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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
HC
501
Hamilton Capital
Ohio
$216K +$3.8K +62 +2%
BL
502
Balentine LLC
Georgia
$215K -$1.23K -20 -0.6%
CG
503
Colony Group
Massachusetts
$214K +$221K +3,599 New
MC
504
Moors & Cabot
Massachusetts
$213K
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$211K +$4.05K +66 +2%
BPA
506
Beacon Pointe Advisors
California
$211K +$217K +3,540 New
DMBA
507
Deseret Mutual Benefit Administrators
Utah
$210K +$217K +3,534 New
TI
508
Tidal Investments
Wisconsin
$208K +$214K +3,498 New
PA
509
Parallel Advisors
California
$207K +$11.8K +193 +6%
TMAM
510
Tokio Marine Asset Management
Japan
$202K
S
511
SignatureFD
Georgia
$202K +$23.3K +380 +13%
WW
512
Westshore Wealth
California
$200K +$1.96K +32 +1%
PHK
513
Point72 Hong Kong
Hong Kong
$194K +$200K +3,261 New
DFCM
514
Dark Forest Capital Management
Puerto Rico
$194K +$200K +3,266 New
SWA
515
Sutton Wealth Advisors
Florida
$187K
FNBOSM
516
First National Bank of South Miami
Florida
$185K -$26.7K -435 -12%
AssetMark Inc
517
AssetMark Inc
California
$182K -$405K -6,602 -68%
EWM
518
Endurance Wealth Management
Rhode Island
$178K
EWM
519
Evermay Wealth Management
Virginia
$172K +$177K +2,895 New
PCTC
520
Perkins Coie Trust Company
Washington
$159K
VCM
521
Vigilant Capital Management
Maine
$152K
NIM
522
NuWave Investment Management
New Jersey
$150K +$8.46K +138 +6%
FMT
523
First Mercantile Trust
Tennessee
$147K -$18.4K -300 -11%
QCG
524
Quadrant Capital Group
Ohio
$146K -$39K -636 -21%
TFM
525
TFC Financial Management
Massachusetts
$137K -$15.6K -255 -10%

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.