.17B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more funds holding

Funds holding: 569615 (+46)

0.53% less ownership

Funds ownership: 94.8%94.27% (-0.53%)

23% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 238

Holders
615
Holders Change
+46
Holders Change %
+8.08%
% of All Funds
12.41%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
88
Increased
184
Reduced
238
Closed
41
Calls
$61.8M
Puts
$29.6M
Net Calls
+$32.2M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
501
O'Shaughnessy Asset Management
Connecticut
$186K +$19.1K +340 +12%
PCM
502
Prelude Capital Management
New York
$185K +$126K +2,246 +222%
FMT
503
First Mercantile Trust
Tennessee
$182K -$257K -4,587 -60%
SWA
504
Sutton Wealth Advisors
Florida
$177K
S
505
SignatureFD
Georgia
$177K -$9.26K -165 -5%
EWM
506
Endurance Wealth Management
Rhode Island
$171K
PCTC
507
Perkins Coie Trust Company
Washington
$151K
RWA
508
Ropes Wealth Advisors
Massachusetts
$146K +$52.7K +939 +58%
TFM
509
TFC Financial Management
Massachusetts
$146K +$144K +2,564 New
VCM
510
Vigilant Capital Management
Maine
$145K
ASN
511
Advisory Services Network
Georgia
$142K +$140K +2,495 New
PO
512
Private Ocean
California
$137K +$37.9K +675 +39%
PP
513
Paloma Partners
Connecticut
$136K -$4.34M -77,457 -97%
ICOM
514
Investment Counselors of Maryland
Maryland
$136K
EI
515
Ellevest Inc
New York
$136K +$24.1K +429 +22%
VFA
516
Valeo Financial Advisors
Indiana
$130K -$6.62K -118 -5%
RIM
517
Rampart Investment Management
Connecticut
$116K -$865K -15,426 -88%
EFSCE
518
Enterprise Financial Services Corp (EFSC)
Missouri
$114K
QCG
519
Quadrant Capital Group
Ohio
$102K -$10.5K -188 -9%
T
520
TOBAM
France
$102K +$100K +1,791 New
JCM
521
Jacobi Capital Management
Pennsylvania
$100K -$10.8K -193 -10%
HFM
522
Hartford Financial Management
Connecticut
$94K +$112 +2 +0.1%
MA
523
MCF Advisors
Kentucky
$93K +$280 +5 +0.3%
MCM
524
Manchester Capital Management
Vermont
$92K -$3.42K -61 -4%
CIA
525
CSat Investment Advisory
Michigan
$89K +$3.48K +62 +4%